How to Log Leads from Instagram Lead Ads to Zoho CRM Automatically with Pabbly Connect

Learn how to automatically log leads from Instagram Lead Ads to Zoho CRM using Pabbly Connect in this detailed tutorial. Follow the step-by-step guide to streamline your lead management.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Instagram and Zoho CRM Integration

To log leads from Instagram Lead Ads to Zoho CRM automatically, you first need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. This platform allows you to integrate various applications without any coding knowledge.

Once on the Pabbly Connect landing page, you can either sign in if you’re an existing user or click on ‘Sign Up for Free’ to create a new account. This will give you access to numerous tasks every month to explore the powerful features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into your account, click on the ‘Create Workflow’ button. You will be prompted to select between the new workflow builder and the classic one. Choose the new workflow builder for a modern interface. Name your workflow something like ‘Log Leads from Instagram Lead Ads to Zoho CRM Automatically’ and select a folder to save it in.

• Click on ‘Create’ to proceed to the workflow window.
• In the workflow window, you’ll define triggers and actions.
• Triggers start the process, while actions are the outcomes.

This setup is crucial as it forms the basis of how Pabbly Connect will operate to log leads from Instagram Lead Ads into Zoho CRM.

3. Setting Up the Trigger for Instagram Lead Ads

To set up the trigger, click on the ‘Add Trigger’ button and search for ‘Instagram Lead Ads’. Select it, and for the trigger event, choose ‘New Lead Instant’. This ensures that every time a new lead is generated, it will trigger the workflow automatically.

Next, click on the ‘Connect’ button. If you haven’t connected your Instagram Lead Ads account yet, select ‘Add a New Connection’. You will need to connect your Facebook account, as Instagram Lead Ads are managed through Facebook.

• Select your Facebook page linked to your Instagram account.
• Choose the lead form you are using for your ads.

After setting this up, click on ‘Save and Send Test Request’ to capture the lead data. This step is essential to ensure that Pabbly Connect can receive data from Instagram Lead Ads.

4. Setting Up the Action Step in Zoho CRM

After successfully capturing the lead data, it’s time to set up the action in Zoho CRM. Click on the ‘Add New Action Step’ button and search for ‘Zoho CRM’. Select it and for the event, choose ‘Create Contact’.

To connect Zoho CRM with Pabbly Connect, you will need to add a new connection. Enter your Zoho domain, which can be found in the URL of your Zoho account. After entering the domain, click ‘Save’ and grant the necessary permissions.

Map the lead details from Instagram to the relevant fields in Zoho CRM. Make sure to include first name, last name, email, and phone number.

Once all details are mapped correctly, send a test request to verify the integration. This ensures that Pabbly Connect successfully creates a new contact in Zoho CRM with the lead details.

5. Verifying the Integration and Testing

Now that the workflow is set up, it’s crucial to verify if the integration works as intended. Go back to the Instagram Lead Ads testing tool and create a test lead. Fill in the required fields and submit the form.

Check your Zoho CRM to see if the new contact has been added. Refresh the contacts page in Zoho CRM to view the new lead details. This step confirms that Pabbly Connect is effectively logging leads from Instagram Lead Ads into Zoho CRM.

If the test lead appears in Zoho CRM, your integration is successful. You can now automate the process of logging leads from Instagram Lead Ads to Zoho CRM, saving time and ensuring no leads are missed.

Conclusion

In this tutorial, we explored how to log leads from Instagram Lead Ads to Zoho CRM automatically using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and ensure that every lead is captured efficiently. Start using Pabbly Connect today to enhance your business automation!