Integrate Instagram Leads with Slack and WhatsApp Using Pabbly Connect

Learn how to integrate Instagram leads with Slack and WhatsApp using Pabbly Connect for automated notifications and messaging. Follow our detailed tutorial! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Instagram leads with Slack and WhatsApp, first, access Pabbly Connect. Navigate to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 free tasks each month.

Once logged in, you will see the Pabbly Connect dashboard. From here, click on ‘Access Now’ for Pabbly Connect. This will take you to the main interface where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow to notify your team on Slack whenever a new lead is generated from Instagram. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. using Pabbly Connect

• Name the workflow ‘Notify Team on Slack for New Instagram Leads’.
• Select a folder to save your workflow, such as ‘Automations for Lead Management’.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This will set up your workflow for the automation process.

3. Setting Up the Trigger with Instagram Lead Ads

Now that you have created the workflow, it’s time to set up the trigger. In the trigger section, select Instagram Lead Ads as your trigger application. This ensures that whenever a new lead is generated, Pabbly Connect will capture the data.

Next, select the trigger event as ‘New Lead Instant’. This will allow Pabbly Connect to react instantly when a new lead is created. Click on the ‘Connect’ button to authorize Instagram Lead Ads to connect with Pabbly Connect.

• Add a new connection or select an existing one.
• Choose the appropriate Instagram page and lead generation form linked to your account.

Once the connection is established, click on ‘Save and Send Test Request’ to ensure that the connection is working correctly. You may need to generate a test lead to verify this.

4. Sending Notifications to Slack Using Pabbly Connect

With the trigger set up, the next step is to configure the action to send notifications to Slack. In the action application section, select Slack and choose the action event as ‘Send Channel Message’. using Pabbly Connect

After selecting Slack, click on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Slack account. Select the channel where you want to send notifications, such as ‘Instagram Lead Details’.

Compose the message to include lead details such as name, email, and phone number. Map the data from the previous step to ensure the message is dynamic.

Once you have filled in all the required fields, click on ‘Save and Send Test Request’ to test the notification. Check your Slack channel to confirm that the message has been sent successfully.

5. Sending WhatsApp Messages Using Pabbly Connect

The final step is to send a WhatsApp message to the lead using WhatsApp AI Sensei. In the action application section, select WhatsApp AI Sensei and choose the action event as ‘Send Template Message’.

After connecting to WhatsApp AI Sensei, you will need to enter the API key from your WhatsApp account to authorize the connection. Select the campaign name and map the necessary fields such as the lead’s phone number and name.

Ensure the message template is set to include dynamic variables for personalization. Click on ‘Save and Send Test Request’ to verify that the message is sent correctly.

Once the message is sent, check your WhatsApp to confirm receipt of the automated message sent to the lead. This completes the integration process using Pabbly Connect.

Conclusion

This tutorial detailed how to automate notifications for Instagram leads using Pabbly Connect, integrating Slack and WhatsApp seamlessly. By following these steps, you can ensure timely communication and follow-ups with potential customers.