Connect Espo CRM and Instagram for Business to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
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.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
New Comment
Runs when a new comment is added to a post or to a live video.
New DM
Runs when new direct message arrives
New Media Is Posted to My Account
Runs when New Media Is Posted to My Account
New Story Reply
Runs when New Story Reply Arrives
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
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
Know More About Espo Crm and Instagram Integrations
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Step by step guides to integrate Espo CRM and Instagram for Business
Frequently Asked Questions
To start, connect both your Espo CRM and Instagram for Business accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Instagram for Business (or vice versa).
Absolutely. You can customize how Espo CRM 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 Espo CRM 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 Espo CRM 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
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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