How to Save Instagram Leads to Airtable Using Pabbly Connect

Learn how to save Instagram leads to Airtable using Pabbly Connect with this detailed step-by-step tutorial. Automate your lead management effortlessly! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Instagram Leads

To save Instagram leads to Airtable, the first step is to set up Pabbly Connect. This powerful automation platform allows you to create seamless workflows without any coding skills. Begin by visiting the Pabbly Connect website and signing up for a free account if you are a new user. Existing users can simply log in to access the workflow builder.

Once logged in, you will be presented with the workflow builder interface. This is where you will create the automation that connects Instagram to Airtable. In this interface, triggers and actions are essential components of your workflow. The trigger initiates the process, while the action is the result of that trigger.

2. Connecting Instagram Lead Ads to Pabbly Connect

The next step involves connecting Instagram Lead Ads to Pabbly Connect. Click on the ‘Add Trigger’ button and search for ‘Instagram Lead Ads’. Select it, and for the event, choose ‘New Lead Instant’. Click on the connect button to establish the connection.

• Ensure you have a Facebook page linked to your Instagram account.
• Select an existing connection or add a new connection as prompted.
• Log in to your Facebook account if prompted to complete the connection.

After selecting your Facebook page, choose the lead generation form you want to use. Make sure to enable the simple response button to capture the lead details in a straightforward format. Save your settings and send a test request to ensure everything is functioning correctly.

3. Capturing Lead Data from Instagram

Now that your Instagram Lead Ads are connected to Pabbly Connect, it’s time to capture lead data. Open a new tab and navigate to the Meta for Developers site. Find the Lead Ads Debug Tool and select the same page and form you previously set up in Pabbly Connect.

Fill out the lead form with test data, including first name, last name, email, phone number, and company name. After submitting the form, return to Pabbly Connect to see if it has captured the lead data. This step is crucial as it verifies that your automation is working correctly.

Upon successful submission, Pabbly Connect will display the captured lead details. This confirms that the integration between Instagram and Pabbly Connect is functioning as intended, setting the stage for the next step: transferring this data to Airtable.

4. Transferring Data to Airtable Using Pabbly Connect

With the lead data captured, the next step is to transfer this information to Airtable. In your Pabbly Connect workflow, click on ‘Add New Action Step’ and search for ‘Airtable’. Select it and choose the event ‘Create Record’. Click connect to establish the connection. using Pabbly Connect

• Choose to add all resources or just a specific base for your Airtable connection.
• Select the base name and table name where the leads will be stored.
• Map the fields from the Instagram lead data to the corresponding fields in Airtable.

After mapping the data, click on ‘Save and Send Test Request’ to send the lead data to Airtable. Once the test is successful, refresh your Airtable to see the newly added lead details. This integration allows your sales team to follow up promptly with leads captured from Instagram.

5. Finalizing Your Automation with Pabbly Connect

After successfully transferring lead data to Airtable, you have completed the essential steps to automate your lead management process using Pabbly Connect. This automation ensures that every time a new lead is generated from Instagram, the details will be automatically recorded in Airtable without any manual effort.

By using Pabbly Connect, you can sit back and relax, knowing that your lead data is being efficiently managed. This integration saves time and ensures that your sales team can focus on converting leads into customers rather than manually entering data.

Now that your automation is set up, feel free to explore additional features of Pabbly Connect to integrate more applications and enhance your business processes further. Enjoy the benefits of automation and streamline your workflow effectively!

Conclusion

In conclusion, by using Pabbly Connect, you can effortlessly save Instagram leads to Airtable. This automation not only saves time but also enhances your lead management efficiency. Start using Pabbly Connect today to automate your processes!