How to Add Instagram Leads to Privyr Automatically

Learn how to automatically add your Instagram leads to Privyr using Pabbly Connect with this step-by-step tutorial. 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 start integrating Instagram leads into Privyr, you need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect homepage by entering ‘Pabbly.com/connect’. Here, you will find options to sign in or sign up.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ option to create an account and receive 300 tasks every month. Existing users can simply sign in to continue. After signing in, click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

2. Creating a New Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to select the workflow builder. Choose the ‘New Beta’ version for a more modern experience. using Pabbly Connect

• Click on the ‘Select’ button to proceed.
• In the dialog box, name your workflow, for example, ‘Add Instagram Leads to Privyr’.
• Choose a folder for your workflow, such as ‘Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button to finalize your workflow setup.

3. Setting Up the Trigger for Instagram Leads

In this section, you will set up the trigger for capturing Instagram leads. Select ‘Instagram’ as the application and choose ‘Instagram Lead Ads’ as the trigger event. Then, click on ‘Connect’ to build a new connection. using Pabbly Connect

Choose ‘Add a New Connection’ if your Instagram account isn’t already linked. You will need to authorize Pabbly Connect to access your Instagram account. Ensure you are logged into your Facebook account that is connected to your Instagram for a smoother integration.

4. Configuring Lead Details in Pabbly Connect

After successfully connecting your Instagram account, you will need to select your Facebook page and the specific lead generation form. Navigate to the Meta Business Suite to find your lead form. using Pabbly Connect

• Select your Facebook page from the dropdown menu.
• Choose the lead form you want to use, for example, ‘New Lead Ads Form’.

After selecting the appropriate page and form, click on ‘Save and Send Test Request’ to proceed. This will prepare Pabbly Connect to receive lead information from your Instagram ads.

5. Adding Action Step to Create Client in Privyr

The final step is to add an action that will create a new client in Privyr whenever a new lead is captured. Choose ‘Privyr’ as the action application and select ‘Create Client’ as the action event. Again, click on ‘Connect’ to establish a new connection. using Pabbly Connect

Enter the authentication token from your Privyr account to complete the connection. Once connected, you will map the data from the Instagram lead to the required fields in Privyr, such as first name, last name, email, and phone number.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add Instagram leads to Privyr. By following these steps, you can streamline your lead management process and ensure no potential customer slips through the cracks. Automating this workflow not only saves time but also enhances your team’s efficiency in handling leads.