Integrating Instagram Leads with Slack and WhatsApp Using Pabbly Connect

Learn how to integrate Instagram leads with Slack and WhatsApp using Pabbly Connect for automated notifications and messaging. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating applications, first access Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 free tasks monthly.

Once logged in, you will see the dashboard. Here, click on the ‘Access Now’ button under the Pabbly Connect icon. This opens the dashboard where you can create your automation workflows.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to notify your team on Slack whenever a new lead is generated through Instagram Lead Ads. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. using Pabbly Connect

• Name your workflow, for example, ‘Notify Team on Slack for New Instagram Leads’.
• Select a folder to save your workflow.
• Click ‘Create’ to finalize the workflow.

Your workflow is now created, and you will see two windows: one for the trigger and one for the action. The trigger will be set up next.

3. Setting Up the Instagram Lead Ads Trigger

Now, set up the trigger in Pabbly Connect. Select ‘Instagram Lead Ads’ as your trigger application. This allows Pabbly Connect to capture new leads generated from your Instagram ads.

For the trigger event, choose ‘New Lead Instant’. After selecting this, click the ‘Connect’ button. If you are connecting for the first time, click on ‘Add New Connection’ and authorize Pabbly Connect to access your Instagram account.

• Select the Facebook Page linked to your Instagram account.
• Choose the lead generation form created for your Instagram ads.

Once you have selected the necessary details, click on ‘Save and Send Test Request’ to ensure everything is working correctly.

4. Notifying the Team on Slack

Next, we will set up the action step in Pabbly Connect to send notifications to your Slack channel. Select ‘Slack’ as your action application and choose ‘Send Channel Message’ as the action event.

Click on the ‘Connect’ button, then authorize Pabbly Connect with your Slack account. Choose the specific Slack channel where you want the notifications to be sent, for example, the ‘Instagram Leads Details’ channel.

Compose your message to include lead details such as name, email, and phone number. Map the data from the previous step to ensure the message is personalized. Click on ‘Save and Send Test Request’ to test the notification.

Check your Slack channel to confirm that the notification has been successfully sent.

5. Sending WhatsApp Messages to Leads

Finally, we will set up WhatsApp messaging for the leads using Pabbly Connect. Select ‘WhatsApp AI Sensei’ as your action application and choose ‘Send Template Message’ as the action event.

Connect your WhatsApp AI Sensei account by entering the API key. After connecting, select the campaign name that you’ve created for sending messages, and map the necessary details such as the lead’s phone number and name.

Use the message template you created to personalize the message to each lead. Click on ‘Save and Send Test Request’ to ensure the message is sent correctly.

Check your WhatsApp to verify that the message has been received successfully, completing the automation process.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Instagram leads with Slack and WhatsApp for automated notifications and messaging. By following these steps, you can streamline your lead management process effectively.