How to Add Instagram Leads to Agiled Automatically

Learn how to integrate Instagram leads with Agiled automatically using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Instagram leads with Agiled, you 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 sign in or sign up.

New users can click on the ‘Sign Up Free’ button to get 100 free tasks each month. Existing users should simply sign in. After signing in, you will see all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

2. Creating a New Workflow in Pabbly Connect

Once on the Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new beta version or the classic version. For this tutorial, select the beta version for a modern experience. using Pabbly Connect

• Click on the ‘Select’ button for the beta version.
• In the dialog box, name your workflow, e.g., ‘Add Instagram Leads to Agiled Automatically’.
• Choose a folder to save your workflow.

After naming your workflow and selecting a folder, click the ‘Create’ button. This step sets up your automation process, which consists of a trigger and an action.

3. Setting the Trigger in Pabbly Connect

Now it’s time to set the trigger for your automation. Since you want to capture new leads from Instagram, select ‘Instagram Lead Ads’ as your trigger application. Choose the event ‘New Lead Instant’. Click on ‘Connect’ to establish a connection. using Pabbly Connect

If you need to create a new connection, select ‘Add a New Connection’. Here, you will connect your Instagram account via Facebook. Choose the relevant Facebook account that is linked to your Instagram account. After selecting the account, click ‘Continue’ to proceed.

4. Configuring the Lead Form in Pabbly Connect

After connecting your Instagram account, the next step involves selecting the Facebook page and the lead form. Select your Facebook page, such as ‘Digital Dynamics’. Then, choose the specific lead form you wish to use, like ‘New Lead Ads Form’. using Pabbly Connect

• Make sure to select the correct lead form to capture leads accurately.
• Click ‘Save and Send Test Request’ to initiate the process.

This will set up your trigger to listen for new leads. After this, you can test the setup by generating a test lead through the Leads Testing Tool by Meta.

5. Adding Action Step to Create Contact in Agiled

With the trigger set up, the next step is to define the action. Select ‘Agiled’ as the action application and choose ‘Create Contact’ as the event. Click ‘Connect’ to set up a new connection. using Pabbly Connect

You will need to input your Agiled API key, which you can find under the API settings in your Agiled account. After entering the API key, click ‘Save’. Now, map the data from the Instagram lead to the Agiled contact fields, such as first name, last name, email, and phone number.

Once the mapping is done, click ‘Save and Send Test Request’ to confirm that a new contact is created in Agiled. Refresh your Agiled account to see the newly created contact with all the details you mapped.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add Instagram leads to Agiled. By following these steps, you can ensure that every new lead is captured and organized for effective follow-up, enhancing your lead management process.