How to Capture Leads from Instagram Ads and Add Them to Salesforce Using Pabbly Connect

Learn how to capture leads from Instagram Ads and add them to Salesforce using Pabbly Connect with this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To capture leads from Instagram Ads and add them to Salesforce, start by accessing Pabbly Connect. This powerful automation platform allows you to seamlessly integrate these applications.

Navigate to the Pabbly Connect website by entering www.Pabbly.com/connect in your browser. You will see options to either sign in or sign up. If you’re a new user, click on ‘Sign Up Free’. Existing users can directly log in.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to start building your automation.

You will be prompted to choose between two workflow builders: the new workflow builder (beta) and the classic version. Select the new workflow builder for a more modern experience. Name your workflow, for example, ‘New Leads to Salesforce from Instagram Lead Ads’ and click ‘Create’.

• Click on ‘Create Workflow’
• Choose the new workflow builder
• Name your workflow and click ‘Create’

Your new workflow will now be created successfully, and you will see an option to add a trigger for the workflow.

3. Setting Up the Trigger for Instagram Lead Ads

In Pabbly Connect, the trigger is the event that starts your workflow. For this integration, select ‘Instagram Lead Ads’ as your trigger application. Click on the ‘Add Trigger’ button to proceed.

In the trigger setup, search for and select ‘Instagram Lead Ads’. You will then choose the event that triggers the workflow, which is the ‘New Lead’ event. Click ‘Connect’ to establish the connection between Pabbly Connect and your Instagram account.

• Select ‘Instagram Lead Ads’ as the trigger
• Choose the ‘New Lead’ event
• Click ‘Connect’ to link your Instagram account

After successfully connecting, you will set up the lead form from which you want to capture leads. Select your page and the corresponding lead form.

4. Adding Action to Create Leads in Salesforce

After the trigger is set up, you will now add an action to create a lead in Salesforce. Right-click on the Instagram Lead Ads trigger and select ‘Add Action Step’. Search for and choose ‘Salesforce’ as your action application.

Next, select the action event, which is ‘Create Lead’. Click ‘Connect’ to establish a connection between Pabbly Connect and Salesforce. If you have an existing connection, you can select it, or create a new one by clicking ‘Add New Connection’.

Select ‘Salesforce’ as the action application Choose ‘Create Lead’ as the action event Connect to Salesforce

After connecting, map the fields from your Instagram lead ads to Salesforce fields. This mapping will ensure that the data flows correctly from Instagram to Salesforce.

5. Testing Your Integration

With your workflow set up, it’s time to test the integration. Go back to your Instagram lead ads form and submit a test lead. Ensure that you fill in the required fields and submit the form.

After submitting, return to Pabbly Connect and check if the lead has been captured successfully. You should see the lead details populated in Salesforce as a new lead. This confirms that the integration is working as intended.

Submit a test lead in your Instagram lead ads form Check Pabbly Connect for lead details Verify the lead appears in Salesforce

If everything is set up correctly, you should see your new lead reflected in Salesforce, completing the integration process.

Conclusion

In this tutorial, we demonstrated how to capture leads from Instagram Ads and automatically add them to Salesforce using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and enhance your marketing efforts.