Automate Lead Capture from Instagram Ads to Google Sheets Using Pabbly Connect

Learn how to automate lead capture from Instagram Ads to Google Sheets using Pabbly Connect with this detailed step-by-step tutorial. 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 Automation

To automate lead capture from Instagram Ads to Google Sheets, the first step is accessing Pabbly Connect. You can do this by visiting the Pabbly Connect website at Pabbly.com/connect. This platform serves as the central hub for integrating various applications seamlessly.

Once on the homepage, you will see options to either sign in or sign up. If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 100 free tasks every month. For existing users, simply log in to your account to start creating your automation workflows.

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, you need to create a new workflow to connect Instagram Ads with Google Sheets. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Give your workflow a name, such as ‘Automate Lead Capture from Instagram Ads to Google Sheets’.
• Select a folder to save your workflow, like ‘Google Sheets’.
• Click on the ‘Create’ button to finalize your workflow setup.

With your workflow created, you can now set up triggers and actions that define how your automation will work using Pabbly Connect.

3. Setting Up the Instagram Lead Ads Trigger

The next step involves setting up the trigger for your workflow in Pabbly Connect. You will select Instagram Lead Ads as your trigger application. This means that whenever a new lead is generated from your Instagram Ads, it will trigger the workflow to capture the lead details.

To set this up, choose ‘Instagram Lead Ads’ as your trigger application and select ‘New Lead Instant’ as the trigger event. This ensures that every time a new lead is captured, the workflow responds immediately.

• Click on ‘Connect’ to link your Instagram account with Pabbly Connect.
• Select your Facebook account that is connected to Instagram.
• Choose the specific page and lead generation form from which you want to capture leads.

Once the trigger is set, you can proceed to test the connection and ensure that Pabbly Connect is ready to receive data from Instagram.

4. Connecting Google Sheets to Capture Leads

Now, you will set up the action for your workflow by connecting Google Sheets through Pabbly Connect. This step is crucial as it allows you to automatically add new leads to your Google Sheets whenever a lead is generated from Instagram Ads.

In the action step, select Google Sheets as your action application and choose ‘Add a New Row’ as the action event. This means every new lead will be added as a new row in your specified Google Sheet.

Click on ‘Connect’ and authorize Pabbly Connect to access your Google Sheets. Select the spreadsheet where you want to store the leads. Map the fields from the Instagram lead form to the respective columns in Google Sheets.

After mapping the fields, click on ‘Save and Send Request’ to test the action. If successful, you will see the new lead details populated in your Google Sheet, confirming that Pabbly Connect has successfully automated the lead capture process.

5. Testing and Verifying Your Automation

With the automation set up, it’s essential to test it to ensure everything is functioning correctly. You can do this by generating a test lead using the lead testing tool provided by Meta. This allows you to simulate a real lead submission.

Once you create a test lead, return to Pabbly Connect and check if the new lead information appears in your Google Sheets. If the details are correctly captured, your automation is working flawlessly.

Ensure that the test lead includes all necessary fields such as name, email, phone number, and service interest. Verify that the data in Google Sheets reflects the information from the test lead.

By completing these steps, you have successfully automated lead capture from Instagram Ads to Google Sheets using Pabbly Connect. This integration helps streamline your lead management process and keeps your sales team organized.

Conclusion

In conclusion, using Pabbly Connect to automate lead capture from Instagram Ads to Google Sheets simplifies the process of managing leads. By following the steps outlined in this tutorial, you can efficiently track and organize your leads in one place, enhancing your sales workflow.