Integrating Instagram Lead Ads with Zoho CRM Using Pabbly Connect

Learn how to seamlessly integrate Instagram Lead Ads with Zoho CRM for your hospitality business using Pabbly Connect. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Instagram Lead Ads with Zoho CRM for your hospitality business, start by accessing Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect to reach the platform.

Once on the homepage, you will see options to sign in or sign up for free. If you are an existing user, simply click on ‘Sign In’. New users can create an account quickly by clicking on ‘Sign Up for Free’, which allows you to explore the platform with 100 free tasks monthly.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to your dashboard and click on the ‘Create Workflow’ option. A dialog box will appear, prompting you to name your workflow. For this integration, name it ‘Add Instagram Lead Ads to CRM for Hospitality Business’.

• Choose a folder to save your workflow, such as ‘Automations for Instagram Lead Ads Marketing’.
• Click on ‘Create’ to proceed to the workflow editing screen.

Once created, you will see a blank workflow with three important sections: Trigger, Action, and the workflow details. In this setup, Instagram Lead Ads will be your trigger, and Zoho CRM will be the action.

3. Setting Up Instagram Lead Ads as Trigger

To set up your trigger, select ‘Instagram Lead Ads’ from the available applications in Pabbly Connect. Next, choose the trigger event as ‘New Lead Instant’ to ensure that every new lead from Instagram is captured immediately.

• Ensure you are logged into your Facebook and Instagram accounts to establish a connection.
• Click on ‘Connect’ and select ‘Add New Connection’ to link your Instagram account.

Once the connection is established, select the Facebook page associated with your Instagram account, and choose the lead generation form you created. This setup allows Pabbly Connect to capture leads from your Instagram ads seamlessly.

4. Connecting to Zoho CRM as Action

With your trigger set, it’s time to configure the action by selecting ‘Zoho CRM’ in Pabbly Connect. For the action event, choose ‘Insert or Update Record’ to create a lead in Zoho CRM.

Before connecting, ensure you are logged into your Zoho CRM account. Click on ‘Connect’ and provide your Zoho domain name, which you can find in your account URL.

Once the connection is authorized, you can map the fields received from Instagram to the corresponding fields in Zoho CRM. This ensures that every lead captured from Instagram is automatically added to your CRM, streamlining your lead management process.

5. Testing the Integration

After setting up both the trigger and action, it’s crucial to test the integration to ensure it works correctly. Use the Meta for Developers tool to submit a test lead using your Instagram lead form.

Select your Facebook page and lead form in the testing tool. Submit the test lead and check for a successful response in Pabbly Connect.

After submitting the form, verify that the lead details appear in your Zoho CRM. This confirms that your integration is successful, and from now on, every new lead from your Instagram ads will be automatically added to Zoho CRM, enhancing your lead management for your hospitality business.

Conclusion

By following this tutorial, you can effectively integrate Instagram Lead Ads with Zoho CRM using Pabbly Connect. This automation simplifies lead management, allowing your hospitality business to respond to inquiries quickly and efficiently.