How to Log Leads from Instagram Ads into Pipedrive CRM Automatically Using Pabbly Connect

Learn how to log leads from Instagram Ads into Pipedrive CRM automatically using Pabbly Connect. Step-by-step tutorial for seamless integration. 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. Access Pabbly Connect to Set Up Automation

To log leads from Instagram Ads into Pipedrive CRM automatically, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page by typing ‘Pabbly.com/connect’ in your browser. This platform allows you to create seamless integrations without any coding knowledge.

Once on the landing page, you have the option to either sign in if you are an existing user or sign up for free if you are new. By signing up, you can explore the features of Pabbly Connect with 100 free tasks every month. After signing in, navigate to the dashboard to begin creating your workflow.

2. Create a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to start. You will be asked to choose between the new workflow builder and the classic one. Opt for the new workflow builder for a modern setup.

• Enter a name for your workflow, such as ‘Log Leads from Instagram Ads into Pipedrive CRM Automatically’.
• Select a folder to save your workflow, or create a new one if needed.
• Click the ‘Create’ button to proceed.

Once the workflow is created, you will see the workflow window where you can set up the trigger and action for logging leads. This is where Pabbly Connect facilitates the automation process effectively.

3. Set Up the Trigger for Instagram Lead Ads

To log leads, you need to set up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select ‘Instagram Lead Ads’ as your trigger application. For the trigger event, choose ‘New Lead Instant’ and click on ‘Connect’.

When prompted, you can either select an existing connection or add a new one. If you are creating a new connection, you will need to connect your Instagram account via the associated Facebook page. Once connected, select your Facebook page and the lead form you are using for your Instagram ads.

4. Capture Test Lead and Configure Action

After setting up your trigger, you need to capture a test lead. Open a new tab and go to the Meta for Developers page to access the Lead Ads Debug Tool. This tool allows you to create a test lead to ensure the connection works properly.

• Select your Facebook page and lead form.
• Fill in the required details such as service of interest and contact information.
• Submit the form to generate a test lead.

Once the test lead is submitted, return to Pabbly Connect to see if the lead details have been captured successfully. This step is crucial for ensuring your automation works as intended.

5. Create a New Contact in Pipedrive CRM

Now that you have captured the test lead, it’s time to create a new contact in Pipedrive CRM. Click on ‘Add New Action Step’ and search for ‘Pipedrive’. Select ‘Create a Person’ as the action event and click on ‘Connect’.

You will need to provide your Pipedrive API token to establish the connection. Retrieve the API token from your Pipedrive account under Personal Preferences, then paste it into Pabbly Connect. After saving the connection, map the fields from the test lead to the corresponding fields in Pipedrive.

Finally, click on ‘Save and Send Test Request’ to confirm that the new contact is created successfully in Pipedrive. You can check your Pipedrive account to verify that the contact has been added with the correct details.

Conclusion

In this tutorial, we explored how to log leads from Instagram Ads into Pipedrive CRM automatically using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure no potential leads are missed. Start using Pabbly Connect today to enhance your business automation!