Integrating Instagram Lead Ads with Airtable Using Pabbly Connect

Learn how to automate lead management by integrating Instagram Lead Ads with Airtable using Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin the integration process, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website and logging into your account. If you are a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, you will see the dashboard where you can manage your integrations. From here, click on the ‘Access Now’ button to enter the Pabbly Connect dashboard. This is where you will create a new workflow to automate the process of capturing leads from Instagram Lead Ads.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating tasks. To do this, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. A dialog box will appear prompting you to name your workflow and select a folder for organization.

• Name your workflow: ‘Create a Table Record from Instagram Lead Ads’.
• Select a folder, such as ‘Instagram Automations’.

After naming and selecting a folder, click on the ‘Create’ button to finalize your workflow setup. This will open a new screen where you can set up your trigger and action steps, which are crucial for the automation process.

3. Setting Up the Trigger with Instagram Lead Ads

The next step in Pabbly Connect is to set up the trigger. A trigger is the event that starts the automation process. In this case, select ‘Instagram Lead Ads’ as your trigger application. The specific trigger event you want to choose is ‘New Lead Instant’ to capture new leads generated from your ads.

After selecting the trigger, click on the ‘Connect’ button. You will need to authorize your Instagram account to allow Pabbly Connect to access your lead data. Ensure you are logged into your Instagram and Facebook accounts during this process.

• Choose your Facebook page connected to Instagram.
• Select the lead generation form you created.

Once you have authorized and selected the necessary options, you can test the connection to ensure it is working correctly. This step is crucial to confirm that Pabbly Connect is receiving lead data from your Instagram ads.

4. Setting Up the Action to Create Airtable Records

With the trigger set, the next step is to configure the action in Pabbly Connect. For this, select ‘Airtable’ as your action application and choose the action event ‘Create Record’. This will allow you to create a new record in Airtable whenever a new lead is captured from Instagram Lead Ads.

Click on the ‘Connect’ button to authorize Airtable. You will need to select the specific base and table where you want to store the lead information. In this case, choose the base named ‘Instagram Lead Details’ and the table as ‘Table 1’.

Map the fields: First Name, Last Name, Email, Phone Number, and Interested Services. Ensure the data is dynamically mapped from the previous Instagram lead response.

Once all fields are mapped correctly, click on the ‘Save and Send Test Request’ button. This will send a test record to Airtable, confirming that the integration is functioning as expected.

5. Testing the Integration Between Instagram and Airtable

After setting up the action in Pabbly Connect, it’s time to test the entire integration. Generate a test lead using the Meta Lead Ads Testing Tool. Make sure to fill out the lead form with the required details and submit it to see if it captures the data correctly.

Once you submit the test lead, check your Airtable to see if the record has been created successfully. You should see the details you entered in the lead form reflected in the Airtable record.

Repeat the process if necessary by deleting the previous test lead and generating a new one to ensure everything is functioning correctly. This confirms that your automation is now fully operational, allowing you to manage leads efficiently.

Conclusion

In this tutorial, we explored how to automate lead management by integrating Instagram Lead Ads with Airtable using Pabbly Connect. By following the steps outlined, you can streamline your lead capture process and manage your business opportunities effectively. This integration helps you save time and ensures no lead is missed in your marketing efforts.