Integrating Simply and Legion with Pabbly Connect: A Step-by-Step Guide

Learn how to use Pabbly Connect to integrate Simply and Legion effectively. This detailed tutorial covers every step for seamless automation. 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

Accessing Pabbly Connect for Integration

To begin, accessing Pabbly Connect is essential for integrating Simply and Legion. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. Once on the homepage, you will find options to sign in or sign up for free.

If you are an existing user, click on the ‘Sign In’ button at the top right corner. New users can click ‘Sign Up for Free’ to create an account and receive 100 free tasks monthly. After logging in, navigate to the Pabbly Connect dashboard.

Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you need to create a new workflow for your integration. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, let’s name it ‘Integration of Simply and Legion’.

Next, select the folder where you want to save this workflow. Once done, click on the ‘Create’ button. This action sets up two boxes: one for the trigger application and another for the action application. Here, Instagram Lead Ads will be your trigger application.

• Click on the trigger box and select Instagram Lead Ads.
• Choose the trigger event as ‘New Lead’.
• Click on the ‘Connect’ button to establish the connection.

After selecting the trigger, you will need to authenticate your Instagram account. This process ensures that Pabbly Connect can access your leads effectively.

Configuring Instagram Lead Ads in Pabbly Connect

Once the connection is established, you will need to configure your Instagram Lead Ads settings in Pabbly Connect. Select the Facebook Page linked to your Instagram account and the specific lead form you want to use. This step is crucial as it determines which leads will trigger the workflow.

To do this, you can view your Facebook account to find the page and lead form. After selecting these, click on the ‘Save and Send Test Request’ button to test the connection. This action allows Pabbly Connect to capture the lead data.

• Ensure you have the correct page selected.
• Select the lead form from the dropdown menu.
• Submit a test lead to verify the connection.

After submitting a test lead, check back in Pabbly Connect to confirm that the lead information has been received correctly.

Adding Contact to Simply from Legion

The next step in the workflow is to add the captured lead information to Simply. For this, you will select Simply as your action application in Pabbly Connect. Choose the action event as ‘Add or Update Contact’.

Click on the ‘Connect’ button to set up the connection. You will need to enter your Simply API key to authenticate this connection. After entering the API key, click on the ‘Save’ button to finalize the connection.

Select the list in Simply where you want to add the contact. Map the lead data fields from Instagram to Simply. Click ‘Save and Send Test Request’ to create the contact.

After successfully adding the contact, you can check your Simply account to confirm that the new lead has been added.

Testing and Verifying the Integration

To ensure everything is working smoothly, perform a test submission through your Instagram Lead Ads. This step will allow you to verify that leads are being captured and added to Simply correctly via Pabbly Connect.

Return to the lead ads testing tool, refresh the page, and submit a new lead form. After submitting, check your Simply account again to see if the new lead has been added. This process confirms that your integration is functioning as intended.

After completing these steps, you will have successfully integrated Simply and Legion using Pabbly Connect. This integration allows for seamless automation of your lead management process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Simply and Legion effectively. By following these steps, you can automate the process of adding new leads from Instagram Lead Ads to your Simply account, enhancing your lead management efficiency.