Instagram CRM: How to Manage Your Leads and Sales from Instagram with NetHunt CRM

Here is why automating lead management with Instagram CRM is your smartest move.

Instagram isn’t just a social media platform; it’s a bustling marketplace with over 1 billion active users waiting to connect with businesses like yours. However, turning those casual followers into loyal customers is much harder without a full-fledged Instagram CRM.

Such a tool helps you automate lead management, supercharge your team’s collaboration, and respond to DMs in real time — all from your CRM. Sounds like a game-changer? It is.

Let’s explore how Instagram CRM integrations can transform the way you engage with your audience.

Key features to look for in an Instagram CRM

• Ease of use and setup process. If you’re a first-time CRM user, better opt for an Instagram CRM tool with user-friendly interface and a straightforward set-up process. These tools are perfect for startups and small or middle-scale businesses who want to avoid long and costly onboarding processes. For instance, setting up the Nethunt CRM is a breeze and won’t take up much of your time. And if you’re still struggling with the setup – there is always a video guide to help you.
• Creating contacts and sales opportunities. We advise you to look for CRMs that capture leads and allow users to create CRM records from direct messages, comments, mentions, etc. For instance, a CRM for Instagram like NetHunt helps you generate customer records from Instagram chats, comments, and Stories.
• Receiving and sending messages directly from the CRM. A good CRM allows you to manage all Instagram messaging activities in one place – the system. You can respond to Instagram Direct messages directly from the customer record. Yeap, there’s no need to leave the CRM to do that – pretty convenient, right?
• Capturing comments and mentions. Instagram CRM integration ensures that all comments and mentions go straight to your CRM system. You can easily track your comments and mentions in the CRM and monitor customer sentiment and brand interactions in real time.
• Content scheduling and management. Consistency is key to loyalty. Most CRMs offer this feature as a part of their basic plans. You can plan, automate, and manage your Instagram content without a fear of losing touch with your audience.
• Chat access management. This feature allows teams to collaborate effortlessly, share communication histories, and stay in sync. With chat access management, you can control who sees what, assign chats to specific team members, and track responses.

Why should you choose NetHunt CRM for Instagram integration?

NetHunt CRM, launched in 2015, quickly won users' hearts with its impressive 4.7 G2 and 4.8 Capterra ratings. How? Well, users loved NetHunt CRM’s ultra-customization, ease of use, and multiple native integrations. And don’t even get us started on the sales automation suite! 🤩

Is NetHunt the best CRM for Instagram and omnichannel outreach? Well, check it out yourself — with Nethunt CRM, you can:

Manage Instagram interactions directly from NetHunt CRM

The tool registers every incoming DM, comment, and Stories mentioned on your business Instagram account. Got a message? Respond to it right within the CRM!

Create customer records from Instagram chats in a click

You no longer need to copy-paste data from Instagram into your CRM. From now on, you can create customer records with a few clicks and enrich them with publicly available data, such as profile information.

Save all communication history as the customer record in the CRM

NetHunt Instagram CRM offers a 360-degree view of past interactions. This feature automatically links all messages exchanged on Instagram to the customer record and allows you to easily track all the conversations from within CRM.

Respond to messages from the Chats tab or the Timeline

This feature supports text, voice notes, images, and videos. As we’ve already mentioned, you don’t have to leave the CRM and go straight to your Instagram account to respond to a message from a lead or a customer.

Collaborate with your team and improve customer support with shared visibility

Your team can access complete communication histories and share insights. Whether it's a salesperson or a support specialist, everyone stays in sync with no miscommunication and duplicate entries. Plus, customizable visibility and privacy rules protect sensitive information, keeping it secure and confidential.

Check out how Powerglide uses NetHunt CRM for seamless integration with Gmail and third-party apps, and automated workflows that drastically cut down manual work.

Here are a few more powerful things to do with NetHunt CRM 😉

• Native Gmail integration. Add contacts, track emails, manage sales pipelines, and automate processes directly within the Gmail interface.

• Easy to use and quick to set up. The system lives inside Gmail and its intuitive interface eliminates the need for extensive team onboarding and training on how to use the system. In other words, you don’t need a tech guy to set up and implement the system.
• Ultra-customization. Change anything from the number and names of your folders to every field in the customer record. Customize pipelines and dashboards and create custom fields and workflows. All in all, the CRM adapts to fit your business processes instead of forcing you to adapt to it.

• Lead generation from multiple sources. Capture leads from various channels, including email, LinkedIn, Facebook Messenger, website forms, online chats, and more. Plus, NetHunt offers multiple native integration with all those channels, including native Instagram CRM integration, which means you don’t need third-party connectors like Zapier and the whole integration process takes a few clicks.
• Omnichannel engagement. NetHunt CRM supports omnichannel communication, allowing you to engage with prospects and customers across multiple platforms, including email, phone, social media, and messengers.

• Powerful sales automation module. Automate repetitive tasks such as lead assignment, deal status changes, follow-up reminders, and email sequencing to free up your team’s time for higher-value activities.

Well, it’s on you to decide whether NetHunt CRM will become your next favorite CRM Instagram tool ✨ Anyway, we encourage you to explore it during the 14-day free trial.

Getting started with NetHunt Instagram CRM: A short and easy guide

Connecting your Instagram account to NetHunt CRM takes a few steps..

🔔 But first, ensure you have:

• A Facebook account.
• A Business Page linked to your Facebook account (keep calm! Here is a guide on how to connect a Business Page if you don’t have one)
• A Professional Instagram account.

Step 1: Start in NetHunt Settings

Log in to NetHunt CRM, go to Settings > Chats, click Connect chat, and select Instagram.

Step 2: Link Instagram to Facebook

In Facebook Settings, go to Linked Accounts and select Instagram.

Switch your Instagram account to Professional via More > Settings > Switch to Professional Account, then connect it to Facebook.

Step 3: Connect Instagram to NetHunt

Go back to NetHunt Settings > Chats > Instagram, authorize Facebook, and select your Instagram Business account and its linked Facebook Business Page.

Step 4: Grant additional permissions

If messages or comments aren't appearing, you may need to grant additional permissions in the Meta Business Suite. Go to the To-do list section and enable permissions for the Instagram inbox folder.

Once completed, your Instagram integration is ready to go! You can manage Instagram chats, story reactions, and post comments directly within NetHunt CRM for Instagram, keeping all your customer interactions in one place.

Too confusing? Our support team is always here to help you with a quick demo session 😉

Best practices for using NetHunt CRM for Instagram

• First and foremost - centralize your Instagram communication. For this to happen, you’ll have to integrate NetHunt CRM with Instagram. How? Check the section above 👆 Once you centralize Instagram Direct messages, post comments, and story reactions, you’ll be able to manage them within the one place - your NetHunt CRM.

• Create and link customer records for better nurturing. We advise you to create and link customer profiles to chats in NetHunt CRM each time they interact with you through comments or direct messages. Why is it so important to capture all communication? Because with time, you can build a complete view of the customer’s journey. Also, you can use the data to create personalized follow-ups for effective lead nurturing in the future.

• Utilize multi-user access and ensure everyone stays on the same page. NetHunt CRM helps you create unified team collaboration. This means that every team member can access the same customer records, communication histories, and tasks. Whether it's a quick handoff between sales and support or collaborating on complex deals, NetHunt CRM keeps your team aligned.
• Keep your chats neat and tidy with robust filtering. NetHunt CRM for Instagram DMs allows you to sort your conversations by criteria like replied, not replied, assigned to you, or unassigned.

‘Great, those tips are helpful! But what pitfalls should I watch out for? ⚠️💡’ you might wonder. Well, here are the most common ones to avoid:

• Neglecting setup requirements. Some users forget that they need to integrate their professional aka business Instagram account. Others forget to link their Instagram account to a Facebook Business Page. Yeap, unfortunately, it won’t work if you don’t link it. So, pay attention to these two things before integrating NetHunt CRM with Instagram.
• Ignoring additional permissions. According to Meta Business Suite requirements, you’ll have to grant all necessary permissions for the Instagram inbox folder. What happens if one fails to do so? The messages don’t appear in the Instagram CRM.
• Overlooking data management. Please make sure that you clean and organize your customer records regularly. Don’t overload your Instagram CRM with unnecessary entries and duplicates. You want your system to run smoothly, right?
• Forgetting to close completed conversations. Avoid chaos at all costs 🙂 Close conversations in NetHunt CRM once you resolve customer issues. Such a simple action helps you prevent clutter and get a clear view of your ongoing tasks.

Best CRM for Instagram, compared

Insightful. Powerful. User-friendly. These are the top things that users are looking for in any CRM. Look no further! Here is a list of the best CRMs to choose from.

Benefits of investing into Instagram CRM

A CRM with Instagram integration is particularly valuable for companies that heavily rely on Instagram marketing, especially B2C businesses. However, with Instagram as the world’s second most popular social media platform, any company can tap into its lead potential.

And an Instagram CRM can help you hit the ground running:

• Centralized customer data and communication. All your Instagram interactions with customers, including messages, comments, and mentions, go straight to the CRM. In case of NetHunt CRM, you can link chats to customer records and have all the context of your relations in a single place.
• Automatic customer record creation. You can automatically create and update customer records with a CRM for Instagram. Once a new contact engages with your brand on Instagram, the system generates and populates a customer record with relevant details.
• No lost sales opportunities. A CRM tool with Instagram integration captures every relevant request, comment, or message from Instagram. Since the system efficiently tracks every interaction, your sales team can follow up promptly and focus on the hottest Instagram leads.
• Quick response rate. Forget about angry customers. With such a tool, you can reply to messages from within customer records. Yeap, no need to waste time on switching tabs.
• All customer data in one place. Instagram DM CRM includes interaction history, preferences, and previous engagements. Imagine a customer contacts you again through Instagram. In this case, a sales or a customer support team can access the entire customer history and deliver personalized and informed responses based on prior interactions.

The Bottom Line

When looking to optimize your business operations, make sure to choose the best CRM for Instagram that aligns with your specific needs. However, remember that regardless of what you want your CRM to look like, it should include basic functionality like an ability to respond to messages within the CRM, automatically create customer records from chats, and collaborate with your team on Instagram leads in real time.

Well, integrating Instagram with a CRM like NetHunt CRM offers many opportunities for growth, don’t you think?

Why wait? Implement NetHunt CRM into your sales engagement strategy now.

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