Workflow Action: Instagram DM

Workflow Actions

July 30, 2024•2 min read

In the article you will learn how to set up the Workflow Action: Instagram DM

Please Note: You will need to have integrated Facebook and Instagram for this to work.

Step 1: Start a new workflow or edit an existing one

Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.

Step 3: Setting up the Instagram DM action

Click on the “+” symbol below the trigger to add an action.

Under Actions, select Instagram DM in the External Communications section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear

(Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.

You also have the option to use a previously created template for this action

In the message drop you can select any of the custom values that apply to your specific needs (see below)

For Example, I selected the custom field Contact>First Name & Contact>Last Name; this will automatically populate the contact's First and Last name in the Messenger

Press Save Action in the bottom right corner

Step 4: Press Save in the top right corner of your browser to save the workflow

If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

Be sure to test your Workflow to ensure it is set up correctly using the Test Workflow button next to the Publish toggle switch.

For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Your Workflow is set up and ready to go with the Instagram DM Workflow Action!

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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