Integrating Instagram Lead Ads with CleverTap Using Pabbly Connect

Learn how to seamlessly integrate Instagram Lead Ads with CleverTap using Pabbly Connect. Follow our step-by-step guide to automate lead management. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Instagram Lead Ads

To begin integrating Instagram Lead Ads with CleverTap, you must first set up Pabbly Connect. This platform allows for seamless automation between various applications. Start by creating a free account on Pabbly Connect, which can be done in just a few minutes.

Once you have your account, create a new workflow. Click on the ‘Create Workflow’ button, name it (e.g., ‘Instagram Lead Ads to CleverTap’), and select the folder for your automation. This step is essential as it organizes your workflows effectively.

2. Trigger Step: Connecting Instagram Lead Ads

In this section, you will set up the trigger for the integration. The first action is to connect your Instagram Lead Ads account to Pabbly Connect. In the trigger window, search for ‘Instagram’ and select ‘Instagram Lead Ads’ as the app. Choose the trigger event as ‘New Lead Instant’ and click on connect.

Next, you will need to authorize your Instagram account. Click on the ‘Connect with Instagram Lead Ads’ button. Ensure your Instagram account is linked to your Facebook page, as this is crucial for running ads. After successful connection, select your Facebook page and the specific lead generation form you wish to use. You can also choose to capture leads from all forms.

• Select your Facebook page linked to Instagram.
• Choose the lead generation form.
• Click on ‘Save and Send Test Request’.

This completes the trigger setup. Now, Pabbly Connect will wait for a new lead response from Instagram Lead Ads, allowing you to capture leads automatically.

3. Testing the Lead Capture

To test the integration, you can either wait for a live lead to be generated or use Meta’s Lead Ads Testing Tool. This tool allows you to create test leads quickly. After generating a test lead, you should see the details populate in Pabbly Connect within seconds.

Once you submit the test lead, return to your Pabbly Connect workflow to check for the new lead response. This response will include the lead’s name, email, mobile number, and gender, confirming that the trigger is functioning correctly.

• Access the Lead Ads Testing Tool.
• Select your Facebook page and lead form.
• Submit a test lead.

After confirming the details appear in Pabbly Connect, you can proceed to the next step of adding the lead to CleverTap.

4. Action Step: Adding Leads to CleverTap

Now that you have successfully captured leads, it’s time to add them to CleverTap. In the action window of Pabbly Connect, search for ‘CleverTap’ and select it. Choose the action event as ‘Create or Update User Profile’. Click on connect to link your CleverTap account.

To connect CleverTap, you will need your Project ID, Passcode, and Region. You can find these details in your CleverTap account settings. Once connected, proceed to map the lead details from Instagram to the fields in CleverTap. This includes mapping the Object ID and user profile data such as name, email, mobile number, and gender.

Enter your CleverTap Project ID and Passcode. Select the appropriate Region for your account. Map the user details from Instagram to CleverTap.

Click on ‘Save and Send Test Request’ to finalize the process. If successful, the lead will now be added as a user profile in CleverTap, confirming that the integration works seamlessly through Pabbly Connect.

5. Verifying Leads in CleverTap

After completing the integration, it’s essential to verify that the leads are correctly added to CleverTap. Go to the CleverTap dashboard and navigate to the segment section. You can search for the email address of the test lead you submitted earlier.

Once you find the lead, you should see all the details such as name, email, mobile number, and unique ID. This verification confirms that the automation workflow created using Pabbly Connect is functioning perfectly.

To further test the integration, generate additional test leads using the Meta Lead Ads Testing Tool. Ensure to delete previous test leads to avoid duplicates. By following this process, you can efficiently manage leads generated from Instagram ads in CleverTap.

Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with CleverTap using Pabbly Connect. This integration allows you to automate lead management effectively, ensuring all new leads are captured and organized seamlessly.