Automate Deal Creation in Pipedrive from Instagram Lead Ads Using Pabbly Connect

Learn how to automate deal creation in Pipedrive from Instagram Lead Ads using Pabbly Connect. Follow this step-by-step tutorial to streamline your lead management. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create deals automatically in Pipedrive from Instagram Lead Ads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’ in your browser.

Once on the Pabbly Connect page, you’ll see options to sign in or sign up. If you’re a new user, click on ‘Sign up for free’ to get started. Existing users should click on ‘Sign in’ to access their account. After signing in, select ‘Access Now’ under Pabbly Connect to begin.

2. Creating Your Workflow in Pabbly Connect

After accessing your Pabbly Connect account, click on the ‘Create Workflow’ button. You will be prompted to select a workflow builder. Choose the new workflow builder for a modern interface.

• Click on ‘Create’ after naming your workflow.
• This will open the workflow window where you can set up triggers and actions.

In this workflow, your trigger will be Instagram Lead Ads, and the action will be creating a deal in Pipedrive. This setup allows you to automate the process seamlessly using Pabbly Connect.

3. Setting Up the Trigger with Instagram Lead Ads

To set up your trigger, click on the ‘Add Trigger’ button. Select ‘Instagram Lead Ads’ as your trigger application and choose ‘New Lead Instant’ as the trigger event. Then click on ‘Connect’ to establish the connection.

• Add a new connection to link your Instagram Lead Ads with Pabbly Connect.
• Select your Facebook account associated with the Instagram ads.

After successfully connecting Instagram Lead Ads, you will be able to select your Facebook page and the lead generation form. This ensures that all new leads from your Instagram ads are captured by Pabbly Connect for further processing.

4. Capturing Test Leads for Workflow

To capture test leads, you need to perform a test submission. Open a new tab and go to the Meta for Developers page. Navigate to the Developer Tools and find the Lead Ads Testing Tool.

Select your Facebook page and the same lead form you used in your workflow. Fill in the details for a test lead and submit the form.

Once submitted, Pabbly Connect will capture the test lead’s details as a webhook response. This confirms that your trigger is working correctly and ready to process real leads.

5. Creating Deals in Pipedrive from Captured Leads

Now that your trigger is set up, you can proceed to create deals in Pipedrive. Click on ‘Add Action’ and select ‘Pipedrive’ as the action application. Choose ‘Create a Person’ as the action event and connect using your Pipedrive API token.

Map the details from the captured lead response to create a new person in Pipedrive. After creating the person, add another action to create a deal using the same Pipedrive connection.

When creating the deal, ensure you map the necessary fields such as title, person ID, email address, and phone number. With this setup, Pabbly Connect ensures that every new Instagram lead is automatically converted into a deal in Pipedrive, streamlining your lead management process.

Conclusion

In this tutorial, we learned how to automate the creation of deals in Pipedrive from Instagram Lead Ads using Pabbly Connect. By following the steps outlined, you can efficiently manage your leads and enhance your business operations.