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

Learn how to integrate Instagram leads with Salesforce CRM automatically using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To start automating the process of adding Instagram leads to Salesforce CRM, first, you need to access Pabbly Connect. Visit the Pabbly Connect website at www.Pabbly.com/connect. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you are an existing user, click on the sign-in button to access your account. After logging in, navigate to the Pabbly Connect dashboard to begin creating your automation workflow.

2. Create a New Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. This will open the workflow builder interface, where you can start setting up your automation.

In the workflow setup, you will be prompted to name your workflow. Enter a name such as ‘Add Instagram Leads to Salesforce CRM Automatically’. Select the appropriate folder for your workflow and then click the ‘Create’ button to proceed. This will create a new workflow ready for configuring the trigger and action steps.

3. Set Up the Trigger Step with Instagram Lead Ads

The next step in Pabbly Connect is to set up the trigger for your workflow. For this integration, select ‘Instagram Lead Ads’ as your trigger application. Choose the trigger event as ‘New Lead Instant’. This event captures new leads generated from your Instagram lead ads.

To connect Instagram Lead Ads to Pabbly Connect, click the ‘Connect’ button. A window will appear prompting you to add a new connection. Click on ‘Add New Connection’ and then select the ‘Connect with Instagram Lead Ads’ button. Authorize Pabbly Connect to access your Instagram account by clicking the ‘Continue’ button.

• Select the Facebook page associated with your Instagram account.
• Choose the lead generation form you created for collecting leads.

After selecting the Facebook page and lead form, click on the ‘Save and Send Test Request’ button to verify the connection. Generate a test lead using the Meta Lead Ads testing tool to check if the integration is working correctly.

4. Add Action Step to Create a Lead in Salesforce

Once the trigger step is successfully set up, the next step is to add an action to create a lead in Salesforce using Pabbly Connect. Click on the Instagram logo and select the ‘Add Action Step’ option. Choose ‘Salesforce’ as your action application and select the action event as ‘Create Record’.

Click the ‘Connect’ button to connect Salesforce with Pabbly Connect. A window will appear for you to add a new connection. Click on ‘Add New Connection’ and then select the ‘Connect with Salesforce’ button. Authorize the connection by clicking on the ‘Allow’ button, ensuring your data remains secure.

• Select the Salesforce object as ‘Lead’.
• Map the fields from the Instagram lead data to the corresponding Salesforce lead fields.

After mapping the fields, click on the ‘Save and Send Test Request’ button to create the lead in Salesforce. Refresh your Salesforce leads page to see the newly created lead.

5. Summary of the Automation Process with Pabbly Connect

In summary, using Pabbly Connect allows you to automate the addition of Instagram leads to Salesforce CRM effortlessly. By setting up a trigger for Instagram Lead Ads and creating an action step to record leads in Salesforce, you streamline your lead management process without manual effort.

This integration ensures that every potential customer inquiry is captured in real-time, helping you maintain an efficient sales pipeline. With Pabbly Connect, you can create similar automations between various applications to enhance your business processes.

Conclusion

In conclusion, automating the process of adding Instagram leads to Salesforce CRM using Pabbly Connect is a powerful way to enhance your business efficiency. By following the steps outlined in this tutorial, you can ensure that all leads are captured automatically, allowing for better management and follow-up. Start using Pabbly Connect today to streamline your lead integration process.