Save Instagram Leads Automatically and Send Instant Emails

Learn how to automate saving Instagram leads to Google Sheets and sending instant emails using Pabbly Connect in this detailed tutorial. 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 Automation

To begin automating the process of saving Instagram leads and sending emails, first access Pabbly Connect by navigating to the Pabbly Connect website. Here, you will have options to either sign in or sign up for a free account, which provides 100 free tasks each month.

Once logged in, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to start the automation process. This is where Pabbly Connect becomes essential, as it allows integration between Instagram, Google Sheets, and Gmail.

2. Setting Up Instagram Lead Ads in Pabbly Connect

Next, you will set up the trigger for your automation using Instagram Lead Ads. In Pabbly Connect, select Instagram Lead Ads as your trigger app and choose the event as ‘New Lead’. This step is crucial as it initiates the workflow whenever a new lead is captured.

• Select your Facebook account linked with Instagram.
• Choose the specific page and form associated with your lead ads.
• Enable the simple response toggle for easier data handling.

After setting these parameters, click the ‘Save and Send Test Request’ button. This action will test the connection and set the stage for capturing leads automatically through Pabbly Connect.

3. Saving Leads to Google Sheets via Pabbly Connect

Once the Instagram leads are captured, the next step is to save them to Google Sheets. In Pabbly Connect, add an action step and select Google Sheets as the action app. Choose the event ‘Add New Row’ to ensure each new lead is logged in your spreadsheet.

Connect your Google account and select the spreadsheet where you want to save the leads. Here, you will map the fields from the Instagram lead response to the corresponding columns in your Google Sheet. This mapping is vital as it ensures data flows correctly from Instagram to your spreadsheet.

• Map the full name by combining first and last names.
• Map the email, phone number, and city from the lead form.
• Click ‘Save and Send Test Request’ to verify successful data entry.

After testing, check your Google Sheet to confirm that the lead data has been saved correctly. This integration using Pabbly Connect automates the data entry process, eliminating manual work.

4. Sending Instant Emails with Gmail

In this step, you will configure Gmail to send instant emails to your leads. Add another action step in Pabbly Connect and select Gmail as your action app. Choose the event ‘Send Email’ to automate email notifications.

Connect to your Gmail account and fill in the necessary fields, including the sender’s name and email address. For the recipient’s email, map it to the email field from the Instagram lead response. This ensures that each lead receives a personalized email.

Set the email subject and content, incorporating the lead’s name for personalization. Select the email content type (plain or HTML) as per your preference. Click ‘Save and Send Test Request’ to send a test email.

Check your Gmail account to confirm that the email was sent successfully. This integration through Pabbly Connect ensures that your leads receive timely communication, enhancing your engagement strategy.

5. Conclusion

Automating the process of saving Instagram leads and sending emails using Pabbly Connect streamlines your workflow significantly. By integrating Instagram, Google Sheets, and Gmail, you can efficiently manage leads without manual intervention. This tutorial demonstrates the ease of setting up such automation, allowing you to focus on growing your business.

With Pabbly Connect, you can create various integrations tailored to your needs, ensuring that you maximize your productivity and engagement efforts.