Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin the integration of Instagram Lead Ads with Pipedrive, you first need to access Pabbly Connect. Start by visiting the official Pabbly website by typing pabbly.com in your browser. Once there, you can sign in to your existing account or create a new one if you are a first-time user.

After signing in, you will see the Pabbly apps page. Click on the Pabbly Connect icon to access the dashboard where all your workflows are managed. This is where you will set up the integration between Instagram Lead Ads and Pipedrive using Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

Now that you are in Pabbly Connect, it’s time to create a new workflow. Click on the ‘Create Workflow’ button, and you will be prompted to select the workflow builder. Choose the modern beta version for a faster experience.

  • Name your workflow as “Auto Sync Instagram Leads to Pipedrive”.
  • Select the folder where you want to save this workflow.
  • Click on ‘Create’ to finalize the workflow setup.

Once the workflow is created, you will see a prompt to enter the trigger application. In this case, select Instagram Lead Ads as your trigger application. This means the workflow will start whenever a new lead is generated through your Instagram ads.

3. Setting Up Instagram Lead Ads Trigger

For the trigger event, select “New Lead Instant” and click on “Connect”. If you have an existing connection, you can save it; otherwise, create a new one by clicking on “Connect with Instagram Lead Ads”. Make sure your Instagram account is linked to your Facebook account for smooth integration.

After successfully connecting, select the Facebook page associated with your Instagram account. In this case, choose “The Magic Makers”. Then, select the lead gen form you created earlier, which will be used to capture leads from your Instagram ads.

  • Navigate to your Facebook Ads Manager to find the correct page and form.
  • Ensure that the lead gen form is set up properly to capture user details.

Once you have selected the page and lead gen form, click on “Save and Send Test Request”. This action will change the status to “Waiting for Facebook Response”. You will now need to generate a test lead to ensure everything is working correctly.

4. Testing the Integration with Pabbly Connect

To test the integration, go back to your lead ads testing tool on Facebook and submit a test lead. Make sure to fill in the required fields such as email, first name, last name, phone number, and city. For instance, you can use the email “[email protected]” and the city “Bhopal”.

After submitting the form, return to your Pabbly Connect workflow. You should see that the details from your test lead have been captured successfully. This confirms that the connection between Instagram Lead Ads and Pabbly Connect is functioning properly.

  • Check for the response captured in Pabbly Connect.
  • Verify that all details match what you submitted in the test lead.

If everything looks good, you are ready to move on to the next step, which is adding these details to your Pipedrive CRM.

5. Adding Leads to Pipedrive CRM via Pabbly Connect

Now that you have successfully captured leads from Instagram, it’s time to add them to your Pipedrive CRM. Click on “Add Action Step” in your workflow and search for Pipedrive. Select “Create Client” as your action event and click “Connect”.

You will need to enter your Pipedrive authentication token for this connection. Follow the prompts to get your token and paste it into Pabbly Connect. Once connected, you can map the fields from your Instagram lead ads to Pipedrive.

  • Map the name, email, and phone number fields from the lead.
  • Set the lead source as “Instagram Leads”.

After mapping all the required fields, click on “Save and Send Test Request”. Check your Pipedrive CRM to confirm that the new client has been created with the correct details. This verifies that the integration is complete and functioning as intended.

Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with Pipedrive using Pabbly Connect. By following these steps, you can automate the process of adding new leads to your CRM, enhancing your business efficiency. Utilize Pabbly Connect to streamline your workflows and optimize lead management.