Automate Instagram Leads to Zoho CRM & WhatsApp

Learn how to automate Instagram leads to Zoho CRM and WhatsApp using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating Instagram leads to Zoho CRM and WhatsApp, first, access Pabbly Connect. Simply enter the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect landing page.

Here, you have two options: Sign In or Sign Up Free. If you’re a new user, click on Sign Up Free to create an account. Existing users can log in directly. Remember, signing up gives you 100 free tasks every month to practice using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once logged in, you will land on the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the Create Workflow button. You will be prompted to choose between two workflow builders: the Beta version or the Classic version.

• Select the Beta version for a modern and flexible experience.
• Name your workflow, e.g., ‘Automate Instagram Leads to Zoho CRM and WhatsApp’.
• Choose a folder to save your workflow.

After setting this up, click the Create button. You will see a notification that your workflow has been created successfully. Now, it’s time to add a trigger to initiate the automation.

3. Setting Up the Trigger for Instagram Leads

In Pabbly Connect, click on the Add Trigger button to select the trigger app. In this case, choose Instagram Lead Ads as your trigger application. The event that will trigger this workflow is New Lead Instant.

After selecting the trigger, click on the Connect button. If you need to create a new connection, select Add New Connection and connect your Facebook account associated with your Instagram account. Once connected, choose the specific page and form from which you want to receive leads.

4. Adding Action Steps: Sending WhatsApp Messages

Now that your trigger is set up, it’s time to add action steps. Click on the Add New Action Step button and select WhatsApp Cloud API as your action app. The event for this action will be Send Template Message.

• Connect your WhatsApp account by providing the necessary credentials.
• Map the recipient’s phone number from the previous Instagram lead step.
• Select the appropriate message template for the WhatsApp message.

Once you have completed these steps, click on the Save and Send Test Request button to ensure everything works correctly. You should receive a confirmation message indicating that the WhatsApp message has been sent successfully.

5. Integrating with Zoho CRM

The final step is to integrate with Zoho CRM. Click on Add New Action Step again and select Zoho CRM as the action application. The event will be Create Contact.

For this connection, you need to provide your Zoho CRM domain and allow access to your account. Once connected, you can map the fields such as first name, last name, email, and phone number from the Instagram lead data.

After mapping all necessary fields, click on Save and Send Test Request. You can then check your Zoho CRM account to confirm that the contact has been created successfully, completing your automation process.

Conclusion

This tutorial demonstrated how to automate Instagram leads to Zoho CRM and WhatsApp using Pabbly Connect. By following these steps, you can streamline your lead management process and enhance your business’s efficiency. Start using Pabbly Connect today to automate your workflows effortlessly.