You can now connect your Instagram account directly to your CRM without needing a Facebook Page connection first. This gives you a simpler way to manage Instagram conversations, keep contacts organized, and control messaging and automation settings for each account from one place.

📌 Why This Matters

For many small business owners, Instagram is where new inquiries, repeat customers, and day-to-day conversations happen. Having a direct Instagram connection makes it easier to bring those messages into your CRM, turn chats into contacts, and keep follow-up actions organized. It also gives you more flexibility if you want to use Instagram without depending on a Facebook Page setup.

✨ What’s New

• Direct Instagram connection: Connect your Instagram account straight to your CRM without requiring a connected Facebook Page.
• Centralized account view: See all connected Instagram accounts in one place under your integrations settings.
• Flexible connection options: Use either a direct Instagram connection or a Facebook Page-based connection, depending on how your account is currently set up.
• Messaging and automation controls: Turn messaging and automations on or off for each Instagram account individually.
• Instagram conversations inside your CRM: Sync Instagram Direct messages so you can manage them alongside other customer conversations.
• Contact creation from chats: Turn Instagram conversations into contact records so you can keep track of leads and customers more easily.
• Automation support: Use Instagram interactions to trigger follow-ups and other automated actions inside your CRM.
• Support for future Instagram capabilities: Direct connection helps prepare your account for upcoming Instagram-based features.

🛠️ How to Use It

1. Step 1: Go to your CRM settings and open the integrations area.
2. Step 2: Find the Instagram section and choose the account you want to connect.
3. Step 3: Connect Instagram directly if you want to avoid relying on a Facebook Page connection.
4. Step 4: Review your connected accounts in the centralized view to confirm everything is linked correctly.
5. Step 5: Turn the Messaging & Automations setting on for the Instagram account you want to use inside your CRM.
6. Step 6: Start managing Instagram messages, creating contacts from conversations, and using automations to stay on top of follow-up.

💡 Pro Tip

If Instagram is where customers ask about pricing, availability, or appointments, connect it directly to your CRM so every conversation has a better chance of turning into a booked sale.