Instagram Direct Messaging Integration

July 30, 2024•2 min read

Instagram Direct Messages (DMs) are a great way to communicate with leads and contacts. Now you can integrate your Instagram account to BILT, to give you additional options for automating workflows and communicating directly with leads in the Conversations tab. Follow the steps below to learn how to integrate your Instagram account for DMs.

Step 1: Connect your Facebook and Instagram accounts

To use Instagram Direct Messaging, you’ll need to have the Instagram Account connected to a Facebook page. Copy and paste this URL for Instagram’s instructions on how to do this: https://help.instagram.com/176 ...

NOTE: You will also need to ensure you have correctly enabled your Instagram messaging connection across other apps and systems. This is done through Facebook/Instagram directly, within your settings. Check out Facebook/Instagram’s article on how to ensure your settings are properly enabled to take advantage of this feature. Click here to access the Facebook/Instagram details: https://www.facebook.com/help/...

Step 2: Integrate your Facebook and Instagram accounts into BILT

Navigate to Settings > Integrations
Click Connect under your Facebook and Instagram to connect both. (To start, the icons will both be grayed out and turn colorful once the integration is complete.)

NOTE: If you already have Facebook integrated, the “F” icon will be highlighted in blue, as shown below.

Follow the instructions in the pop-up window to complete the integration. You may need to log in to your Facebook and/or Instagram account to accept the permission requests and complete the integration.

Step 3: Start using the Instagram DM features

There are a few options within BILT for taking advantage of the Instagram DM features:
- First, you can Navigate to Conversations. Here you can communicate directly with contacts who have sent you an Instagram DM.
- You can also navigate to Workflows, select the trigger Customer Replied and filter by “reply channel” and choose “Instagram DM” to set up the trigger based on Instagram DMs coming in.

Note:

To manage your Instagram messaging connections across apps:

Navigate to the mobile Instagram app.
Go to your Instagram business or creator profile.
Select Settings.
Select Privacy.
Select Messages.
Under Connected Tools, you can toggle on or off “Allow Access to Messages.”
If you toggle on this access, anyone with approved access to your Facebook Business Suite, Creator Studio, or other connected third-party apps can view or manage your Instagram Direct Messages.
If you toggle off, you’ll only be able to view your Instagram Direct Messages on Instagram.

If you’d like to connect your Instagram Business account with your Facebook account please follow the steps in the article titled “How to Connect Your Instagram Business Account With Your Facebook Account”

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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