Connect Instagram for Business and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Comment
New DM
New Media Is Posted to My Account
New Story Reply
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Ready to use Instagram for Business and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment
Runs when new comment appears
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
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
Do thisActions
Action is the task that follows automatically within your Instagram for Business 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 Instagram for Business and Capsule CRM
Frequently Asked Questions
To start, connect both your Instagram for Business and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Instagram for Business triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Instagram for Business data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Instagram for Business and Capsule CRM 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 Instagram for Business and Capsule CRM. 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 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.
Learn MoreAbout Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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