The #1 Way to Respond to Instagram Leads in SECONDS

Learn how to automate Instagram leads to Salesforce and Slack using Pabbly Connect in seconds. Step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for Integration

To automate your Instagram leads to Salesforce and Slack, you first need to access Pabbly Connect. Start by navigating to the Pabbly website by typing pabby.com in your browser.

Once on the landing page, sign in to your Pabbly account. If you are a new user, you can sign up for free, which gives you access to 100 tasks monthly. After signing in, you will see the dashboard where all your workflows are managed.

2. Creating a New Workflow in Pabbly Connect

Now that you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and select the modern workflow builder. Name your workflow as ‘Auto Send Instagram Leads to Salesforce and Slack’ and choose a folder for organization.

• Click on the ‘Create’ button to finalize the workflow setup.
• You will then see a box to enter your trigger application, which is crucial for starting the automation.

In this case, the trigger application will be Instagram Lead Ads, which will activate the workflow whenever a new lead is generated. This integration is essential for automating your lead management process.

3. Setting Up the Trigger with Instagram Lead Ads

To set up the trigger in Pabbly Connect, select Instagram Lead Ads as your trigger application and choose ‘New Lead Instant’ as the trigger event. Click on ‘Connect’ to link your Instagram account.

If you have existing connections, click on ‘Save’; otherwise, select ‘Add New Connection’. You will be prompted to continue with your Facebook account, which should already be linked to your Instagram account. Once connected, you need to select your Facebook page and lead form.

• Open Meta for Developers to get your lead form details.
• Select the page and lead form you want to use for this integration.

After entering the required details, click on ‘Save and Send Test Request’ to capture the webhook response. This step is crucial for ensuring that your workflow is correctly set up to receive leads.

4. Adding Salesforce as an Action Step

After setting up the trigger, the next step in Pabbly Connect is to add Salesforce as an action application. Click on ‘Add New Action Step’ and search for Salesforce, then select ‘Create Contact’ as the action event.

Click on ‘Connect’ to establish the connection to your Salesforce account. If you have an existing connection, you can save it; otherwise, create a new connection by clicking on ‘Add New Connection’ and granting the necessary permissions.

Map the fields from the Instagram lead response to Salesforce fields. Make sure to use dynamic mapping to keep the data relevant for future leads.

Once all details are mapped correctly, click on ‘Save and Send Test Request’ to verify that the contact is created in Salesforce successfully.

5. Notifying the Team on Slack

The final step involves notifying your team on Slack using Pabbly Connect. Add another action step and search for Slack, selecting ‘Send Channel Message’ as your action event.

Connect to your Slack account by clicking on ‘Connect’ and entering the necessary permissions. Choose the channel where you want to send notifications, such as ‘Instagram Leads’.

Compose your message, including dynamic fields from the lead response like name, email, and phone number. Click on ‘Save and Send Test Request’ to send a test message to your Slack channel.

After executing this step, check your Slack channel to confirm that the message has been sent successfully, completing the automation process.

Conclusion

In this tutorial, we explored how to automate the process of responding to Instagram leads using Pabbly Connect. By integrating Instagram Lead Ads with Salesforce and Slack, you can respond to leads in seconds, ensuring no opportunity is missed. This seamless automation enhances efficiency and team communication.