Integrating Physio, URL, Peak Performance Physio with Pabbly Connect

Learn how to integrate Physio, URL, Peak Performance Physio using Pabbly Connect. This step-by-step guide walks you through the process of automation. 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 Physio, URL, and Peak Performance Physio, we will use Pabbly Connect. First, open your browser and search for Pabbly Connect. You will see options to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to get started.

Once logged in, you will be directed to the dashboard. Click on the button labeled ‘Create Workflow’ to begin. You will need to name your workflow, for example, ‘Create Active Campaign Contact from Instagram Lead Ads Leads’, and select the folder where you want to save it.

2. Setting Triggers in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect to capture leads from Instagram. The trigger will be set to ‘Instagram Lead Ads’. Search for this option and select it. For the trigger event, choose ‘New Lead Instant’ so that the workflow is triggered as soon as a new lead is submitted.

• Select your Facebook account linked to your Instagram.
• Choose the page, which in this case is ‘Peak Performance Physio’.
• Select the lead generation form associated with your Instagram ads.

After selecting the necessary options, click on ‘Save and Send Test Request’. This will prepare the workflow to receive data from your Instagram lead ads.

3. Mapping Data in Pabbly Connect

Once the trigger is set, we need to map the data received from Instagram to the action application in Pabbly Connect. For this, we will use Active Campaign as the action application. Click on ‘Active Campaign’ and choose ‘Create a Contact’ as the action event.

To connect your Active Campaign account, you will need to enter the API key and URL. Access your Active Campaign account settings and copy the necessary details. Make sure to remove ‘https’ from the URL before saving.

• Map the email address from the trigger response.
• Map the first name, last name, and phone number accordingly.
• Ensure all fields are correctly mapped to allow dynamic data entry.

After mapping the data, click on ‘Save and Send Test Request’ to create a contact in Active Campaign. You should see a confirmation that the contact has been successfully created.

4. Testing the Integration with Pabbly Connect

After setting everything up in Pabbly Connect, it’s time to test the integration. You can use the lead ads testing tool provided by Meta to submit a test lead. Ensure that you delete any previous leads to avoid conflicts.

Fill in the test details and submit the form. Once submitted, check your Pabbly Connect workflow to confirm that the lead details have been captured successfully. If everything is set correctly, you will see the lead details reflected in the workflow.

Next, refresh your Active Campaign account to verify that the new contact has been created. You should see the test lead listed with the details you entered during the submission.

5. Finalizing the Workflow in Pabbly Connect

To finalize your workflow in Pabbly Connect, review all settings and ensure that everything is configured correctly. You can run additional tests to confirm that the workflow triggers as expected whenever a new lead is submitted through Instagram lead ads.

Once satisfied, you can activate the workflow. This means that every time a new lead is generated from your Instagram ads, a corresponding contact will automatically be created in Active Campaign. This seamless integration enhances your lead management process.

In summary, using Pabbly Connect, you can efficiently automate the creation of contacts in Active Campaign from leads generated via Instagram. This integration streamlines your workflow and ensures that no leads are missed.

Conclusion

In this tutorial, we explored how to integrate Physio, URL, and Peak Performance Physio using Pabbly Connect. By following the step-by-step process, you can automate lead management and enhance your business efficiency.