Integrating Salesforce with Instagram Lead Ads Using Pabbly Connect

Learn how to integrate Salesforce with Instagram Lead Ads using Pabbly Connect. Follow this step-by-step tutorial to automate lead management seamlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Salesforce with Instagram Lead Ads, you first need to access Pabbly Connect. This platform allows you to create automated workflows without any coding skills.

Visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. If you are a new user, sign up for a free account. Existing users can simply sign in to access their dashboard and begin setting up the integration.

2. Creating a New Workflow in Pabbly Connect

The next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. This will allow you to set up the automation between Instagram Lead Ads and Salesforce.

• Enter a name for your workflow, such as ‘Create Salesforce Lead for Instagram Lead Ads’.
• Select a folder to save this workflow for better organization.

Once you have provided the workflow name and selected a folder, click on the ‘Create’ button. This will take you to the workflow setup page where you can define triggers and actions.

3. Setting Up the Trigger for Instagram Lead Ads

Now, you need to set up the trigger in Pabbly Connect. Choose Instagram as your trigger application. The trigger event will be set to ‘New Lead’ from Instagram Lead Ads.

Click on the ‘Connect’ button to establish a connection with your Instagram account. If you have not connected your Instagram account yet, you will need to authorize Pabbly Connect to access your Instagram Lead Ads data. Once connected, select the form from which you want to capture leads.

4. Defining the Action to Create Salesforce Lead

After setting up the trigger, the next step is to define the action that Pabbly Connect will perform. Choose Salesforce as your action application and select the action event as ‘Create Lead’.

Next, you will need to map the fields from the Instagram lead to the corresponding fields in Salesforce. This involves matching the first name, last name, email, and phone number from the Instagram form to the Salesforce lead fields. Using the mapping feature ensures that the data is accurately transferred from Instagram to Salesforce.

• Map the first name from Instagram to the first name field in Salesforce.
• Map the last name and email in the same way.

Once all fields are mapped correctly, click on the ‘Save and Send Test Request’ button to test the integration. This will create a lead in Salesforce based on the test data from Instagram Lead Ads.

5. Testing the Integration and Finalizing Setup

To ensure that the integration works seamlessly, conduct a test submission using the Instagram Lead Ads form. Fill in the required details and submit the form. This will trigger Pabbly Connect to create a lead in Salesforce.

After the test submission, check your Salesforce account to confirm that the lead has been created successfully. If the lead appears in Salesforce with the correct details, your integration is complete. You can now automate the management of leads from Instagram to Salesforce effortlessly using Pabbly Connect.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Salesforce with Instagram Lead Ads using Pabbly Connect streamlines lead management, allowing businesses to capture and manage leads efficiently. By following this step-by-step guide, you can automate the process and focus on growing your business.