Connect ClearCRM and Instagram for Business to Build Intelligent Automations
Choose a Trigger
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an Action
Automatically do this!
Publish Instagram Story
Send DM Message
Reply to Comment
Hide/Unhide the Comment
Send DM Private Reply from Comment
Send Quick Replies
Get Media Details
List Media
Publish Instagram Photo
React/Unreact to a message
List Comments from Media
Get Comment Details
Get DM Message Details
List DM Conversations
Get DM Conversations Details
Find a conversation with a specific person
Publish Photo/Carousel
Delete the Comment
Publish Video or Reel
Get User Profile
List Instagram Stories
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Publish Instagram Story
Post a photo or video from a public URL to your Instagram Story.
Send DM Message
Send text, media, sticker or button messages to an Instagram user
Reply to Comment
Reply to a comment on Instagram
Hide/Unhide the Comment
Hide/Unhide the Comment by comment ID.
Send DM Private Reply from Comment
An Instagram user comments on Instagram professional post, reel, story, Live, or ad post. Send them private reply in the DM.
Send Quick Replies
Sends a message with quick reply buttons to an Instagram user.
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Step by step guides to integrate ClearCRM and Instagram for Business
Frequently Asked Questions
To start, connect both your ClearCRM and Instagram for Business accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Instagram for Business (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Instagram for Business. This includes choosing which data fields go into which fields of Instagram for Business, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Instagram for Business typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClearCRM and Instagram for Business. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn MoreAbout Instagram for Business
Instagram for Business is a powerful platform that allows businesses to connect with their audience through visual storytelling. It offers tools for businesses to create engaging content, reach a wider audience, and analyze performance metrics to optimize their marketing strategies.
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