Explode Conversions: Send Instagram Leads to Excel Automatically!

Learn how to automate the process of sending Instagram leads to Excel using Pabbly Connect in this detailed tutorial. Streamline your lead management today! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Instagram Leads to Excel Integration

To start automating the process of sending Instagram leads to Excel, the first step is to access Pabbly Connect. This powerful integration platform allows you to connect various applications without any coding skills. Begin by visiting the Pabbly website and logging into your account.

After signing in, navigate to the Pabbly Connect dashboard. From here, you can create new workflows to manage your integrations. By utilizing Pabbly Connect, you can seamlessly connect Instagram Lead Ads with Microsoft Excel, ensuring that every new lead is automatically added to your Excel sheet.

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, it’s time to create a new workflow. Click on the ‘Create Workflow’ button and select the classic workflow builder. Name your workflow something descriptive, like ‘Explode Conversions: Send Instagram Leads to Excel Automatically’. This will help you easily identify the workflow later.

• Select the trigger application as Instagram Lead Ads.
• Choose the trigger event as ‘New Lead Instant’.
• Connect your Instagram account to Pabbly Connect.

After setting these parameters, you will have established the initial step of your automation process. With Pabbly Connect, the workflow is designed to trigger every time a new lead is generated from your Instagram ads, allowing for efficient lead management.

3. Connecting Instagram Lead Ads to Pabbly Connect

To connect Instagram Lead Ads, you need to authenticate your Instagram account with Pabbly Connect. Select the Facebook account linked to your Instagram. Once authorized, you will be able to choose the specific Instagram page and lead form you want to use for this workflow.

Make sure to select the correct page, such as ‘Digital Dynamics’, and the lead form you’ve created. This step is crucial because it allows Pabbly Connect to capture the lead information accurately. You will then proceed to save and send a test request to ensure everything is functioning correctly.

4. Adding Leads to Excel Using Pabbly Connect

After successfully connecting Instagram Lead Ads, the next step is to add the captured leads to your Microsoft Excel workbook. In the action application section of Pabbly Connect, select Microsoft Excel and choose the action event ‘Add Row to Worksheet’. This will allow you to map the lead data directly into your Excel sheet.

• Select the workbook where you want to store the leads.
• Map the fields from the Instagram lead response to the corresponding columns in Excel.

Once you have mapped the necessary fields, click on ‘Save and Send Test Request’. This will allow you to verify that the data is being sent correctly to your Excel workbook. With Pabbly Connect, this integration ensures that every new lead from Instagram is automatically recorded in your Excel sheet without any manual effort.

5. Testing the Integration to Ensure Functionality

To ensure your integration is working correctly, you can perform a test by submitting a new lead through your Instagram Lead Ads. After submitting the lead, check your Excel workbook to see if the details have been added automatically. This test is essential to confirm that Pabbly Connect is effectively capturing the lead information and transferring it to Excel.

After refreshing your Excel workbook, you should see the new lead details populated in the designated columns. This successful integration demonstrates how Pabbly Connect can automate your lead management process, saving you time and effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending Instagram leads to Excel. By following the outlined steps, you can streamline your lead management and enhance your digital marketing efforts. Automating this process not only saves time but also ensures that no leads are missed, allowing for better conversion tracking.