How to Create Leads from Instagram Lead Ads Using Pabbly Connect

Learn how to integrate Instagram Lead Ads with Pabbly Connect to create leads automatically in your CRM. Step-by-step tutorial included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Instagram Lead Ads with your CRM, you need to access Pabbly Connect. Begin by opening your web browser and searching for Pabbly Connect. Once on the landing page, you can either sign in if you are an existing user or sign up for free if you are new.

After logging in, you will be taken to the Pabbly dashboard. Here, click on the button that says ‘Create Workflow’ to start setting up your automation. This is crucial as it allows you to connect various applications seamlessly through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is the next step. You will be prompted to name your workflow and select a folder to save it. For this tutorial, name your workflow something like ‘Instagram Lead Ads to Lofty Leads’ and choose an appropriate folder.

• Click on ‘Create’ to initiate the workflow.
• You will see the workflow window where you can set triggers and actions.

In this window, select Instagram Lead Ads as your trigger application. This is where Pabbly Connect becomes essential, allowing you to capture leads directly from your Instagram ads and automate the process of adding them to your CRM.

3. Setting Up the Trigger with Instagram Lead Ads

Once you have selected Instagram Lead Ads as your trigger application, you need to choose the trigger event. The event should be set to ‘New Lead,’ which means the workflow will activate whenever a new lead is generated from your Instagram ads.

Next, you will need to connect your Instagram account. Click on ‘Connect’ and follow the prompts to log in to your Facebook account, as Instagram Lead Ads require Facebook integration. Make sure you select the correct Facebook page associated with your Instagram account.

• Choose the lead form you wish to use for capturing leads.
• Click ‘Save and Send Test Request’ to confirm the connection.

After this, Pabbly Connect will wait for a webhook response, which means you need to submit a test lead through the Instagram Lead Ads testing tool to ensure everything is set up correctly.

4. Testing the Connection and Mapping Data

To test the connection, open the Meta for Developers page and use the Lead Ads Testing Tool. Fill out the form with dummy information to simulate a lead submission. Once you submit the test lead, Pabbly Connect will capture the response.

When the test lead is received, you will see the details populated in Pabbly Connect. This is where mapping comes into play. Mapping allows you to automatically insert data from the test lead into your CRM without manual entry.

Map fields such as first name, last name, email, and phone number from the test lead response. Ensure that all necessary fields are mapped correctly to capture the lead’s details accurately.

This automated mapping feature of Pabbly Connect saves time and minimizes errors, ensuring that all lead information is transferred seamlessly into your CRM.

5. Creating Leads in Lofty Using Pabbly Connect

After successfully testing the connection and mapping the data, the next step is to create a lead in Lofty. Select Lofty as your action application within Pabbly Connect and choose the action event as ‘Create Lead.’

To connect Lofty, you will need to provide your API key. This can be found in the settings section of your Lofty account under Integrations. Once you input the API key, you can proceed to map the lead details from Instagram to Lofty.

Map the necessary fields like first name, last name, email, and phone number from the Instagram lead response. Click ‘Save and Send Request’ to create the lead in Lofty.

Once you receive a positive response, you can check your Lofty account to confirm that the new lead has been created successfully. This integration through Pabbly Connect ensures that no lead slips through the cracks, allowing you to nurture potential clients effectively.

Conclusion

In this tutorial, we demonstrated how to integrate Instagram Lead Ads with Lofty using Pabbly Connect. This process automates lead generation, ensuring efficient data transfer and improved client engagement.