Integrating Instagram Lead Ads with CleverTap Using Pabbly Connect

Learn how to seamlessly integrate Instagram Lead Ads with CleverTap using Pabbly Connect for efficient lead management and tracking. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Instagram Lead Ads

To integrate Instagram Lead Ads with CleverTap, the first step is to set up Pabbly Connect. Start by signing up for a free account on Pabbly Connect’s website. This platform will help automate the entire process of adding new leads from Instagram to CleverTap.

Once you have created your account, navigate to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow, for example, ‘Instagram Lead Ads to CleverTap’ and choose the folder in which to save it.

2. Connecting Instagram Lead Ads to Pabbly Connect

The next step involves connecting your Instagram Lead Ads account with Pabbly Connect. In the trigger section, select ‘Instagram Lead Ads’ as the application. Choose the event ‘New Lead’ from the dropdown menu.

• Click on ‘Connect’ and then ‘Add New Connection’.
• Authorize Pabbly Connect to access your Instagram Lead Ads account.
• Select the appropriate Facebook page linked to your Instagram account.

After selecting your Facebook page, choose the lead generation form you want to connect. If you want to capture leads from all forms, select that option. Click on ‘Save and Send Test Request’ to verify the connection.

3. Capturing Leads in Pabbly Connect

After saving the test request, Pabbly Connect will wait for a response from Instagram Lead Ads. You can either wait for a live lead or use Meta’s Lead Ads Testing Tool to generate a test lead.

To generate a test lead, select your Facebook page and the lead generation form in the testing tool. Fill in the lead details, such as name, email, and phone number, and submit the form. This will trigger Pabbly Connect to capture the lead details.

• Input the name as ‘Demo User’.
• Enter a dummy email address and mobile number.
• Submit the form to see the lead captured in Pabbly Connect.

Once the lead is captured, you will see the details in Pabbly Connect, confirming that the trigger step is successfully completed.

4. Sending Lead Details to CleverTap

Now that you have captured the lead details in Pabbly Connect, the next step is to send these details to CleverTap. In the action section, select ‘CleverTap’ as the application and choose the action event ‘Create or Update User Profile’.

Connect your CleverTap account by entering the Project ID and Passcode from your CleverTap settings. Ensure you also select the correct region for your account. After establishing the connection, you will need to map the lead details received from Instagram Lead Ads to the required fields in CleverTap.

Map the Object ID using the email or unique lead ID. Enter user profile data such as name, email, mobile number, and gender in the specified format. Click ‘Save and Send Test Request’ to add the user to CleverTap.

After sending the test request, check your CleverTap account to ensure the new lead has been added successfully.

5. Testing the Automation Workflow

To ensure that everything is functioning correctly, it’s important to test the automation you set up with Pabbly Connect. Go back to the Meta Lead Ads Testing Tool and generate another test lead, making sure to delete any previous test leads first.

After submitting the new lead details, check your CleverTap account again. You should see the new lead added with all the correct information. This confirms that the automation between Instagram Lead Ads and CleverTap via Pabbly Connect is working as intended.

For further testing, you can repeat the process multiple times or try different lead details to ensure the automation is robust and reliable.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of leads from Instagram Lead Ads to CleverTap. This integration streamlines your lead management process, ensuring efficient tracking and engagement.