Automate Instagram Leads: Integrate HubSpot CRM & Slack with Pabbly Connect

Learn how to automate Instagram leads by integrating HubSpot CRM and Slack using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate Instagram leads using Pabbly Connect, start by accessing the Pabbly website. You can do this by typing ‘Pabbly.com’ into your browser. Once on the site, you’ll find options to sign in or sign up for free, which grants you 100 tasks monthly.

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that integrate various applications such as HubSpot, Slack, and Instagram. Click on ‘Create Workflow’ and select the new beta workflow builder for a more modern experience.

2. Creating Your Workflow in Pabbly Connect

Once inside Pabbly Connect, name your workflow something descriptive, such as ‘Automate Instagram Leads: Add to HubSpot CRM & Ping on Slack.’ This helps you identify the workflow later. Select a relevant folder for organization purposes, like ‘Instagram Automations.’ Click on ‘Create’ to proceed.

• Name your workflow appropriately.
• Select a folder for better organization.
• Click ‘Create’ to initialize the workflow.

This action creates a new workflow where you will set up the trigger and actions. The trigger is the event that starts the automation, which in this case, will be a new lead from Instagram.

3. Setting Up Instagram as the Trigger Application

In your workflow, select Instagram Lead Ads as the trigger application within Pabbly Connect. Choose the trigger event as ‘New Lead’ and click on ‘Connect’. If there’s no existing connection, you’ll need to create a new one by selecting ‘Add New Connection’.

Authorize the connection by linking your Instagram account, which is usually connected to your Facebook account. Once authenticated, select the specific Facebook page and the lead ad form you want to use. This setup allows Pabbly Connect to capture leads effectively from your Instagram ads.

• Select ‘Instagram Lead Ads’ as the trigger application.
• Set the trigger event to ‘New Lead’ and connect your account.
• Choose the Facebook page and lead form to capture leads.

After setting up, you can test the connection to ensure everything is working correctly. This step is crucial as it verifies that Pabbly Connect can receive leads from your Instagram ads seamlessly.

4. Adding HubSpot as the Action Application

Next, you will set HubSpot as the action application in Pabbly Connect. Click on ‘Add New Action Step’ and search for HubSpot. Choose the action event as ‘Create Contact’ and then connect your HubSpot account by following the same connection process as before.

Once connected, you will map the fields from the Instagram lead to the corresponding fields in HubSpot. This mapping ensures that the data flows correctly, allowing Pabbly Connect to create a new contact in HubSpot every time a new lead is captured from Instagram.

Select HubSpot as the action application. Choose ‘Create Contact’ as the action event. Map Instagram lead fields to HubSpot fields for accurate data transfer.

After mapping the fields, you can send a test request to verify that the contact is created successfully in HubSpot. This ensures that your integration is working as intended.

5. Notifying Your Team on Slack

Finally, to notify your team about the new lead, add another action step in Pabbly Connect and choose Slack as the application. Select ‘Send Channel Message’ as the action event. Connect your Slack account and specify the channel where you want the notifications to be sent.

Compose your message to include essential details about the new lead, such as their name, email, and phone number. Utilize the mapping feature to pull in this data dynamically from the previous steps. Once completed, send a test request to confirm that the message is delivered to your Slack channel.

Add Slack as the action application. Select ‘Send Channel Message’ as the action event. Compose your message with mapped lead details.

After testing this step, your automation workflow will be fully functional. Whenever a new lead is captured from Instagram, Pabbly Connect will create a contact in HubSpot and notify your team on Slack automatically.

Conclusion

In this tutorial, we explored how to automate Instagram leads by integrating HubSpot CRM and Slack using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure your team is always informed about new leads. This automation not only saves time but also enhances your marketing efficiency.