Auto-Save Instagram Leads to Google Sheets (No Code!)

Learn how to auto-save Instagram leads to Google Sheets using Pabbly Connect in this step-by-step tutorial. Simplify your lead management today! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To auto-save Instagram leads to Google Sheets, start by accessing Pabbly Connect. Visit the Pabbly website by typing Pabbly.com into your browser. Here, you can sign in if you already have an account or sign up for free to get started.

Once signed in, navigate to the Pabbly Connect dashboard. This is where you can create and manage your automation workflows. For new users, you will receive 100 free tasks monthly, allowing you to test the platform before committing.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow as ‘Auto-Save Instagram Leads to Google Sheets’ and select a folder to organize your workflows. This will help you keep track of your automations. using Pabbly Connect

• Click on the plus icon to create a new folder if needed.
• Select the new beta workflow builder for a modern and flexible experience.
• Confirm your workflow name and folder selection before proceeding.

After creating the workflow, you will need to set up a trigger application. In this case, select ‘Instagram Lead Ads’ as your trigger application, which will initiate the workflow whenever a new lead is captured.

3. Configuring the Trigger with Instagram Lead Ads

In the trigger setup, choose ‘New Lead Instant’ as the trigger event. Click on ‘Connect’ to establish a connection. If you don’t have an existing connection, select ‘Add New Connection’ and log into your Instagram account via Facebook.

Once connected, select the Facebook page associated with your Instagram account. Make sure your Instagram and Facebook accounts are linked for this integration to work properly. This ensures that leads captured through Instagram will trigger the workflow in Pabbly Connect.

4. Adding Google Sheets as an Action Step

After setting up the trigger, add a new action step by selecting ‘Google Sheets’ as the action application. Choose ‘Add New Row’ as the action event. Click on ‘Connect’ to link your Google Sheets account to Pabbly Connect.

• Sign in with your Google account and grant permission for Pabbly Connect to access your sheets.
• Select the specific Google Sheet where you want to save the leads.
• Map the fields from the Instagram lead response to the corresponding columns in Google Sheets.

Mapping is essential to ensure that the data from new leads is dynamically added to the correct fields in your Google Sheet. This allows for efficient tracking and management of your leads.

5. Testing the Integration and Finalizing

To finalize the integration, click on ‘Save and Send Test Request’. This will send a test lead from Instagram to your Google Sheet. If the connection is successful, you will see the test lead details populated in your selected spreadsheet.

Review the data in your Google Sheet to confirm that all fields, such as first name, last name, email, and phone number, have been accurately filled. This confirms that your Pabbly Connect workflow is functioning as intended, automating the lead capture process effectively.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically save Instagram leads to Google Sheets. By following these steps, you can streamline your lead management process and ensure that no leads are missed. This integration not only saves time but also enhances your tracking capabilities for better business insights.