How to Add Leads from Instagram Ads to HubSpot CRM Automatically Using Pabbly Connect

Learn how to integrate Instagram Ads with HubSpot CRM automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless lead management. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Instagram Ads Integration

To start the process of adding leads from Instagram Ads to HubSpot CRM automatically, you need to access Pabbly Connect. This platform facilitates the integration without any coding knowledge required.

Open your browser and visit the Pabbly website by entering Pabbly.com/connect. If you are a new user, click on ‘Sign Up for Free’ to create an account or ‘Sign In’ if you already have an account. Once logged in, you will be directed to the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder or the classic builder. For this tutorial, select the classic builder for a familiar interface.

• Choose a name for your workflow.
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

This action opens the workflow window, where you will set up the trigger and action for your integration. The trigger is when a new lead is generated from Instagram Ads, and the action is to create a new contact in HubSpot CRM.

3. Setting Up the Trigger for Instagram Ads

In this section, you will set up the trigger in Pabbly Connect. Search for the trigger application, which is Instagram Lead Ads. Select the trigger event as ‘New Lead Instant’ and click on ‘Connect’. You will need to add a new connection to link your Instagram account.

Choose your Facebook account associated with your Instagram Ads and grant the necessary permissions. Next, select the specific Facebook page that runs your Instagram Ads. After that, choose the lead form you want to use. Finally, click on ‘Save and Send Test Request’ to capture the lead details.

4. Testing the Integration with a Test Lead

To ensure your integration works correctly, you will need to test it. Open a new tab and navigate to the Meta for Developers page. Use the Lead Ads Testing Tool to create a test lead. Select the same Facebook page and lead form you used in your workflow.

• Fill in the test lead details such as name, email, and phone number.
• Submit the form to create a test lead.

Once submitted, return to Pabbly Connect to check if the details of the test lead were captured successfully. You should see all the information populated in your workflow, confirming that the trigger is working as intended.

5. Setting Up the Action in HubSpot CRM

Now that the trigger is set up, it’s time to configure the action that will send the lead details to HubSpot CRM using Pabbly Connect. Select HubSpot as your action application and choose the event as ‘Create a Contact’. Click on ‘Connect’ to link your HubSpot account.

Map the required fields from the lead data captured in the previous step to the corresponding fields in HubSpot. This includes mapping the first name, last name, email address, and phone number. After mapping, click on ‘Save and Send Test Request’ to verify that the lead information is correctly added to your HubSpot CRM.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding leads from Instagram Ads to HubSpot CRM. By following these steps, you can ensure that your sales team receives new leads promptly for efficient follow-up. Start using this integration today to streamline your lead management process!