Auto-Send Thank-You Emails to Instagram Leads via SendGrid with Pabbly Connect

Learn how to auto-send thank-you emails to Instagram leads using SendGrid and Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 Integration

To auto-send thank-you emails to Instagram leads via SendGrid, the first step is accessing Pabbly Connect. You can do this by navigating to the Pabbly Connect website. If you’re a new user, you can sign up for a free account, which provides 100 free tasks monthly.

Once on the Pabbly Connect homepage, you’ll see options to sign in or sign up. After logging in, you will be directed to the Pabbly Connect dashboard, where you can create workflows that integrate different applications seamlessly.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that connects Instagram Lead Ads to SendGrid using Pabbly Connect. Start by clicking on the ‘Create Workflow’ button. You will have two workflow builders available: the modern beta version and the classic one. Choose the beta version for a more flexible experience.

• Click on the ‘Select’ button to choose the beta workflow builder.
• Name your workflow, for example, ‘Send Thank You Emails to Instagram Leads via SendGrid.’
• Select your desired folder to organize your workflow.

After naming your workflow, click on the ‘Create’ button. Your workflow will now be set up and ready to add triggers and actions.

3. Setting Up the Trigger for Instagram Leads

The next step in using Pabbly Connect is setting up the trigger that initiates the workflow. Click on the ‘Add Trigger’ button and search for Instagram Lead Ads. Select it as your trigger app and choose the event ‘New Lead Instant’.

Now, you need to connect your Instagram account by clicking the ‘Connect’ button. Ensure your Facebook account is logged in and linked to your Instagram account for a successful connection. After connecting, select the page and the lead generation form from which you want to capture leads.

• Choose the page associated with your Instagram account.
• Select the specific lead form you want to use.

Once you have set up the trigger, click on ‘Save and Send Test Request’ to ensure everything is working correctly.

4. Setting Up the Action to Send Emails via SendGrid

Now that the trigger is established, it’s time to set up the action that sends the thank-you email via SendGrid using Pabbly Connect. Click on the ‘Add New Action’ button and search for SendGrid. Select it and choose the action event ‘Send Email’.

Next, create a new connection to SendGrid by clicking on ‘Add New Connection’. You will need to input your SendGrid API key, which can be generated from your SendGrid account under API settings. Make sure to give your API key full access permissions.

Copy the API key from your SendGrid account. Paste it into the API key field in Pabbly Connect. Click ‘Save’ to establish the connection.

After saving the connection, you will need to map the necessary fields such as the recipient’s email, subject, and content of the email. Make sure to personalize the email content using the lead’s information captured from the Instagram form.

5. Testing the Integration to Ensure Functionality

The final step in this process with Pabbly Connect is to test the integration. After mapping all the fields in the SendGrid action, click on ‘Save and Send Test Request’ to send a test email. This will confirm that your setup is working correctly.

Check your email inbox to see if the test email has been received. The email should display the personalized content corresponding to the lead information filled in the Instagram lead form. If everything looks good, your automation is now complete!

By following these steps, you can effectively automate the process of sending thank-you emails to your Instagram leads using SendGrid and Pabbly Connect. This integration not only saves time but also enhances customer engagement.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to auto-send thank-you emails to Instagram leads via SendGrid. By following these steps, you can enhance your business processes and improve communication with your leads effectively.