Integrate Instagram Lead Ads with QuickBooks Online Using Pabbly Connect

Learn how to integrate Instagram Lead Ads with QuickBooks Online using Pabbly Connect. Step-by-step tutorial for Sports Elite Training Center. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Instagram Lead Ads with QuickBooks Online, first access Pabbly Connect. This platform provides seamless automation between various applications, including Instagram and QuickBooks.

Visit the Pabbly Connect homepage and sign in if you are an existing user or sign up for a free account. Here, you will be able to create workflows that automate tasks between your applications. Once logged in, you will see the dashboard where you can create new connections.

2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This action will open a dialog box where you can name your workflow.

• Name your workflow: ‘Create QuickBooks Online Customer from Instagram Lead Ads’.
• Select a folder for organization, such as ‘Automations’.

Once you have filled in the details, click on the ‘Create’ button to proceed. This will set up your workflow framework where you can define triggers and actions.

3. Setting Up the Trigger with Instagram Lead Ads

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘Instagram Lead Ads’ as your trigger application. This integration allows you to capture leads generated through your Instagram ads.

Choose the trigger event as ‘New Lead Instant’. After selecting the trigger event, you will need to connect your Instagram account. Click on ‘Connect Here’ to add a new connection. Ensure your Facebook account linked to Instagram is selected to authorize the connection successfully.

4. Configuring the Action Step with QuickBooks Online

Now, it’s time to set up the action that will occur in Pabbly Connect. Choose ‘QuickBooks Online’ as your action application. This enables you to create a new customer in QuickBooks whenever a new lead is captured from Instagram.

Select the action event as ‘Create Customer’. Similar to the trigger setup, click on ‘Connect Here’ to establish a connection with your QuickBooks Online account. Make sure you are logged in to facilitate a smooth connection process.

• Map the lead details from Instagram to the customer profile in QuickBooks.
• Fill in the required fields such as first name, last name, email, and phone number.

After mapping the data, click on ‘Save and Send Test Request’ to finalize the action setup. This will create a new customer in QuickBooks with the details from your test lead.

5. Testing the Integration Workflow

Finally, you will test the integration to ensure everything works as intended with Pabbly Connect. Generate a test lead in your Instagram Lead Ads using the Lead Ads Testing Tool provided by Meta for Developers.

Once you submit the test lead, return to your Pabbly Connect workflow to verify that the new customer has been created in QuickBooks Online. Refresh your QuickBooks account to see the newly created customer with the details from your test submission.

This testing phase confirms that your automation is functioning correctly, allowing you to efficiently manage leads and customers through the integration of Instagram Lead Ads and QuickBooks Online.

Conclusion

In this tutorial, we successfully integrated Instagram Lead Ads with QuickBooks Online using Pabbly Connect. This integration automates the creation of customer profiles, streamlining your workflow and enhancing lead management.