Automate Instagram Leads to WhatsApp & Google Sheets with Pabbly Connect

Learn how to automate Instagram leads to WhatsApp and Google Sheets using Pabbly Connect. Capture, reply, and track leads instantly with this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate sending WhatsApp messages and capturing leads in Google Sheets, start by accessing Pabbly Connect. Visit the Pabbly website by typing pabby.com in your browser. Sign in or create a new account to get started with your automation.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow. Click on the ‘+ Create Workflow’ button and name your workflow as ‘Automate Instagram Leads to WhatsApp and Google Sheets’. This will set the foundation for your automation process.

2. Creating a Trigger for Instagram Leads

In this step, you will set Instagram Lead Ads as the trigger application in Pabbly Connect. Select ‘Instagram Lead Ads’ from the list of applications and choose the ‘New Lead’ trigger event. This will allow the automation to start whenever a new lead is captured.

• Select the Instagram account connected to your Pabbly Connect.
• Choose the Facebook page associated with your Instagram account.
• Specify the lead form you will use for capturing leads.

After setting these parameters, click on ‘Save and Send Test Request’ to ensure that the connection is established correctly. This step is crucial as it verifies that your Pabbly Connect setup is functioning as intended.

3. Adding Google Sheets Integration

Next, you will add Google Sheets as an action step in your workflow. In Pabbly Connect, select ‘Google Sheets’ as your action application. Choose the ‘Add New Row’ action event to insert lead details into your spreadsheet.

Connect your Google Sheets account by signing in and granting necessary permissions. Once connected, select the spreadsheet where you want to store the leads. Map the fields from the Instagram lead data to the corresponding columns in your Google Sheet.

• Map the lead’s first name to the appropriate column.
• Map the lead’s email address and phone number accordingly.
• Ensure all fields are correctly mapped to capture the necessary information.

After mapping the fields, click on ‘Save and Send Test Request’ to confirm that the lead details are being added to your Google Sheet successfully.

4. Sending WhatsApp Messages via AI Sensei

Now, let’s set up the WhatsApp messaging feature using AI Sensei. In Pabbly Connect, select ‘AI Sensei’ as your action application and choose the ‘Send Template Message’ action event. This will allow you to send personalized messages to your leads.

Connect your AI Sensei account by entering the required API key. Once connected, you will need to specify the campaign name and the message template you want to use. Ensure that your template includes placeholders for personalization, such as the lead’s name.

Create a message template that acknowledges the lead and thanks them for their interest. Use custom variables to personalize the message based on the lead’s details. Test the message to ensure it sends correctly to the lead.

Finally, click on ‘Save and Send Test Request’ to send a test message. Check your WhatsApp to verify that you received the personalized message successfully.

5. Conclusion: Streamlining Your Lead Management Process

By following these steps, you have successfully automated the process of capturing leads from Instagram, sending personalized WhatsApp messages, and adding lead details to Google Sheets using Pabbly Connect. This integration not only saves time but also enhances your lead management efficiency.

With Pabbly Connect, you can easily manage your workflows and ensure that every lead is followed up promptly. This automation allows you to focus more on your core business activities while Pabbly Connect handles the repetitive tasks seamlessly.

Explore more automation possibilities with Pabbly Connect to enhance your business processes and improve productivity.