How to Automatically Add Instagram Leads to HubSpot CRM Using Pabbly Connect

Learn how to seamlessly integrate Instagram leads into HubSpot CRM 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 with HubSpot CRM, you need to access Pabbly Connect. Open your browser and type Pabbly.com/connect to reach the Pabbly Connect landing page.

Once there, you will find options to either sign in or sign up for free. If you are new, click on the ‘Sign up for free’ button to create an account. Existing users should click on ‘Sign in’ to access their dashboard. This is where you will manage your workflows for connecting Instagram leads to HubSpot CRM.

2. Creating a New Workflow in Pabbly Connect

After signing in, click on the ‘Create Workflow’ button to initiate the integration process. You will be prompted to select a workflow builder. Choose the new workflow builder for a modern experience.

• Click on ‘Select’ to proceed.
• Name your workflow as ‘Add Instagram Leads to HubSpot CRM Automatically’.
• Select a folder to save your workflow and click ‘Create’.

Once the workflow window opens, you will set up the trigger and action. The trigger is what starts the automation, while actions are the results of that trigger. This is where Pabbly Connect will facilitate the connection between Instagram and HubSpot CRM.

3. Setting Up Instagram Lead Ads as Trigger

In this step, you will add Instagram Lead Ads as your trigger. Click on the ‘Add Trigger’ button and search for ‘Instagram Lead Ads’. Select it and choose the trigger event as ‘New Lead Instant’.

• Click on ‘Connect’ to establish a connection.
• Select ‘Add a new connection’ and click on ‘Connect with Instagram Lead Ads’.
• Log in to your Facebook account to link your Instagram.

After logging in, select the Facebook page associated with your Instagram ads and the lead generation form. Click on ‘Save and Send Test Request’ to capture the webhook response, which Pabbly Connect will use to automate the data transfer to HubSpot CRM.

4. Capturing the Test Lead and Setting Up HubSpot CRM Action

To ensure that Pabbly Connect captures the lead data correctly, you need to create a test lead. Open the Meta for Developers page and use the Lead Ads Testing Tool to generate a test lead.

Fill in the required fields in the lead form and submit it. Once submitted, return to Pabbly Connect to see if the lead data has been captured successfully. You should see all relevant details like first name, last name, email, and phone number displayed.

Now, add a new action step by clicking on ‘Add New Action Step’. Search for ‘HubSpot’ and select ‘HubSpot CRM’ as the action application. Choose ‘Create a Contact’ as the event and connect it to your HubSpot account. Map the lead details from the previous step to create a new contact automatically.

5. Final Testing and Automation Completion

With everything set up, it’s time for final testing. Delete the previous test lead in the Lead Ads Testing Tool and create a new one. After submitting the new lead, refresh your HubSpot CRM to check if the contact has been added.

If successful, you will see the new contact with the details you entered. This confirms that Pabbly Connect is working seamlessly to add Instagram leads to HubSpot CRM automatically. This automation will run in the background without further manual input.

Now you can enjoy the benefits of this integration, knowing that every new lead from your Instagram ads is automatically added to your HubSpot CRM, streamlining your workflow and improving efficiency.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Instagram leads into HubSpot CRM automatically. By following these steps, you can enhance your lead management process effortlessly and without any coding knowledge.