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.    
  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 on Edit access and enable permissions to connect your Instagram business account with SalesIQ.

  1. Enable the permissions and then click Continue. 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.

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
8 MB
jpeg, png, gif
25 MB
acc, m4a, wav, mp4
25 MB
mp4, ogg, avi, mov, webm

  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.

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                    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.

                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              Zoho Sheet Resources


                                                  Zoho Forms Resources

                                                    Secure your business
                                                    communication with Zoho Mail

                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times

                                                      Carry your calendar with you
                                                      Anytime, anywhere

                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now

                                                                      Zoho TeamInbox Resources

                                                                              Zoho DataPrep Resources

                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW

                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now

                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                      • Integrating Whatsapp Channel with SalesIQ - Twilio

                                                                                                        We have stopped taking new requests for WhatsApp channel integration via Twilio. The native WhatsApp business integration is currently in beta. Existing customers using WhatsApp channel integration via Twilio will typically work. Get noticed and ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.

                                                                                                            Zoho Show Resources