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5 ways to automate Instagram Lead Ads

Streamline your lead management processes so you can focus on converting prospects.

By Krystina Martinez · January 16, 2023
A hero image of the Instagram Lead Ads app logo connected to other app logos on a light purple background.

When done right, there's little doubt that Instagram Lead Ads are effective. Case in point: How often have you purchased something because of an ad you saw on Instagram? While the rest of us shoppers are bemoaning our bank account balances, as a business, you want to make sure you're getting the most out of your campaigns and ad spend—especially with the ever-changing economy. 

You can't control the economic climate, but you can make the most of your tools so your lead management processes are airtight. With Zaps—our word for our automated workflows—you can connect your Instagram Lead Ads to the rest of your sales pipeline, no code necessary.

Below are some ways you can automate your Instagram Lead Ads so you can focus on converting leads into customers.

Instagram Lead Ads is a premium app—available on Zapier's paid plans. Learn more about premium apps.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Track lead information in a spreadsheet or database

It's always a safe bet to keep track of your leads somewhere besides Instagram's Ad Tools platform so you can easily share that information with other teams who might not have access to your app account. It also provides a backup in case something happens with your Instagram account. (After all, you worked hard for those leads!) 

With the Zaps below, you can automatically add new leads to a spreadsheet or database in real time so you can focus on moving your leads through your sales funnel. 

Create Google Sheet rows from new Instagram Lead Ad leads

Create Google Sheet rows from new Instagram Lead Ad leads
  • Instagram Lead Ads logo
  • Google Sheets logo
Instagram Lead Ads + Google Sheets

Need to clean up spreadsheet data? Use our built-in Formatter toolavailable on paid Zapier plans—to format your lead information before it's captured in your spreadsheet. 

Add leads to your marketing newsletter

Your email newsletters are a critical tool for getting your leads off of Instagram and purchasing your product. Automation can help you continue delivering personalized messages as your business grows. 

A quick way to start? The Zaps below will automatically add your new prospects from Instagram Lead Ads to your email marketing newsletters—when they consent, of course—so you can deliver the right messages at the right time.

Want to subscribe leads to specific email lists, depending on the ad they interacted with? With Pathsavailable on Professional plans and up—you can route your leads to certain lists depending on the criteria you set. 

Move leads through your sales funnel

It can be a difficult balance to strike between converting new leads to customers quickly while also ensuring your lead information is accurate. 

You don't have to sacrifice accuracy for speed or vice versa. Automation can move your Instagram lead information to other apps quickly—and reduce human error that can occur in the process. (It would be a disaster to enter the wrong number for your lead's budget or misspell their name!) 

To get started, these Zaps will automatically add your new leads from Instagram Lead Ads to your Customer Relationship Manager (CRM) tool.

Notify your team about new leads

We're inundated with notifications daily, and while you don't need to know about everything, you don't want to miss the alerts about your new Instagram leads. 

Zapier can help you streamline your business-critical notifications and route them to the apps you use most, so you can respond faster. These workflows will notify you in your team chat app or an email whenever you have a new lead in Instagram Lead Ads. 

Prefer notification summaries instead? Add Digest by Zapier, available on our paid plans, to your Zap so you can receive important alerts at a reasonable pace.

Learn more: How to create custom notifications for critical business information.

Create a custom solution

Your business is unique, so you may use a tool that doesn't have a Zapier integration—or you need to accomplish something not available in an existing app integration. 

As long as your app has webhook functionality or a public API, you can connect Instagram Lead Ads to your tech stack with our built-in Webhooks tool. And yes, you can even use webhooks to connect your CRM's workflow automation tool with Zapier.

Here are some Zaps to get you started:

You don't need to know how to code to automate, but if you need to do something advanced with your Instagram lead data, a little code can help. 

Code by Zapier is a built-in tool that allows you to add JavaScript or Python to your Zap, so you don't have to build automated workflows from scratch—but you can still add a little code if you need to.

If you're comfortable with JavaScript or Python, you can dive in with the Zap template below. 

Although Zapier is a no-code platform, you have the option to add customizability with your own code. Learn more in our guide: Code by Zapier: How to add customizable triggers and actions to your Zaps.

Focus more on leads, less on management

Automation with Zapier can help you manage your Instagram Lead Ads, from ensuring accurate lead data to moving prospects through your funnel in a timely fashion. Now you and your team can focus on the work that requires human expertise—converting Instagram leads into sales. 

Zapier is the leader in no-code automation—integrating with 5,000+ apps from partners like Google, Salesforce, and Microsoft. Build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'