Sync Instagram Lead Ads Data to Pipedrive CRM Using Pabbly Connect

Learn how to sync Instagram Lead Ads data to Pipedrive CRM using Pabbly Connect with this detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

In this tutorial, we will explore how to sync Instagram Lead Ads data to Pipedrive CRM using Pabbly Connect. This automation simplifies the process of managing leads generated through Instagram ads by directly integrating them into your Pipedrive account.

By using Pabbly Connect, you can automate the transfer of lead data without any coding skills. This ensures that every lead generated is captured seamlessly, allowing you to focus on closing deals rather than manual data entry.

2. Setting Up Pabbly Connect for Your Workflow

To get started, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks each month to begin your automation journey.

• Navigate to the Pabbly Connect dashboard.
• Click on the ‘Create Workflow’ button.
• Choose the new beta method for building workflows.

Once you have set up your workflow, you will need to define a trigger. The trigger will be set to capture new leads generated from Instagram Lead Ads, allowing Pabbly Connect to automate the process of adding these leads to your Pipedrive CRM.

3. Configuring the Trigger in Pabbly Connect

In this section, we will configure the trigger for our workflow in Pabbly Connect. Select ‘Instagram Lead Ads’ as the trigger application and set the event to ‘New Lead Instant’. This will ensure that every new lead is captured immediately.

To connect your Instagram Lead Ads to Pabbly Connect, you will need to authorize access through your Facebook account. This connection allows Pabbly Connect to receive data from your Instagram ads.

• Select your Facebook page linked to your Instagram account.
• Choose the lead generation form you have created.
• Toggle the response option to receive simple responses.

After completing these steps, click on the ‘Save and Send Test Request’ button. This action will confirm that your trigger is properly set up and ready to capture leads from Instagram.

4. Adding Action Steps in Pabbly Connect

Once the trigger is configured, the next step is to add actions in Pabbly Connect. First, we will create a person in Pipedrive for each new lead captured. Select ‘Pipedrive’ as the action application and choose the event ‘Create a Person’.

To connect Pipedrive to Pabbly Connect, you will need to enter your Pipedrive API token. This token can be obtained from your Pipedrive account settings. After entering the token, map the fields from your Instagram lead to the corresponding fields in Pipedrive.

Map the first name and last name of the lead. Include the email address and phone number. Set the label for the lead as ‘Hot Lead’.

After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This will create a new person in your Pipedrive account based on the lead information captured from Instagram.

5. Creating Deals in Pipedrive from Leads

After successfully creating a person in Pipedrive, the final step is to create a deal for that person. Again, select ‘Pipedrive’ as the action application and choose the event ‘Create Deal’.

In this step, you will need to map the deal’s title, which can be set as ‘New Instagram Lead’. Additionally, map the fields to include the person ID of the lead you just created, ensuring that the deal is associated with the correct person in Pipedrive.

Map the company name and service interest fields. Set the deal status to ‘Open’. Select the pipeline and stage for the deal.

After mapping all required fields, click on the ‘Save and Send Request’ button. This will create a deal in your Pipedrive account, completing the automation process through Pabbly Connect.

Conclusion

In conclusion, using Pabbly Connect to sync Instagram Lead Ads data to Pipedrive CRM streamlines the lead management process. By automating the creation of leads and deals, you enhance efficiency and focus on closing sales. This integration allows for seamless data transfer, ensuring that no lead is missed.