How to Automatically Add and Track Instagram Leads in CRM Using Pabbly Connect

Learn how to use Pabbly Connect to automatically add and track Instagram leads in your CRM with this step-by-step tutorial. 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 Instagram Integration

To start integrating Instagram leads with your CRM, you first need to access Pabbly Connect. Simply search for Pabbly Connect in your browser and navigate to the homepage.

Once there, you have two options: you can either sign in if you are an existing user or click on ‘Sign Up Free’ to create a new account. New users get 100 free tasks every month, allowing them to explore the platform.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, the next step is to create a workflow that will automate the process of adding leads. Click on the ‘Create Workflow’ button located at the top right corner.

• Select the ‘Beta’ version of the workflow builder for a modern interface.
• Name your workflow, for example, ‘Add and Track Instagram Leads Automatically in CRM’.
• Choose a folder to save your workflow, like ‘Automations’.

Once you have named your workflow and selected the folder, click on the ‘Create’ button to proceed. This sets the foundation for your automation.

3. Setting Up the Trigger for Instagram Leads

In this step, you will set up a trigger in Pabbly Connect to capture new leads from Instagram. Click on the ‘Add Trigger’ button and select ‘Instagram Lead Ads’ as your trigger event.

Next, choose the specific event as ‘New Lead Instant’. This allows Pabbly Connect to react immediately when a new lead is generated. Click on ‘Connect’ to build a new connection with your Instagram account.

4. Configuring Action to Add Leads to CRM

Now that your trigger is set up, it’s time to configure the action step in Pabbly Connect. Select your CRM application, for example, Salesforce, as the action application.

• Choose the action event as ‘Create Lead’.
• Click on ‘Connect’ to establish a connection with your Salesforce account.
• Map the fields from your Instagram lead to the corresponding fields in Salesforce.

Once you have mapped all required fields, click on ‘Save and Send Test Request’. This will create a test lead in your CRM, confirming that the integration works correctly.

5. Testing the Integration and Finalizing Setup

To ensure everything is functioning as expected, generate a test lead through your Instagram lead ad. Go back to your Pabbly Connect dashboard and refresh your CRM account to see if the lead appears.

If the lead is successfully added, you have successfully set up the integration using Pabbly Connect. This automation allows you to track Instagram leads seamlessly in your CRM without manual entry.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add and track Instagram leads in your CRM. By following these steps, you can streamline your lead management process and enhance your marketing efforts.