Automatically Add Leads from Instagram Ads to Zoho CRM Using Pabbly Connect

Learn how to automatically add leads from Instagram Ads to Zoho CRM using Pabbly Connect. Step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically add leads from Instagram ads to Zoho CRM, the first step is to access Pabbly Connect. Start by opening your browser and navigating to Pabbly.com/connect. Here, you can either sign in if you’re an existing user or sign up for a free account to explore Pabbly Connect’s features.

Once logged in, you will be directed to the dashboard. To initiate the integration, click on the Create Workflow button. This is the gateway to setting up your automation between Instagram ads and Zoho CRM.

2. Setting Up Your Workflow in Pabbly Connect

In this section, you will name your workflow and choose the appropriate folder. Enter a descriptive name like ‘Automatically Add Leads from Instagram Ads in Zoho CRM’ and select the folder named Automations. If you don’t have an existing folder, you can create a new one.

• Enter workflow name: Automatically Add Leads from Instagram Ads in Zoho CRM
• Select folder: Automations

After naming your workflow, click on the Create button. This opens the main workflow window where you will define the trigger and action for your automation. The trigger will be set to Instagram Lead Ads, and the action will be set to create a new contact in Zoho CRM.

3. Defining Trigger and Action in Pabbly Connect

To set up the trigger, click on the Add Trigger button and select Instagram Lead Ads as the application. For the trigger event, choose New Lead Instant to capture leads immediately when they come in.

Next, you will need to connect your Instagram account through Facebook. Click on Connect and select your Facebook account linked to Instagram. After this, choose your Facebook page and the lead form you are using for your ads. Make sure to turn on the Simple Response button before clicking Save and Send Test Request.

4. Creating Action in Zoho CRM via Pabbly Connect

After successfully capturing the lead details, the next step is to set up the action in Zoho CRM. Click on the Add New Action Step and select Zoho CRM as the application. For the event, choose Create Contact.

To connect Zoho CRM with Pabbly Connect, you will need to add a new connection. Enter your Zoho domain, which can be found in the URL of your Zoho CRM account. After entering the domain, click Save and grant necessary permissions to Pabbly Connect.

• Select lead source: Advertisement
• Map required fields: Name, Email, Phone Number

Once you have mapped the required fields, click on Save and Send Test Request to create a new contact in Zoho CRM. Refresh your Zoho CRM contacts page to verify that the new contact has been added successfully.

5. Testing the Automation Workflow

To finalize the setup, it’s essential to test your automation. Return to the lead testing tool and delete any previous leads to ensure a clean slate. Then, submit a new test lead through the Instagram lead ad form. using Pabbly Connect

After submitting the lead, check your Zoho CRM again. Refresh the contacts page to see if the new lead has been added automatically. This confirms that your workflow is functioning correctly, allowing you to automatically add leads from Instagram ads to Zoho CRM seamlessly.

With this setup, you can now relax while Pabbly Connect handles the integration between Instagram ads and Zoho CRM, ensuring your sales team can follow up on leads efficiently.

Conclusion

In this tutorial, we explored how to automatically add leads from Instagram ads to Zoho CRM using Pabbly Connect. This seamless integration allows for efficient lead management, enabling your sales team to respond quickly to potential customers.