Learn how to automate the creation of Shopify customers from Instagram Lead Ads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin using Pabbly Connect for integrating Instagram Lead Ads with Shopify, first visit the Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 tasks each month. Existing users can log in to their accounts to access the platform.
Once logged in, navigate to the Pabbly Connect dashboard. From here, you can create a new workflow that will automate the process of adding leads from Instagram Lead Ads directly to your Shopify store.
2. Creating a Workflow in Pabbly Connect
In this step, you will create a workflow in Pabbly Connect to automate the integration. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name and folder selection.
- Name your workflow ‘Create Shopify Customers from Instagram Lead Ads Leads’.
- Select the folder where you want to save this workflow.
After naming your workflow and selecting the folder, click on the ‘Create’ button. This will set up your automation process, where you can specify triggers and actions.
3. Setting Up the Trigger with Instagram Lead Ads
The next step in Pabbly Connect is to set up the trigger for your workflow. Select Instagram Lead Ads as your trigger application. For the trigger event, choose ‘New Lead’. This will ensure that every time a new lead is generated, it will trigger the workflow.
Click on the ‘Connect’ button to establish a connection with Instagram Lead Ads. You will need to authorize the connection by logging into your Instagram and Facebook accounts. After successful authorization, select the Facebook page and lead generation form associated with your Instagram ads.
4. Setting Up the Action Step to Create a Shopify Customer
Once the trigger is set, the next step is to configure the action in Pabbly Connect. Choose Shopify as the action application and select ‘Create Customer’ as the action event. This will allow the workflow to create a new customer in Shopify whenever a new lead is captured.
- Input the Admin API Access Token and Subdomain from your Shopify account.
- Map the data fields from the Instagram Lead Ads response to the corresponding customer fields in Shopify.
After completing the mapping, click on the ‘Save and Send Test Request’ button to ensure that the integration works correctly. Check your Shopify account to verify that the new customer has been successfully created.
5. Testing the Integration to Verify Functionality
To confirm that your Pabbly Connect integration works, generate a test lead using the Meta Lead Ads Testing Tool. Ensure to select the correct page and lead form before submitting the test lead.
After submitting the test lead, return to your Shopify account and refresh the customers page. You should see the new customer entry reflecting the details from the test lead submission. This process confirms that your integration between Instagram Lead Ads and Shopify via Pabbly Connect is functioning as intended.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to create Shopify customers from leads generated through Instagram Lead Ads. This integration streamlines your customer management process and enhances your marketing efforts.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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