Automatically Send Instagram Leads to HubSpot CRM

Learn to automatically send Instagram leads to HubSpot CRM using Pabbly Connect. Follow our detailed tutorial to streamline your lead management process. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Instagram and HubSpot Integration

To automatically send Instagram leads to HubSpot CRM, the first step is to access Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect. This will take you to the Pabbly Connect landing page where you can either sign up for a new account or sign in if you already have one.

If you are a new user, click on the ‘Sign Up Free’ button. Existing users should click on ‘Sign In’. Signing up grants you 100 free tasks each month, allowing you to practice using Pabbly Connect effectively. Once logged in, you will be directed to the dashboard where you can start creating workflows.

2. Creating a New Workflow in Pabbly Connect

Now that you are in Pabbly Connect, the next step is to create a new workflow for integrating Instagram leads into HubSpot CRM. Click the ‘Create Workflow’ button on the dashboard. You will be prompted to select a workflow builder; choose the modern beta version for a faster experience.

• Click on ‘Select’ to proceed.
• Provide a name for your workflow, such as ‘Add Instagram Leads to HubSpot CRM’.
• Select your desired folder for organization.

Once you click ‘Create’, you will see a confirmation message indicating that your workflow has been successfully created. You can now set up the trigger for this workflow, which will initiate the process whenever a new lead is generated.

3. Setting Up the Trigger with Instagram Lead Ads

To trigger the workflow, select Instagram Lead Ads as the application. In Pabbly Connect, search for and select Instagram Lead Ads as your trigger app. The event you will select is ‘New Lead Instant’. This means that every time a new lead is generated, it will trigger the workflow.

After selecting the trigger, click on the ‘Connect’ button. You will need to establish a connection by logging into your Facebook account, which is linked to your Instagram account. Once connected, select the specific Facebook page and lead form you want to use. Ensure that the response format is set to ‘Simple’ for easier data handling.

4. Adding HubSpot CRM as the Action Step

With the trigger set, it’s time to add HubSpot CRM as the action step in your workflow. In Pabbly Connect, click on the ‘Add New Action Step’ button and search for HubSpot CRM. Select ‘Create a Contact’ as the action event.

Once you click ‘Connect’, you will be prompted to log into your HubSpot CRM account. After successful authentication, you will see various fields to map your Instagram lead data. This includes mapping the email, first name, last name, and phone number from the Instagram lead to the corresponding fields in HubSpot CRM.

• Map the email address from the Instagram lead response.
• Map the first name and last name accordingly.
• Map the phone number for complete contact information.

After mapping these fields, click on ‘Save and Send Test Request’ to ensure that the contact is created successfully in HubSpot CRM. Refresh your HubSpot contacts page to verify that the new lead appears.

5. Finalizing Your Automation with Pabbly Connect

After confirming that the new contact has been created in HubSpot CRM, your automation is now complete. Pabbly Connect has successfully linked Instagram leads to HubSpot CRM, ensuring that every new lead is automatically added as a contact.

This automation not only saves time but also enhances your lead management process. You can further explore other integrations and automations using Pabbly Connect to streamline your business operations. Remember to utilize the community resources for any support or ideas.

Conclusion

In this tutorial, we learned how to automatically send Instagram leads to HubSpot CRM using Pabbly Connect. By following the detailed steps outlined, you can streamline your lead management and improve efficiency in your business operations. Start using Pabbly Connect today to automate your workflows and enhance productivity.