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How to Track Admission Leads Without Manual Entry

Watch Step By Step Video Tutorial Below

1. Creating a Workflow in Pabbly Connect

To automate lead tracking using Pabbly Connect, first access the Pabbly Connect dashboard. Click on the “Create Workflow” button to begin.

In this tutorial, we will use the Quick Builder option for a faster setup. After selecting this option, enter a prompt like “Connect Instagram lead ads with Google Sheets”. Pabbly Connect will analyze your request and suggest triggers.

2. Selecting the Trigger Application in Pabbly Connect

After creating your workflow in Pabbly Connect, you need to select the trigger application. Choose “Instagram Lead Ads” and then select the trigger event as “New Lead Instant”.

Select “New Lead Instant” as the trigger event.
Click on the “Connect” button to establish a connection.
Authorize Pabbly Connect to access your Instagram account.

After successful connection, select the Facebook page and lead generation form you want to use. This will allow you to capture leads automatically.

3. Testing the Lead Submission

Once the trigger is set up in Pabbly Connect, it’s time to test the lead submission. Open a new tab and access the Meta for Developers page to simulate a lead submission.

Follow these steps to test:

Navigate to the “Lead Ads Debug Tool” on the Meta Developers page.
Select the same Facebook page and lead form you set in Pabbly Connect.
Fill in the lead form with test data and submit.

Check back in Pabbly Connect to confirm that the lead data has been received successfully, ensuring the trigger is functioning correctly.

4. Setting Up the Action Application in Pabbly Connect

Next, you will configure the action application in Pabbly Connect. For this tutorial, we will use Google Sheets as the action application.

Click on the application field and select Google Sheets. Then, choose the action event as “Add New Row” to store the lead data in your spreadsheet.

Connect your Google account with Pabbly Connect.
Select the spreadsheet where you want to store the leads.
Map the fields from the Instagram lead data to the corresponding columns in Google Sheets.

After mapping the fields, click on the “Save and Send Test Request” button to ensure the data is added to your Google Sheet correctly.

5. Conclusion: Automate Your Lead Tracking with Pabbly Connect

In this tutorial, we demonstrated how to automate lead tracking using Pabbly Connect by integrating Instagram lead ads with Google Sheets. By following these steps, you can streamline your lead management process.

With Pabbly Connect, you can easily set up workflows to automate various tasks without any coding knowledge. This powerful tool allows you to connect multiple applications and manage your business efficiently.

Start utilizing Pabbly Connect today to enhance your lead tracking and management processes!