Integrate Instagram Lead Ads with Zoho CRM Using Pabbly Connect

Learn how to automatically add leads from Instagram Lead Ads to Zoho CRM using Pabbly Connect with this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Instagram Lead Ads with Zoho CRM, you need to access Pabbly Connect. Open your browser and go to pabby.com/connect. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on ‘Sign Up Free’ to get 100 free tasks every month. Existing users can simply sign in. Once logged in, navigate to the Pabbly apps section and select Pabbly Connect to access the dashboard.

2. Creating a New Workflow in Pabbly Connect

Once you’re on the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. This will prompt you to select the workflow builder. Choose the ‘New Beta’ version for a modern experience.

• Click on the ‘Create’ button to initiate a new workflow.
• Name your workflow (e.g., ‘Add Leads from Instagram Lead Ads to Zoho CRM Automatically’).
• Select the appropriate folder to save your workflow.

After naming your workflow, click on the ‘Create’ button. Remember, every automation in Pabbly Connect consists of triggers and actions. Let’s set up the trigger for our Instagram leads.

3. Setting Up Instagram Lead Ads Trigger

In Pabbly Connect, click on the ‘Add Trigger’ button. Select ‘Instagram Lead Ads’ as the app and choose ‘New Lead Instant’ as the event. This setup will allow Pabbly Connect to listen for new leads from your Instagram ads.

To connect your Instagram account, click on ‘Add a New Connection.’ Make sure you are logged into your Instagram and Facebook accounts in the same browser to simplify the connection process. After connecting, select your Facebook page and the lead generation form you want to use.

4. Creating a Contact in Zoho CRM

After setting up the trigger, it’s time to add an action. Choose ‘Zoho CRM’ as the application and select ‘Create Contact’ as the app event. Again, click on ‘Add a New Connection’ to link your Zoho account with Pabbly Connect.

Enter the domain of your Zoho account (e.g., zoho.com) and grant access to Pabbly Connect. Once connected, you will need to map the lead details from Instagram to the respective fields in Zoho CRM. This includes first name, last name, email, and phone number.

• Map the lead’s first name and last name from the Instagram lead data.
• Ensure to include the email and phone number fields.
• Leave optional fields blank if not needed.

Once all fields are mapped, click on ‘Save and Send Request’ to complete the setup. Your leads will now automatically be added to Zoho CRM whenever a new lead is generated from Instagram.

5. Testing the Integration

To ensure everything is working correctly, generate a test lead using the Lead Ads Testing Tool by Meta. Delete any existing leads if necessary, and create a new lead with dummy data. Submit the form and check your Zoho CRM account.

Refresh your Zoho CRM to see if the new contact has been added successfully. You should see the details of the test lead you created, confirming that the integration via Pabbly Connect is functioning perfectly.

With this setup, every new lead generated through your Instagram Lead Ads will be automatically added to your Zoho CRM, streamlining your lead management process.

Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with Zoho CRM using Pabbly Connect. By following the steps outlined, you can automate lead management efficiently, ensuring that no lead is missed.

Utilizing Pabbly Connect not only simplifies the process but also enhances your productivity by automating repetitive tasks. Start integrating today to maximize your business potential!