Integrating Instagram Lead Ads with QuickBooks Online Using Pabbly Connect

Learn how to integrate Instagram Lead Ads with QuickBooks Online using Pabbly Connect to automate customer creation efficiently. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Instagram Lead Ads with QuickBooks Online, you first need to access Pabbly Connect. This platform allows you to automate workflows seamlessly.

Visit the Pabbly Connect homepage and sign in or sign up if you are a new user. Once logged in, you will see the dashboard where you can create workflows. This is the central hub for all your integrations.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for connecting your applications. Click on the ‘Create Workflow’ button on the top right corner of the dashboard.

• Name your workflow, for example, ‘Create QuickBooks Online Customer from Instagram Lead Ads’.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see the trigger and action setup options. This is where the automation process begins.

3. Setting Up the Trigger with Instagram Lead Ads

In this section, we will set up the trigger using Instagram Lead Ads in Pabbly Connect. Select Instagram Lead Ads as your trigger application.

Choose the trigger event as ‘New Lead Instant’. This ensures that every time a new lead is generated through your Instagram ad, the system captures this event. You will need to connect your Instagram account to Pabbly Connect, which can be done by selecting ‘Add New Connection’ and authorizing the connection.

• Select your Facebook page linked to your Instagram account.
• Choose the lead generation form you are using.

Once the connection is established, you can test the trigger to ensure it captures lead data correctly. This step is crucial for the automation to function as intended.

4. Action Step to Create Customer in QuickBooks Online

Now, let’s set up the action step in Pabbly Connect to create a customer in QuickBooks Online. Select QuickBooks Online as your action application.

Choose the action event as ‘Create Customer’. This action will automatically create a new customer profile in your QuickBooks account whenever a new lead is captured from Instagram. Connect your QuickBooks account by selecting ‘Add New Connection’ and authorizing the connection.

Map the lead’s first name, last name, email, and phone number from the trigger data. Leave optional fields blank if not needed.

After mapping the data, click on ‘Save and Send Test Request’ to confirm that the customer has been created successfully in QuickBooks Online. This completes the action setup.

5. Testing the Integration for Success

To ensure everything is working correctly, you need to test the integration set up in Pabbly Connect. Generate a new test lead in your Instagram Lead Ads.

Go to the lead testing tool and select your Facebook page and lead form. Enter the test data and submit the form. After the submission, check your QuickBooks account to see if the new customer has been created.

Refresh your QuickBooks account to see the new customer entry. Verify that all lead details are accurately reflected in QuickBooks.

This testing phase confirms that the integration between Instagram Lead Ads and QuickBooks Online via Pabbly Connect is successful and ready for real-time use.

Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with QuickBooks Online using Pabbly Connect. This automation streamlines customer creation and enhances your business efficiency.