How to Create Shopify Customers from Instagram Lead Ads Using Pabbly Connect

Learn how to seamlessly create Shopify customers from Instagram Lead Ads using Pabbly Connect with this step-by-step tutorial. Automate your customer management today! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create Shopify customers from Instagram Lead Ads leads, you’ll first need to access Pabbly Connect. This powerful integration platform allows you to automate the process of adding leads from Instagram directly into your Shopify account.

Start by visiting the Pabbly Connect website. If you’re a new user, sign up for a free account which includes 100 free tasks monthly. Existing users can log in to their accounts. Once logged in, you will see the dashboard where you can create new workflows.

Creating a Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect to manage the integration between Instagram Lead Ads and Shopify. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard.

A dialog box will pop up asking for a workflow name and folder selection. Name your workflow ‘Create Shopify Customers from Instagram Lead Ads Leads’ and select a folder for organization. Click the ‘Create’ button to finalize this step.

• Name your workflow appropriately to reflect its function.
• Select a folder for better organization of your automations.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is what initiates the workflow, while the action is the response to that trigger.

Setting Up the Trigger for Instagram Lead Ads

In this step, you will configure the trigger application in Pabbly Connect. Select ‘Instagram Lead Ads’ as your trigger application. For the trigger event, choose ‘New Lead’ to capture leads generated from your Instagram ads.

Click on the ‘Connect’ button to establish a connection. If you don’t have an existing connection, select ‘Add New Connection’. Ensure you are logged into your Instagram and Facebook accounts in separate tabs to facilitate this connection.

• Select ‘Instagram Lead Ads’ for the trigger application.
• Choose ‘New Lead’ as the trigger event to capture new leads.

Once connected, you will need to select the Facebook page and lead form associated with your Instagram ads. After selecting these, click on the ‘Save and Send Test Request’ button to verify the connection.

Configuring the Action Step for Shopify

Now that the trigger is set up, you will configure the action step in Pabbly Connect. Select ‘Shopify’ as your action application and choose the action event ‘Create Customer’. This will allow you to automatically add new leads as customers in your Shopify store.

Click on the ‘Connect’ button. If you don’t have an existing connection, click on ‘Add New Connection’. You will need to provide your Shopify Admin API access token and subdomain. To find these, log into your Shopify account, navigate to ‘Settings’, then to ‘Apps and Sales Channels’, and create a new app to obtain the API access token.

Select ‘Shopify’ as the action application. Choose ‘Create Customer’ as the action event for adding new customers.

After entering the required information, map the data from the previous step to create the customer. This includes first name, last name, email, phone number, and any additional notes. Once all fields are filled, click on the ‘Save and Send Test Request’ button to create a test customer.

Verifying the Integration Success

After setting up the action step in Pabbly Connect, it’s time to verify that the integration works correctly. Go back to your Shopify account and refresh the customer page to check if the new customer has been added.

Perform a test lead submission using the Meta Lead Ads Testing Tool. After filling in the required details, submit the test lead and check if it appears in your Shopify customer list. You should see the newly created customer with the details you provided in the lead form.

Use the Meta Lead Ads Testing Tool to generate a test lead. Check your Shopify account to verify the new customer is created.

If the customer appears in your Shopify account, it confirms that you have successfully integrated Instagram Lead Ads with Shopify using Pabbly Connect. This automation saves time and ensures that you can manage customer data efficiently.

Conclusion

In this tutorial, we explored how to create Shopify customers from Instagram Lead Ads leads using Pabbly Connect. By automating this process, you can streamline customer management and enhance your marketing efforts. Now you can focus on growing your business effortlessly!