Learn how to automate the integration of Instagram Lead Ads with Notion using Pabbly Connect. Step-by-step guide to streamline your lead management process. 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 Notion, first, you need to access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. Begin by visiting the Pabbly Connect website and signing in or creating a new account.
Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create new workflows that automate tasks between Instagram Lead Ads and Notion, ensuring all your leads are captured automatically.
2. Creating a New Workflow in Pabbly Connect
In this section, we will create a workflow in Pabbly Connect to connect Instagram Lead Ads with Notion. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow appropriately, such as ‘Add Instagram Lead Ads Details to Notion Automatically’.
Next, select the folder where you want to save this workflow. You can create a new folder if necessary. After naming your workflow and selecting the folder, click on the ‘Create’ button to proceed. This sets the stage for defining the trigger and action for your automation.
- Name your workflow clearly for easy identification.
- Select an appropriate folder for organization.
- Click ‘Create’ to finalize your workflow setup.
After creating the workflow, you will see two main components: the trigger and the action. The trigger will initiate the workflow whenever a new lead is received from Instagram Lead Ads.
3. Setting Up the Trigger for Instagram Lead Ads
Now, we need to set up the trigger in Pabbly Connect. Choose Instagram Lead Ads as your trigger application. This allows Pabbly Connect to listen for new leads generated through your Instagram ads. Select the trigger event as ‘New Lead Instant’ to capture leads as they come in.
After selecting the trigger, you will be prompted to connect your Instagram account. If your account is not already connected, click on ‘Connect’ and follow the authorization steps. Once connected, select the Facebook page associated with your Instagram account and the lead form you wish to use.
- Select the Instagram Lead Ads as your trigger application.
- Choose the ‘New Lead Instant’ trigger event.
- Connect your Instagram account and select the appropriate page and lead form.
After setting up the trigger, click on ‘Save and Send Test Request’ to ensure everything is working correctly. This will allow Pabbly Connect to capture a test lead from your Instagram ads.
4. Connecting Notion as the Action Step
Next, we will connect Notion as the action step in Pabbly Connect. Select Notion as your action application and choose the action event ‘Create Database Item’. This allows you to automatically add new leads to your Notion database.
To connect Notion, click on ‘Connect’ and authorize Pabbly Connect to access your Notion account. You will need to select the pages where you want to add new lead details. After granting access, map the fields from Instagram Lead Ads to the corresponding fields in Notion.
Select Notion as your action application. Choose ‘Create Database Item’ as the action event. Authorize Pabbly Connect to access your Notion account and select the necessary pages.
After mapping all the required fields such as first name, last name, email, and phone number, click on ‘Save and Send Test Request’. This step will verify that the integration is functioning correctly and that leads are being added to your Notion database as intended.
5. Testing Your Integration Setup
To test your integration setup in Pabbly Connect, generate a test lead through your Instagram Lead Ads. Use the lead testing tool provided by Meta to simulate a submission. Ensure that all fields are filled out, including property type, first name, last name, email, and zip code.
After submitting the test lead, check your Notion database to confirm that the details have been added successfully. Refresh your Notion database to see the new entry. This confirms that the integration between Instagram Lead Ads and Notion via Pabbly Connect is functioning as expected.
Generate a test lead using the lead testing tool by Meta. Ensure all necessary fields are filled out correctly. Check your Notion database for the new lead entry.
With successful tests, your automation is now fully operational, allowing you to manage leads effectively without manual input.
Conclusion
This tutorial has guided you through the process of integrating Instagram Lead Ads with Notion using Pabbly Connect. By automating this workflow, you can efficiently manage new leads and enhance your productivity. Enjoy the benefits of seamless integration and improved lead management!
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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