How to Integrate Instagram Leads with Google Chat Using Pabbly Connect

Learn how to automate SMS notifications for Instagram leads and notify your team on Google Chat using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first, navigate to the Pabbly Connect website. If you are a new user, you can sign up for free, which offers 100 free tasks each month. Existing users should sign in to their accounts to access the dashboard.

Once logged in, you will see the Pabbly Connect dashboard. Click on the ‘Access Now’ button to enter the Pabbly Connect interface. From here, you can create a new workflow that will automate the process of sending SMS notifications to leads generated from Instagram ads and notifying your team on Google Chat.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear where you can name your workflow and select a folder to save it.

• Name your workflow: ‘Send SMS to Instagram Leads and Notify Team on Google Chat’
• Select the folder: Choose an appropriate folder for organization.

After naming your workflow and selecting the folder, click on the ‘Create’ button. You will see two windows labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts your automation, while the action is what happens as a result.

3. Setting Up the Trigger for Instagram Leads

For the trigger in Pabbly Connect, select ‘Instagram Lead Ads’. This integration captures new leads generated through your Instagram ads. Choose the trigger event as ‘New Lead Instant’ to ensure immediate response when a lead is generated.

Next, connect your Instagram account by clicking on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Instagram lead data. After connecting, select the Facebook page associated with your Instagram account and the lead generation form you created for capturing leads.

• Select your Facebook page: Peak Performance Physio
• Choose the lead gen form: New Instagram Lead Ads

Once the setup is complete, click ‘Save and Send Test Request’ to ensure Pabbly Connect captures the lead data correctly. You can then generate a test lead to confirm the integration.

4. Sending SMS to Leads Using Pabbly Connect

Now that the trigger is set up, it’s time to configure the action step in Pabbly Connect. For sending SMS, select ‘Twilio’ as the action application and choose ‘Send SMS Message’ as the action event. Connect your Twilio account by entering your Account SID and Auth Token from your Twilio dashboard.

In the SMS body, write a personalized message to the lead, including dynamic data such as their name, which you can map from the previous step. Ensure the sender’s number is an approved Twilio number and the recipient’s number is the lead’s phone number captured from Instagram.

Set SMS body: ‘Hello {Lead Name}, thank you for reaching out!’ Enter your Twilio sender number. Map the recipient number to the lead’s phone number.

Click ‘Save and Send Test Request’ to send a test SMS. Confirm that the SMS is received correctly to verify the setup is functional.

5. Notifying the Team on Google Chat

To complete the automation, add another action step in Pabbly Connect to notify your team via Google Chat. Select ‘Google Chat’ as the action application and choose ‘Create Message’ as the action event. You will need to connect this action to your Google Chat workspace.

For the message, include details about the new lead, such as their name, phone number, and email. This ensures your team has all the necessary information to follow up promptly. Make sure to retrieve the chat webhook URL from your Google Chat space settings to enable the message delivery.

Message example: ‘New Instagram Lead Alert: Name: {Lead Name}, Phone: {Lead Phone}, Email: {Lead Email}’ Ensure you paste the correct chat webhook URL.

After entering the message details, click ‘Save and Send Test Request’. Check your Google Chat space to confirm that the notification was sent successfully, completing the integration.

Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to integrate Instagram leads with SMS notifications and Google Chat alerts. By following these steps, you can streamline your lead management process and enhance team communication.