Integrating Instagram Lead Ads with CleverTap Using Pabbly Connect

Learn how to seamlessly integrate Instagram Lead Ads with CleverTap using Pabbly Connect to automate lead management and user engagement. 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. Setting Up Pabbly Connect for Automation

To start integrating Instagram Lead Ads with CleverTap, you’ll first need to set up Pabbly Connect. This powerful integration platform allows you to automate the process of adding new leads from Instagram directly into CleverTap.

Begin by signing up for a free Pabbly Connect account. Once you have access, create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow, for example, ‘Instagram Lead Ads to CleverTap,’ and select the appropriate folder in your Pabbly Connect account.

2. Setting Up the Trigger with Instagram Lead Ads

In this section, you will configure the trigger in Pabbly Connect to capture new leads from Instagram Lead Ads. Select Instagram as your application and choose the ‘New Lead’ trigger event from the dropdown menu.

• Choose ‘Connect’ and then ‘Add New Connection’ to link your Instagram account.
• Once connected, select the Facebook page associated with your Instagram account.
• Choose the specific lead generation form or select ‘All Lead Gen Forms’ to capture leads from multiple forms.

After setting up the trigger, click on ‘Save and Send Test Request’. Pabbly Connect will wait for a response from the Instagram Lead Ads, confirming that the trigger is working correctly.

3. Capturing Leads from Instagram

To capture leads effectively, you can use Meta’s Lead Ads Testing Tool or wait for live leads from your ad campaign. If you opt for the testing tool, select your Facebook page and lead form, and generate a test lead by filling out the form. using Pabbly Connect

Once the test lead is submitted, you should see the lead details appear in your Pabbly Connect workflow. This confirms that the connection is active and functioning as expected. The next step is to use these details to create a user profile in CleverTap.

4. Setting Up the Action with CleverTap

Now that you have the lead details from Instagram, it’s time to set up the action in Pabbly Connect to add the lead to CleverTap. Search for CleverTap in the action step and choose the ‘Create or Update User Profile’ action event.

• Connect your CleverTap account by entering the Project ID, Passcode, and Region.
• Map the Object ID using the unique lead ID or email address from the Instagram lead.
• Fill in the user profile details such as name, email, mobile number, and gender using the mapping feature.

After entering all necessary details, click on ‘Save and Send Test Request’. If successful, the lead will now appear as a user in your CleverTap account.

5. Testing the Automation Workflow

To ensure everything is working smoothly, perform a test of the automation workflow you created with Pabbly Connect. Generate another test lead using the Meta Lead Ads Testing Tool, ensuring to delete any previous test leads to avoid duplicates.

After submitting the new test lead, check your CleverTap account to confirm the new user profile has been created. You should see all the details accurately reflected, indicating that the integration is functioning as intended.

Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with CleverTap using Pabbly Connect. By following these steps, you can automate lead management and enhance user engagement effectively.