Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect

To start your integration, access Pabbly Connect by logging into your Pabbly account. This platform is essential for automating workflows between different applications.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create a new workflow, allowing you to connect Instagram Leads, Google Sheets, and HubSpot CRM seamlessly.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate the process of adding new Instagram leads to Google Sheets and HubSpot CRM using Pabbly Connect. Click on the “Create Workflow” button and select “Create from Scratch”.

  • Name your workflow: “Send Instagram Leads to Google Sheets and CRM”.
  • Choose the folder: Select “All Automations”.
  • Click “Create” to finalize the setup.

After creating the workflow, you’ll see two boxes for the trigger and action. The trigger will initiate the automation whenever a new lead is received from Instagram.

3. Setting Up the Trigger for Instagram Leads

In this step, you will set up the trigger for your workflow in Pabbly Connect. Select “Instagram Leads” as your trigger application. This means that every time a new lead comes in, it will activate the workflow.

After selecting the trigger, you will need to connect your Instagram account. If you already have a connection, simply select it. If not, click on “Connect” and log into your Instagram account to authorize Pabbly Connect.

  • Choose the page associated with your Instagram account.
  • Select the lead generation form you want to use.

Once connected, you can test the trigger to ensure it’s capturing leads correctly. This is a crucial step to verify that the setup is functioning as intended.

4. Adding Google Sheets as an Action

Now that the trigger is set, you will add Google Sheets as an action in your workflow using Pabbly Connect. Click on “Add Action Step” and select Google Sheets.

In the action event, choose “Add New Row”. This will allow you to add new leads directly to your Google Sheets whenever they come in from Instagram. Connect your Google account to authorize Pabbly Connect to access your sheets.

  • Select the Google Sheet you want to use.
  • Map the fields from Instagram leads to corresponding columns in your Google Sheet.

After mapping the fields, test this action to ensure that new leads are being added correctly to your Google Sheet. This step is vital for confirming that your automation works as expected.

5. Integrating HubSpot CRM with Pabbly Connect

Finally, you will integrate HubSpot CRM using Pabbly Connect to add the new leads to your CRM system. Click on “Add Action Step” again and select HubSpot CRM as your application.

Choose the action event “Create Contact”. Connect to your HubSpot account and authorize Pabbly Connect to access your CRM data. Once connected, map the necessary fields such as name, email, and phone number to ensure accurate data entry.

  • Map fields for name, email, and phone number.
  • Set the lifecycle stage to “Lead”.

After mapping the fields, test this action to make sure new contacts are created in HubSpot CRM correctly. This final step ensures that your integration is complete and functional.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of Instagram Leads, Google Sheets, and HubSpot CRM. By following these steps, you can streamline your workflow and enhance your lead management process effectively.