How to Add Instagram Leads as HubSpot Contacts Using Pabbly Connect

Learn how to seamlessly add Instagram leads as HubSpot contacts using Pabbly Connect with this step-by-step tutorial. Maximize your CRM efficiency today! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start adding Instagram leads as HubSpot contacts, you first need to access Pabbly Connect. Type the URL ‘Pabbly.com/connect’ into your browser to reach the landing page of Pabbly Connect.

Once you are on the Pabbly Connect page, you will see options for signing in or signing up. If you are new, click on ‘Sign Up Free’ to create an account. Existing users can sign in directly. Remember, signing up gives you 100 free tasks every month to explore and practice using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be redirected to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. You will be prompted to select between the Beta and Classic workflow builders; choose the Beta for a modern experience.

• Click on ‘Create Workflow’.
• Choose a name for your workflow, such as ‘Instagram Leads to HubSpot CRM’.
• Select your folder for organization.

After naming your workflow, click ‘Create’ to proceed. You will now be on the workflow page where you can add triggers to initiate your automation. This is where Pabbly Connect shines by allowing you to automate the process of adding Instagram leads directly into HubSpot CRM.

3. Setting Up Instagram Lead Triggers

In the workflow page, the next step is to set up your trigger. Click on ‘Add Trigger’ and select ‘Instagram Lead Ads’ as your trigger app. Choose the event ‘New Lead Instant’ to initiate the workflow when a new lead is captured.

After selecting the trigger app, you will need to connect your Facebook account that is linked to your Instagram. Click on ‘Connect’ and choose the appropriate Facebook account. Ensure that your Facebook account is logged in to facilitate this connection. Once connected, select the specific page and lead form you want to use.

• Select your Facebook page (e.g., Digital Dynamics).
• Choose the lead form (e.g., New Lead Ads Form).

After setting up the trigger, enable the toggle for simple response to ensure you receive the data in a straightforward format. This step is crucial for the seamless operation of Pabbly Connect.

4. Testing the Integration

Once the trigger is set up, it’s time to test the integration. You can use the Lead Ad Testing Tool on Facebook to simulate a new lead. Fill out the lead form with the required information like name, email, and phone number, then submit the form.

After submitting the form, return to Pabbly Connect to check if the response has been captured successfully. You should see the details of the lead you just created. This confirmation indicates that your trigger is functioning correctly.

Fill out the form with test data. Submit the form and check for a successful response in Pabbly Connect.

With successful testing, you can be assured that the integration is ready to send data from Instagram to HubSpot CRM through Pabbly Connect.

5. Adding HubSpot Action Steps

The final step is to add action steps in HubSpot CRM. Click on ‘Add New Action Step’ and select ‘HubSpot CRM’ as the action app. Choose the event ‘Create Contact’ to add new leads into your HubSpot CRM.

After selecting HubSpot CRM, you will be prompted to connect your HubSpot account. Click on ‘Connect’ and select the appropriate HubSpot account. Once connected, you will be able to map the fields from Instagram leads to HubSpot contacts.

Map fields such as first name, last name, email, and phone number. Click ‘Save and Send Test Request’ to finalize the integration.

After completing the mapping, test the action step to ensure that new contacts are created in HubSpot CRM when leads come in from Instagram. This process showcases the power of Pabbly Connect in automating your business workflows.

Conclusion

In this tutorial, we demonstrated how to add Instagram leads as HubSpot contacts using Pabbly Connect. By following these steps, you can automate your lead management process efficiently and effectively. Start using Pabbly Connect today to streamline your business operations!