Automatically Create Contacts in Salesforce from Instagram Lead Ads Using Pabbly Connect

Learn how to automatically create contacts in Salesforce from Instagram Lead Ads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically create contacts in Salesforce from Instagram Lead Ads, the first step is to access Pabbly Connect. Start by searching for Pabbly.com in your browser and navigate to the Pabbly Connect homepage.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks every month. Existing users should click ‘Sign In’ to access their accounts.

2. Creating a Workflow in Pabbly Connect

After signing in, you will land on the Pabbly Connect dashboard. To begin, you need to create a new workflow by clicking on the ‘Create Workflow’ button. This action will prompt you to name your workflow, which should reflect its function, such as ‘Automatically Create Contacts in Salesforce from Instagram Lead Ads’. using Pabbly Connect

• Click on ‘Create Workflow’.
• Enter a descriptive name for your workflow.
• Select the appropriate folder for organizing your workflow.

After naming your workflow, you will be directed to the workflow builder. Here, you will set up the trigger and action steps necessary for the integration. The first step involves selecting the trigger application, which in this case is Instagram Lead Ads.

3. Setting Up the Trigger for Instagram Lead Ads

In the workflow builder, click on the ‘Trigger’ button to set up your trigger application. Choose Instagram Lead Ads as your trigger application and select the event as ‘New Lead’. This tells Pabbly Connect to initiate the workflow whenever a new lead is received. using Pabbly Connect

Next, you will need to connect your Instagram account to Pabbly Connect. If your account is already connected, select it from the existing connections. If not, click on ‘Add New Connection’ to input your Instagram account details, ensuring you are logged in to the same browser.

4. Setting Up Action to Create Contacts in Salesforce

Once the trigger is set, it is time to configure the action step. Click on the ‘Action’ button and select Salesforce as your action application. Choose the event as ‘Create Contact’. This allows Pabbly Connect to create a new contact in Salesforce whenever a new lead is captured from Instagram. using Pabbly Connect

Next, you will be prompted to connect your Salesforce account. Similar to the previous step, either select an existing connection or create a new one by entering your Salesforce login credentials. After connecting, you will need to map the fields from the Instagram lead to the corresponding fields in Salesforce.

• Map the first name, last name, email, and phone number fields.
• Ensure all required fields in Salesforce are filled correctly.
• Click on ‘Save and Send Test Request’ to verify the setup.

After successfully mapping the fields, click on ‘Save’. This completes the setup of the action step, enabling the automatic creation of contacts in Salesforce from Instagram Lead Ads.

5. Testing the Integration

To ensure everything is working correctly, it is essential to test the integration. You can generate a test lead through the Instagram Lead Ads testing tool. Enter dummy details such as name, email, and phone number, and submit the form.

Once the test lead is submitted, return to Pabbly Connect and check the workflow for a successful trigger. This will confirm that the lead has been captured and a new contact has been created in Salesforce. Refresh your Salesforce account to see the new contact listed.

With this final step, you have successfully set up an automation workflow using Pabbly Connect to automatically create contacts in Salesforce from Instagram Lead Ads.

Conclusion

In this tutorial, we explored how to use Pabbly Connect for automatically creating contacts in Salesforce from Instagram Lead Ads. This integration streamlines your workflow and ensures that every lead is promptly captured and managed in Salesforce.