Integrating Instagram Channel with SalesIQ

Integrating Instagram Channel with SalesIQ

Instagram as a messaging channel in Zoho SalesIQ helps you to connect with your Instagram followers. It connects with your Instagram messages, and when the customer connects for help, it directs you to the SalesIQ dashboard. This gives the privilege of accessing all the messaging channels under one roof.    

Pre-requisite   

  1. You should hold a business manager account on Facebook. And make sure that the account is verified. Learn more.

  2. A verified facebook business account

  3. A verified Instagram business account

  4. The Instagram Business account must be linked with business Facebook account.

  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 an Instagram account with SalesIQ?

  1. Login to SalesIQ, navigate Settings > Messaging Channels > Instagram, and click Add.
  2. First, connect with your Facebook business 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 SalesIQ 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, click on the brand, choose Accounts, and tap Add to add and manage the Instagram account.


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