How to Sync Leads from Instagram to Salesforce CRM Automatically Using Pabbly Connect

Learn how to automatically sync leads from Instagram to Salesforce CRM using Pabbly Connect with this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Instagram to Salesforce Integration

To sync leads from Instagram to Salesforce CRM, you need to access Pabbly Connect. Start by opening your web browser and entering the URL Pabbly.com/connect. This will take you to the Pabbly Connect landing page where you can either sign in or sign up.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users should click on ‘Sign in’. Once logged in, navigate to the dashboard where you will find various tools offered by Pabbly. Select Pabbly Connect to proceed with the integration.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, create a new workflow by clicking on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder and the classic one. Opt for the new workflow builder for a more modern experience.

• Click on the ‘Create’ button after naming your workflow.
• This opens the workflow window where you will set up triggers and actions.

In the workflow window, click on the ‘Add Trigger’ button to set up your trigger application, which is Instagram lead ads in this case. Select Instagram lead ads, and then choose the trigger event as ‘New Lead Instant’. Click on ‘Connect’ to establish the connection.

3. Connecting Instagram Lead Ads to Pabbly Connect

To connect your Instagram lead ads account via Pabbly Connect, you need to link it through your Facebook account. Click on ‘Add a New Connection’ and select your Facebook account to allow Pabbly to access your Instagram lead ads.

Once connected, you will be prompted to select the Facebook page associated with your Instagram lead ads. Choose your page, for example, ‘Natural Glow Skincare’, and then select the lead ads form you wish to use. After selecting the form, click on the ‘Save and Send Test Request’ button to proceed.

• Ensure all permissions are granted for a successful connection.
• This will allow Pabbly Connect to capture leads from your Instagram ads.

After completing these steps, Pabbly Connect will be ready to capture leads from Instagram when they are submitted.

4. Testing the Connection and Capturing Leads

To test the connection, you will need to perform a test submission of your lead form. Open a new tab and go to the Meta for Developers site. From there, navigate to the resources section and select the lead ads R2 debug tool.

Select your Facebook page and the form you are using, then fill out the lead form with test data. An example would be entering the first name as ‘New’, last name as ‘Lead’, and a sample email address. After filling out the form, click on the ‘Submit’ button.

Make sure to submit the form to trigger the connection. Pabbly Connect will capture this submission as a lead.

Once submitted, go back to your workflow in Pabbly Connect to check if the lead details have been captured successfully. This confirms that your setup is working correctly.

5. Adding Leads to Salesforce CRM

Now that you have successfully captured the lead details, the next step is to add these leads into Salesforce CRM using Pabbly Connect. Click on the ‘Add New Action Step’ and select Salesforce as your action application.

For the action event, choose ‘Create Contact’ and click on ‘Connect’. If you haven’t yet connected Salesforce, click on ‘Add a New Connection’ and follow the prompts to authorize Pabbly Connect to access your Salesforce account.

Make sure to map the lead details from Instagram to the corresponding fields in Salesforce. This includes first name, last name, email, and phone number.

Once all details are mapped correctly, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, you will receive a confirmation that a new contact has been created in Salesforce. Now, every time you receive a lead from Instagram, Pabbly Connect will automatically add the lead details into Salesforce CRM.

Conclusion

In this tutorial, we explored how to sync leads from Instagram to Salesforce CRM automatically using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that every lead is captured efficiently. Try implementing this automation in your business for enhanced productivity and seamless integration.