I Automated Instagram Leads into CRM for My Skincare Brand 🤯

Learn how to automate Instagram leads into your CRM using Pabbly Connect. Follow this detailed tutorial for your skincare brand integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Instagram Leads Automation

To start automating Instagram leads into your CRM, first access Pabbly Connect. Open a new tab and go to Pabbly.com/connect. This platform is essential for integrating your lead generation process with your CRM.

On the Pabbly Connect landing page, you’ll find options to sign in or sign up for free. If you are new, create an account to explore the features. After signing in, click on the ‘Access Now’ button for Pabbly Connect to enter the dashboard and begin creating your automation workflow.

2. Creating Your Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to select a workflow builder type. Choose the new beta method version for a streamlined experience.

• Name your workflow as ‘I Automated Instagram Leads into CRM for My Skincare Brand’.
• Select a folder for your workflow, then click on the ‘Create’ button.

Your workflow is now created in Pabbly Connect. The next step involves setting up the trigger and action for your automation.

3. Setting Up Trigger Using Instagram Lead Ads

In the created workflow, you need to set up the trigger. Choose ‘Instagram Lead Ads’ as the application and select the event as ‘New Lead Instant’. This will allow Pabbly Connect to capture new leads generated from your Instagram ads automatically.

Click on the ‘Connect’ button. You can either select an existing connection or create a new one. If creating a new connection, ensure you log into your Instagram and Facebook account. Afterward, select the appropriate Facebook page linked to your Instagram account.

4. Generating Leads and Testing the Connection

To test the connection, generate a test lead using Meta’s lead ad testing tool. Enter the details such as skin type, first name, last name, email, and phone number, then submit the form. This action will simulate a real lead submission.

• Ensure to delete any previous leads before generating a new one.
• Refresh your Pabbly Connect workflow to see if the lead data is captured.

Once the lead is generated, you should see the response captured in Pabbly Connect. This confirms that the integration is working correctly.

5. Adding Leads to Zoho CRM via Pabbly Connect

After capturing the lead, the next step is to add this lead into your Zoho CRM. Select ‘Zoho CRM’ as the action application in your Pabbly Connect workflow and choose the event ‘Create Contact’.

Click the ‘Connect’ button to establish a connection with Zoho CRM. You will need to enter your Zoho account domain, which is typically zoho.com. After saving the connection, allow permissions for Pabbly Connect to access your Zoho account.

Map the lead’s first name, last name, email, and phone number from the captured data. Set the lead source to Instagram and add a description for the skin type.

Once all details are mapped, click on the ‘Save and Send Test Request’ button. After a successful test, refresh your Zoho CRM to confirm that the new contact has been added successfully.

Conclusion

By following these steps, you can effectively automate Instagram leads into your CRM using Pabbly Connect. This integration ensures that new leads are captured and organized seamlessly, enhancing your skincare brand’s efficiency.