How to Automatically Add Instagram Leads to Pipedrive CRM Using Pabbly Connect

Learn how to integrate Instagram leads with Pipedrive CRM automatically using Pabbly Connect. This tutorial provides step-by-step guidance for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Instagram and Pipedrive Integration

To start integrating Instagram leads with Pipedrive CRM, the first step is to access Pabbly Connect. Navigate to the Pabbly Connect website at www.Pabbly.com/connect. Here, you will find options to sign up or log in if you are an existing user.

Once logged in, you will be directed to the dashboard of Pabbly Connect. From there, click on the ‘Create Workflow’ button to initiate the integration process. This is where you will set up the connection between Instagram and Pipedrive CRM.

2. Setting Up the Workflow in Pabbly Connect

In this section, you will define your workflow. Start by selecting ‘Instagram Lead Ads’ as the trigger app within Pabbly Connect. This will allow the workflow to activate whenever a new lead is generated from your Instagram ads.

• Choose the trigger event as ‘New Lead Instant’ to capture leads immediately.
• Click the ‘Connect’ button to establish a connection between Instagram Lead Ads and Pabbly Connect.
• Ensure your Facebook account linked to Instagram is logged in.

After clicking the ‘Connect’ button, select your Facebook account and then click ‘Save’. This completes the trigger setup, allowing Pabbly Connect to listen for new leads from Instagram.

3. Mapping Lead Details from Instagram to Pipedrive

Next, you will map the lead details to Pipedrive CRM. After setting up the trigger, select ‘Pipedrive CRM’ as your action app in Pabbly Connect. Choose the action event as ‘Create Person’ to add new contacts based on the leads received.

• Click on the ‘Connect’ button to link Pipedrive with Pabbly Connect.
• Paste your Pipedrive API token to authenticate the connection.
• Map the fields such as first name, last name, email, and phone number from the Instagram lead details.

This mapping ensures that each new lead from Instagram is accurately reflected in Pipedrive CRM, enhancing your sales tracking capabilities through Pabbly Connect.

4. Creating a Deal in Pipedrive from Instagram Leads

After successfully mapping the lead details, the next step is to create a deal in Pipedrive. In this step, select ‘Create Deal’ as the action event in your Pabbly Connect workflow.

Once again, click on the ‘Connect’ button to establish the connection. After the connection is made, you will need to map the deal title using the lead’s name and other relevant fields. This will ensure that each lead is converted into a deal automatically.

Finally, click on ‘Save and Send Test Request’ to verify that the integration works as intended. Check your Pipedrive account to confirm that the deal has been created successfully, demonstrating the power of Pabbly Connect in automating your sales process.

5. Testing the Integration and Final Steps

The last step in this integration process is to test the entire workflow. Fill out the lead form linked to your Instagram ads to generate a new lead. This will trigger the workflow you set up in Pabbly Connect.

Once the form is submitted, check your Pipedrive CRM to ensure that the new lead appears as a deal. This confirms that the integration is functioning correctly and that leads from Instagram are being added to Pipedrive automatically.

If everything is set up correctly, you will see the new deal reflecting the details from the Instagram lead. This seamless integration highlights the efficiency of using Pabbly Connect for managing your leads and enhancing your CRM capabilities.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add Instagram leads to Pipedrive CRM. By following the steps outlined, you can streamline your lead management process and improve your sales tracking efficiency.