Automate Instagram Leads to Sheets & Email Using Pabbly Connect

Learn how to automate your Instagram leads directly to Google Sheets and email using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 Automation

To automate your Instagram leads, the first step is to access Pabbly Connect. Begin by navigating to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. This platform allows you to integrate various applications seamlessly.

Once on the Pabbly Connect page, you can either sign in if you already have an account or sign up for free. New users receive 100 free tasks per month, enabling you to practice and explore all features. After signing in, you will be directed to the Pabbly Connect dashboard.

2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow that will automate your Instagram lead process. Click on the ‘Create Workflow’ button. You will be prompted to choose between the classic and beta workflow builders; select the classic builder for this tutorial.

• Click on ‘Create Workflow’.
• Provide a name for your workflow, such as ‘Automate Instagram Leads to Sheets & Email’.
• Select a folder to save your workflow.

Once you have named your workflow and selected a folder, click on the ‘Create’ button. You will now be on the workflow page, ready to select your trigger application.

3. Selecting Instagram as the Trigger Application

In this step, you will configure Pabbly Connect to trigger actions based on new leads from Instagram. Select ‘Instagram Lead Ads’ as your trigger application. This integration will allow you to capture new leads directly from your Instagram account.

Next, choose the trigger event as ‘New Lead Instant’. After this, click on the ‘Connect’ button to establish a connection with your Instagram account. Ensure that your Facebook account, which is linked to your Instagram, is logged in, as this is crucial for the integration to work properly.

• Select your Facebook page associated with your Instagram account.
• Choose the lead form you want to use for capturing leads.

Once the connection is established, you can test the integration by submitting a lead form to ensure everything is functioning correctly.

4. Adding Google Sheets and Gmail as Action Applications

Now that you have set up Instagram as your trigger, the next step is to add action applications. Start by selecting ‘Google Sheets’ as your first action application in Pabbly Connect. This will allow you to store the captured leads in a structured format.

Choose the action event as ‘Add New Row’. Click on ‘Connect’ and either use an existing connection or create a new one by signing into your Google account. After connecting, select the spreadsheet where you want to store the leads. Map the fields from the Instagram lead to the corresponding columns in your Google Sheets.

Map the full name, email, and phone number fields. Click ‘Save and Send Test Request’ to verify the data is being sent correctly.

After confirming that the data appears in your Google Sheet, proceed to add Gmail as your second action application to send personalized emails to the leads.

5. Sending Personalized Emails via Gmail

In this final step, you will configure Pabbly Connect to send personalized emails to your leads via Gmail. Select ‘Gmail’ as your action application and choose the event ‘Send Email’. Establish a connection using your Gmail account.

Input the sender name and email address. For the recipient’s email address, map it from the Instagram lead data you received earlier. Customize the email subject and content, ensuring to include the lead’s name for personalization.

Map the recipient’s email from the lead data. Enter a subject like ‘Thank You for Reaching Out’. Compose the email body, including the lead’s name.

Finally, click ‘Save and Send Test Request’ to ensure that the email is sent correctly. Check your Gmail to verify that the email has been received, confirming that the entire automation process is working seamlessly.

Conclusion

By following these steps, you can successfully automate your Instagram leads to Google Sheets and send personalized emails using Pabbly Connect. This integration streamlines your workflow, saving time and enhancing your communication with leads.