How to Automatically Add New Leads from Instagram Ads to Zoho CRM Using Pabbly Connect

Learn how to automate the process of adding new leads from Instagram Ads to Zoho CRM using Pabbly Connect. Follow our detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integrations

To start automating the process of adding new leads from Instagram Ads to Zoho CRM, you first need to access Pabbly Connect. Open a web browser and navigate to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign up for free’ button to create an account, which offers you 100 free tasks each month. Existing users can simply click ‘Sign in’ to access their accounts.

2. Creating a New Workflow in Pabbly Connect

After signing into your account, you will be directed to the dashboard of Pabbly Connect. To create a new workflow, click on the ‘Create Workflow’ button. You will then be prompted to choose between the new workflow builder and the classic one. Select the new builder for a more modern experience.

• Click on ‘Create Workflow’.
• Name your workflow as ‘Automatically Add New Leads from Instagram Ads to Zoho CRM’.
• Choose a folder to save your workflow.

After naming your workflow, click on the ‘Create’ button. This opens the workflow window, where you will set up the trigger and action for your automation. The trigger indicates when an event occurs, while the action specifies what should happen as a result.

3. Setting Up the Trigger for Instagram Lead Ads

To set up your trigger, select ‘Instagram Lead Ads’ as your trigger application in Pabbly Connect. For the trigger event, choose ‘New Lead Instant’. Click on ‘Connect’ to establish a connection.

Next, click on ‘Add a New Connection’ and connect with Instagram Lead Ads. You will be prompted to select the Facebook account associated with your Instagram Ads. Choose the correct account and click ‘Continue’. After successfully connecting, select your Facebook page and the lead generation form you want to use.

• Select your Facebook page.
• Choose the lead generation form.
• Click ‘Save and Send Test Request’ to capture the lead data.

Once you click ‘Save and Send Test Request’, you will need to perform a test submission to capture the webhook response. This is crucial for verifying that the integration is working correctly.

4. Adding Action to Create a Contact in Zoho CRM

After successfully capturing the lead data, the next step is to add an action step in Pabbly Connect. Click on the ‘Add Action Step’ button and select ‘Zoho CRM’ as your action application. For the action event, choose ‘Create a Contact’ and click ‘Connect’.

To connect to Zoho CRM, select ‘Add a New Connection’ and enter your domain. This domain can be found in your Zoho CRM account settings. After entering the domain, click ‘Save’. You will need to grant permissions to allow Pabbly Connect access to your Zoho CRM account.

Select ‘Advertisement’ as the lead source. Map the lead details from the trigger step to the fields in Zoho CRM. Click ‘Save and Send Test Request’ to finalize the action.

After mapping the required fields, you will receive a confirmation that a new contact has been successfully created in your Zoho CRM account.

5. Testing and Verifying the Integration

To ensure everything is set up correctly, it’s important to test the integration. Go back to the lead ads testing tool and delete any previous leads to avoid duplication. Then, fill out the lead form again to create a new test lead.

After submitting the test lead, refresh your Zoho CRM contacts page to check if the new lead has been added successfully. With Pabbly Connect, the new contact should appear within seconds, confirming that your automation is functioning as intended.

Now that your workflow is complete, you can sit back and relax while Pabbly Connect automatically adds new leads from Instagram Ads to Zoho CRM without any manual intervention.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding new leads from Instagram Ads to Zoho CRM. By following these steps, you can streamline your lead management process and improve efficiency in your sales team.