Integrate Instagram Leads with Zoho Click Using Pabbly Connect

Learn how to integrate Instagram leads with Zoho Click using Pabbly Connect in this step-by-step tutorial. Enhance your business automation today! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin integrating Instagram leads with Zoho Click, you first need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect website.

Once there, you can either sign in if you are an existing user or click on ‘Sign up for free’ if you are new. Signing up gives you access to 100 tasks free every month to explore the automation capabilities of Pabbly Connect.

2. Create a Workflow in Pabbly Connect

After signing in, click on the ‘Create Workflow’ button to begin setting up your automation. You will be prompted to name your workflow, so name it something descriptive like ‘Send Zoho Click Message for New Instagram Leads’. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• This opens the workflow window where you can set your trigger and action.

In this window, you will select your trigger application. For this task, choose ‘Instagram Lead Ads’ as your trigger application, as you want to capture new leads generated through Instagram ads.

3. Set Up Instagram Lead Ads Trigger in Pabbly Connect

Now that you have selected Instagram Lead Ads, the next step is to choose the trigger event. Select ‘New Lead Instant’ as your trigger event. This means your workflow will start automatically whenever a new lead is generated.

Next, you will need to connect your Instagram account. If you have previously connected it, select the existing connection. If not, click on ‘Add New Connection’ and follow the prompts to link your Instagram account to Pabbly Connect.

• Select your Facebook page associated with the Instagram account.
• Choose the lead generation form you want to use for this automation.

Once you have selected the appropriate options, click on ‘Save and Send Test Request’ to ensure everything is set up correctly. This will capture the lead data to be used in the next step.

4. Connect Zoho Click for Action in Pabbly Connect

With your Instagram lead trigger set up, the next step is to configure the action, which in this case is sending a message to Zoho Click. Search for ‘Zoho Click’ in the action application section and select it.

For the action event, choose ‘Send Message to Channel’. This action will notify your team on Zoho Click whenever a new lead is captured. Again, if you have connected Zoho Click before, you can select the existing connection or add a new one.

Enter the domain of your Zoho account when prompted. Grant the necessary permissions for Pabbly Connect to access your Zoho Click account.

After successfully connecting, select the channel where you want to send the message (e.g., ‘New Instagram Leads’) and customize the message to include lead details. This message will be sent automatically to your Zoho Click channel whenever a new lead is captured through Instagram.

5. Test and Finalize Your Workflow in Pabbly Connect

To ensure your workflow functions correctly, conduct a test submission using the lead testing tool. Generate a test lead by filling out the lead form associated with your Instagram ads.

Once you submit the test lead, check your Zoho Click channel to see if the message has been received. This step confirms that the integration between Instagram Lead Ads and Zoho Click via Pabbly Connect is functioning as intended.

Make sure to refresh the lead testing tool to delete previous leads before testing. Verify that the message includes all relevant lead details as specified in your workflow.

By following these steps, you can automate the process of notifying your team about new leads and enhance your follow-up efficiency. This integration allows you to convert leads into paying clients more effectively.

Conclusion

In this tutorial, we explored how to integrate Instagram leads with Zoho Click using Pabbly Connect. By automating this process, you can enhance your business efficiency and ensure timely follow-ups with potential clients.