Learn how to integrate Instagram Lead Ads with LeadSquared CRM and automate WhatsApp messaging using Pabbly Connect in this detailed step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Instagram Lead Ads with LeadSquared CRM, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Start by navigating to the Pabbly Connect homepage.

Once there, you will see options to either sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users should select ‘Sign In’. After logging in, you will be directed to the Pabbly Connect dashboard, where you can start creating workflows.

2. Connecting Instagram Lead Ads to Pabbly Connect

Next, within Pabbly Connect, you will need to set up a trigger to connect Instagram Lead Ads. This is done by creating a new workflow. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Add Instagram Leads to LeadSquared CRM and Send WhatsApp Message’.

  • Select ‘Instagram Lead Ads’ as the trigger application.
  • Choose ‘New Lead Instant’ as the trigger event.
  • Click on ‘Connect’ to establish a new connection with your Instagram account.

After connecting your Instagram account, you will need to select the Facebook page associated with your Instagram Lead Ads. Make sure to authorize the connection and select the lead form you wish to use. This will enable Pabbly Connect to capture leads automatically whenever they fill out the form.

3. Adding Leads to LeadSquared CRM

Once your Instagram Lead Ads are set up, the next step is to add these leads into LeadSquared CRM using Pabbly Connect. In your workflow, select ‘LeadSquared CRM’ as the action application. Choose ‘Create or Update Lead’ as your action event.

To connect LeadSquared CRM with Pabbly Connect, you will need your API key and secret. Log in to your LeadSquared account, navigate to settings, and find the API section to obtain these credentials. Enter them into Pabbly Connect to establish the connection.

  • Map the lead details from Instagram, such as first name, last name, email, and phone number.
  • Ensure all required fields are filled correctly to create the lead.

After mapping the data, click on ‘Save and Send Test Request’ to verify that the lead is added successfully to your LeadSquared CRM. You should see a confirmation message indicating the lead was created.

4. Sending WhatsApp Messages Using AI Sensei

The final step involves sending an automated WhatsApp message to the new lead using Pabbly Connect. For this, select ‘WhatsApp by AI Sensei’ as the action application. Choose the action event ‘Test Send Template Message’ to send a message to the lead.

Connect your WhatsApp account with Pabbly Connect by entering the API key from your AI Sensei account. After establishing the connection, you will need to specify the campaign name and template message to be sent.

Enter the campaign name that is live in your WhatsApp AI Sensei account. Map the lead’s phone number and any dynamic variables used in the message template.

Once all details are entered, click on ‘Save and Send Test Request’ to send the WhatsApp message. You should receive a confirmation indicating the message was sent successfully to the lead.

5. Testing the Entire Automation

After setting up everything, it’s crucial to test your automation to ensure it works seamlessly. Start by generating a test lead in your Instagram Lead Ads. This involves going back to the Meta for Developers platform and using the lead testing tool.

After submitting the test lead, check your LeadSquared CRM to confirm that the lead has been added. Then, verify that the WhatsApp message was sent to the lead’s phone number as expected. This end-to-end testing will validate that Pabbly Connect is effectively automating the entire process.

With the successful test, you can now confidently rely on Pabbly Connect to automate your lead management and communication process. This integration not only saves time but also enhances customer engagement.

Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with LeadSquared CRM and automate WhatsApp messaging using Pabbly Connect. This process simplifies lead management and enhances customer interaction, making it a valuable asset for any business.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.