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:
You should hold a business manager account on Facebook. Learn more.
A facebook account with a business page
An instagram professional or business account
The instagram account must be linked with the facebook page. To do that, follow these steps.
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?
- From your SalesIQ dashboard, navigate to Settings > Messaging Channels > Instagram, and click on Add.
- First, connect with your Facebook account by clicking on the Add account.
Linking Facebook Account with SalesIQ
- The Add account button will redirect you to the login page to link your Facebook and Instagram Business accounts.
- Click Continue to link your Facebook account with Zoho SalesIQ.
- Click on Edit access and enable permissions to connect your Instagram business account with SalesIQ.
- Enable the permissions and then click Continue. You will be re-directed to the SalesIQ configuration page.
Connecting your Instagram account with Zoho SalesIQ
- On the Instagram channel configuration page, select the Facebook account from the drop-down and click Next.
- Then choose the Instagram account from the drop-down and click Next.
- Choose a Department to associate with the Instagram account.
- Finally, verify the configuration and click Done.
- 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
- 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.
Attachment types and limit
When in conversation with a Instagram user, the operator has the option to share attachments to enrich the chat and provide better assistance to the user. The attachment types supported and file size limits are listed below.
File Type | File Size Limit | Formats supported |
Image | 8 MB | jpeg, png, gif |
Audio | 25 MB | acc, m4a, wav, mp4 |
Video | 25 MB | mp4, ogg, avi, mov, webm |
How to link your Facebook business page to your Instagram account
- Go to your Facebook business page's profile, click on Settings on the left in the Manage Page section.
- Click on Linked accounts on the left panel.
- Under the Instagram tab, click on Connect Account to link your facebook page to an Instagram business account.
- On the next screen, click on Connect.
- Toggle the Allow access to Instagram message in Inbox and click Confirm.
- Next, Log in with your Instagram account credentials.
- This will connect your Instagram business account to your facebook business page.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Integrating Zoho Bookings with Zoho SalesIQ
Zoho Bookings in SalesIQ Zoho Bookings is an online tool that your customers can use to book appointments with your experts and specialists to avail your services. When you publish your services on Zoho Bookings, your customers can access this ...Integrating Whatsapp Channel with SalesIQ
Integrating WhatsApp business with your SalesIQ helps you handle your business' WhatsApp chat conversations on your SalesIQ dashboard. Let your visitors contact you from the convenient channel, and your operators can handle the chat from their ...Integrating WeChat Channel with Zoho SalesIQ
Integrating WeChat with Zoho SalesIQ allows your operators to assist WeChat users directly from SalesIQ. When a customer send a message to your business' WeChat official account, your SalesIQ operators can instantly connect and assist the WeChat user ...SalesIQ for Zoho Forms
Zoho forms is a software solution that let's you create visually appealing forms easily with a no-code online form builder, for all your data collection needs. Integrating Zoho SalesIQ with Zoho Forms will allow you to receive the data collected on ...Integrating Facebook Messenger Channel with Zoho SalesIQ
Now you can converse with your Facebook audience directly using Zoho SalesIQ. SalesIQ's Facebook channel allows the followers of your Facebook page to initiate conversations with your operators using the inbuilt Facebook messenger. Due to the wide ...
New to Zoho LandingPage?
Zoho LandingPage Resources