How to Create Airtable Record from Instagram Lead Ads Using Pabbly Connect

Learn how to automate the process of creating Airtable records from Instagram Lead Ads using Pabbly Connect with this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create an Airtable record from Instagram Lead Ads, the first step is to access Pabbly Connect. This powerful automation platform allows seamless integration between various applications, including Instagram and Airtable.

Start by visiting the Pabbly Connect website. Existing users can sign in, while new users can sign up for free and receive 100 free tasks every month. After logging in, you will see the dashboard where all applications are listed.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow, for example, ‘Create Airtable Record from Instagram Lead Ads’.
• Select the folder where you want to save this workflow, such as ‘Instagram Automations’.

After entering the necessary details, click the ‘Create’ button. You will now see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result.

3. Setting Up the Trigger with Instagram Lead Ads

Next, set up the trigger for your workflow in Pabbly Connect. Select ‘Instagram Lead Ads’ as the trigger application. This selection allows you to capture new leads generated from your Instagram ads.

Choose the trigger event as ‘New Lead Instant’ and click the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Instagram account. Ensure you are logged into your Instagram and Facebook accounts for a smooth connection.

• Select the Facebook page associated with your Instagram account.
• Choose the lead generation form you created, like ‘New Contact Form’.

After saving these settings, click on ‘Save and Send Test Request’ to ensure the connection is successful. You can then generate a test lead using Meta’s lead testing tool to confirm that Pabbly Connect captures the lead information correctly.

4. Setting Up Action to Create Record in Airtable

Now that the trigger is set, it’s time to configure the action step in Pabbly Connect. Select ‘Airtable’ as the action application and choose ‘Create Record’ as the action event. This setup will allow you to create a new record in Airtable whenever a new lead is captured.

Click the ‘Connect’ button to establish a connection with Airtable. You will need to grant access to the Airtable base where you want to store the lead details. Select the base you created for lead details, such as ‘Instagram Lead Details’.

Map the fields in Airtable such as First Name, Last Name, Email, Phone Number, and Interested Service. Ensure the data is dynamically mapped from the previous step for automatic updates.

After mapping the fields, click on ‘Save and Send Test Request’. If successful, you will see the new record created in Airtable, confirming that the integration via Pabbly Connect works seamlessly.

5. Testing the Integration with New Leads

To ensure everything is functioning correctly, test the integration by creating another lead using the Meta lead testing tool. This step verifies that Pabbly Connect continues to capture new leads and create records in Airtable.

Start by deleting any existing test leads to avoid conflicts. Then, generate a new lead by filling out the form with details like First Name, Last Name, Email, and Phone Number. After submission, check your Airtable to confirm that the new record appears.

Ensure the details match what you submitted in the test lead. This confirms that the integration is working as intended.

With this final test, you have successfully automated the process of creating Airtable records from Instagram Lead Ads using Pabbly Connect. This automation saves time and improves lead management efficiency.

Conclusion

In this tutorial, we explored how to create an Airtable record from Instagram Lead Ads using Pabbly Connect. By following the steps outlined, you can automate your lead management process effectively. This integration not only saves time but also ensures that no leads are missed, turning inquiries into real business opportunities.