Integrating Instagram Channel with Zoho SalesIQ

Integrating Instagram Channel with Zoho SalesIQ

Instagram as a messaging channel in Zoho SalesIQ helps you to connect with your Instagram followers. The channel connects with your Instagram messages, and when a customer connects for help via instagram direct message, you will receive the message on your SalesIQ dashboard. This gives the privilege of accessing all the messaging channels under one roof.    
Pre-requisites:
  1. You should hold a business manager account on Facebook. Learn more.

  2. A facebook account with a business page

  3. An instagram professional or business account

  4. The instagram account must be linked with the facebook page. To do that, follow these steps. 

  5. To enable access to instagram direct message to SalesIQ, from your Instagram account profile, navigate to Settings > Privacy > Messages > enable "Allow access to message". 

How to integrate Instagram account with SalesIQ?

  1. From your SalesIQ dashboard, navigate to Settings > Messaging Channels > Instagram, and click on Add.
  2. First, connect with your Facebook account by clicking on the Add account.


Linking Facebook Account with SalesIQ

  1. The Add account button will redirect you to the login page to link your Facebook and Instagram Business accounts.
  2. Click Continue to link your Facebook account with Zoho SalesIQ.

  1. Click Continue on the Connect your account to Zoho Corporation window.
  2. Select the Facebook Business account you wish to link, then click Continue.                                            

  1. Select the Instagram Business account linked to your Facebook Business account, then click Next. You will be re-directed to the SalesIQ configuration page.                                           

Connecting your Instagram account with Zoho SalesIQ

  1. On the Instagram channel configuration page, select the Facebook account from the drop-down and click Next.

  1. Then choose the Instagram account from the drop-down and click Next 

  1. Choose a Department to associate with the Instagram account. 

  1. Finally, verify the configuration and click Done.

  1. The Instagram business account is now integrated with Zoho SalesIQ.  You can enable/disable the account or edit the details anytime needed. 

Adding/Managing Accounts

  1. Navigate to Settings > Messaging channels > Instagram and click on Manage Users  at the top right. Tap on Add to add additional accounts or click on an existing account to manage it.

Set a preferred time limit to close missed chats

You have the option to set a preferred time limit to automatically close missed chats after a certain time of inactivity. This will convert the missed chats to closed chats after the specified duration. This can be done in the Preference tab under the 'Chat ending time limit' section.

  1. Go to your Facebook business page's profile, click on Settings on the left in the Manage Page section.

  1. Click on Linked accounts on the left panel.

  1. Under the Instagram tab, click on Connect Account to link your facebook page to an Instagram business account.

  1. On the next screen, click on Connect.

  1. Toggle the Allow access to Instagram message in Inbox and click Confirm.

  1. Next, Log in with your Instagram account credentials. 

  1. This will connect your Instagram business account to your facebook business page.


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