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

Learn how to automate adding leads from Instagram Lead Ads to Pipedrive CRM using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of adding leads from Instagram Lead Ads to Pipedrive CRM, you first need to access Pabbly Connect. Open your browser and navigate to pabby.com/connect. This will take you to the Pabbly Connect homepage where you can begin setting up your integration.

Once on the homepage, you will see options to sign in or sign up for free. If you’re a new user, select the sign-up option to get started with 300 free tasks every month. Existing users can simply sign in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. To create a workflow, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to choose between the new beta version or the classic version. For this tutorial, select the beta version for a more modern experience.

• Click on ‘Create Workflow’.
• Name your workflow as ‘Add Leads from Instagram Lead Ads to Pipedrive CRM Automatically’.
• Select an appropriate folder for your workflow.

After naming your workflow and selecting a folder, click the create button. This will set up the foundation for your automation process.

3. Setting Up the Trigger for Instagram Lead Ads

In this section, you will set up the trigger that initiates the workflow in Pabbly Connect. Click on the ‘Add Trigger’ button and select ‘Instagram Lead Ads’ as your trigger application. From the app event dropdown, choose ‘New Lead Instant’.

Next, click on ‘Connect’ to establish a new connection with your Instagram Lead Ads account. If prompted, select your Facebook account that is linked to your Instagram account. This connection is essential for capturing leads from your ads.

• Select your Facebook page and the specific lead generation form.
• Click on ‘Save and Send Test Request’ to test the connection.

This will allow Pabbly Connect to listen for new leads generated through your Instagram ads.

4. Adding Action Steps to Create a Person and Deal in Pipedrive

Now that your trigger is set up, the next step is to add action steps in Pabbly Connect. First, select ‘Pipedrive’ as your action application and choose ‘Create Person’ as the action event. You will need to connect your Pipedrive account using your API token, which can be found in your Pipedrive account settings.

After successfully connecting, map the fields from your lead data to the corresponding fields in Pipedrive. For example, map the first name and last name from the lead to the name field in Pipedrive. After mapping, click on ‘Save and Send Test Request’ to create a new person in your Pipedrive account.

Map the lead’s phone number and email address to the respective fields. Select visibility options for the new person.

Once the person is created successfully, you will proceed to create a deal for the same lead in Pipedrive by adding another action step.

5. Finalizing the Integration with Pabbly Connect

In the final step, add another action for Pipedrive to create a deal. Select ‘Create Deal’ as the action event and use the existing connection you set up earlier. You can then specify the title of the deal and map the person ID from the previous step.

Once all necessary fields are filled out, click on ‘Save and Send Test Request’. This will create a new deal in your Pipedrive account associated with the lead captured from Instagram Lead Ads. You can verify the new deal in your Pipedrive dashboard.

With this, you have successfully automated the process of adding leads from Instagram Lead Ads to Pipedrive CRM using Pabbly Connect.

Conclusion

In this tutorial, we explored how to add leads from Instagram Lead Ads to Pipedrive CRM automatically using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that every new lead is promptly captured and organized in your CRM system.