Capture Leads from Instagram Lead Ads to Zoho CRM Using Pabbly Connect

Learn how to seamlessly capture leads from Instagram Lead Ads to Zoho CRM using Pabbly Connect. Step-by-step guide for effective integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To capture leads from Instagram Lead Ads to Zoho CRM, you first need to access Pabbly Connect. This powerful automation platform allows you to integrate various applications without any coding knowledge. Begin by logging into your Pabbly Connect account. If you don’t have an account, visit the Pabbly website to create one.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create workflows that automate the lead capturing process. Ensure that your Facebook and Instagram accounts are linked, as this is crucial for the integration to work effectively.

2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. You will have the option to choose between the new workflow builder and the classic one. Opt for the new workflow builder for a more modern experience.

• Name your workflow: ‘Capture Leads from Instagram Lead Ads to Zoho CRM’.
• Select a folder for organization.
• Click the ‘Create’ button to proceed.

After creating the workflow, you’ll be taken to the workflow window where you can set up triggers and actions. This is where the magic happens, as you will define how Pabbly Connect captures leads from Instagram.

3. Setting Up the Trigger for Instagram Lead Ads

The next step is to set up the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and choose ‘Instagram Lead Ads’ as your trigger application. For the trigger event, select ‘New Lead Instant’ to capture lead details instantly.

• Click ‘Connect’ to establish a connection.
• Choose ‘Add a New Connection’ if you haven’t connected before.
• Log in to your Facebook account to link it with Instagram.

After connecting, select the Facebook page linked to your Instagram account and the specific lead generation form. This ensures that Pabbly Connect captures the relevant lead information from your Instagram ads.

4. Capturing Leads and Sending to Zoho CRM

Once the trigger is set, you will need to capture the lead details. Use the lead ads debug tool from Meta for Developers to create a test lead. Ensure you delete any previous test leads to avoid conflicts.

After submitting the test lead, return to your Pabbly Connect workflow. You will see that it has captured the lead details successfully. Now, it’s time to set up the action step to send this information to Zoho CRM.

Click ‘Add Action Step’ and select ‘Zoho CRM’. Choose ‘Create Contact’ as the action event. Connect your Zoho CRM account by entering the domain from your Zoho URL.

After providing the necessary permissions, you can map the lead details to create a new contact in Zoho CRM. This integration allows your sales team to follow up with leads promptly, enhancing your business efficiency.

5. Testing the Integration and Final Steps

To finalize the setup, send a test request to create a contact in Zoho CRM. Ensure all required fields are filled out correctly. Once the test is successful, you will receive a confirmation that a new contact has been created.

Refresh your Zoho CRM contact list to see the new entry. This confirms that your integration via Pabbly Connect is functioning correctly. You can now automate the process of capturing leads from Instagram ads to Zoho CRM seamlessly.

With Pabbly Connect, you can ensure that every new lead from your Instagram ads is automatically added to your Zoho CRM, allowing for quick follow-ups and improved lead management.

Conclusion

In this tutorial, we demonstrated how to capture leads from Instagram Lead Ads to Zoho CRM using Pabbly Connect. By following these steps, you can automate your lead capture process, ensuring no potential customer is missed. Start using Pabbly Connect today to enhance your business automation!