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Instagram Integration with Social Module article

An overview of Instagram On Vtiger CRM Social module
S
Shreya Kulkarni
18 May, 2022 - Updated 3 days ago
Table of Contents

Introduction

You can integrate your Instagram account with Vtiger CRM with the Social module.

The Social module is the social media management module built within the CRM. You can integrate and manage your social media platforms such as Facebook, Google, Instagram, and Twitter simultaneously from the Social module. 

The Social module gives you a dashboard from where you can post, comment, reply, etc., just as you would from a social media platform. 

Vtiger Social for Instagram

Integrate your official Instagram account with Vtiger CRM and manage various activities such as the following directly from the Social module screen in the CRM:

  1. Post
  2. Comment on a Post
  3. Reply on a comment
  4. Create a comment stream
  5. Schedule a Post
  6. Delete a Comment or Reply
  7. Select and add Contacts, Leads, Deals, and Cases to your Posts.
  8. Look up information using the Search Stream using specific hashtags and keywords.

Vtiger Social helps you monitor and control your Instagram page and significantly contributes towards enhancing businesses and product marketing. 

 

Note:

While the Social module is accessible to all users only Admin users can configure the Social module settings. 

 

In this article, you will learn how to:

  • Compose posts
  • Comment and reply to posts on your Instagram page.
  • Schedule and reschedule posts on your Instagram page.
  • Create a comment stream. 
  • Search the Instagram Stream with specific hashtags.
  • Search the Instagram Stream simultaneously on two platforms such as Instagram and Twitter.
  • Add new contacts, leads, deals, and cases from your CRM Instagram page

Feature Availability and Limits

 

Marketing Starter

Marketing Professional

All-in-One  Pilot

All-in-One Professional

All-in-One Enterprise

Feature Availability

Vtiger Social

Feature Limits (Max. number of accounts)

 

3

5

1

5

15

Prerequisites For Using Instagram on Social

Let us learn the prerequisites to set up and use an Instagram account from the Social module.

For you to integrate your Instagram account with Vtiger CRM, you need to:

  • Have a professional:
    • Instagram account
    • Facebook account
    • Facebook Page
  • Link your Facebook Page to your Instagram account on Facebook (mandatory).

Switching to professional Instagram account

Vtiger CRM Social module’s Instagram page lets you add only your professional Instagram accounts. If you have a personal account, learn how to switch to a professional account.

Follow these steps to switch to your professional Instagram account:

  1. Log in to your Instagram account.
  2. Click your Profile icon.
  3. Click Edit Profile.
  4. Click Switch to Professional account on the left-hand side of the screen. You will be directed to your professional account set up.
  5. Once you have switched to your professional account login to Vtiger CRM > Social module > Instagram.
  6. Add your professional Instagram account.
You have now successfully switched to your professional Instagram account.

How to link to your Instagram account to your Facebook account on the Facebook page

Follow these steps to link your Instagram account to your Facebook account on the Facebook page:

  1. Login to your Facebook account.
  2. Click Pages on the left-hand side of the screen.
  3. Select your Facebook Page.
  4. Click Settings on the left-hand side.
  5. Click Instagram.
  6. Click the Connect Account button.
  7. Click Continue. You will be directed to the Instagram login screen. 
  8. Enter your Instagram account login details and click Log In
    1. You will be directed back to the Facebook screen - ‘Connected Instagram account’.

With this, you have linked your Facebook Page to your Instagram account.

Linking your  Facebook account to your Instagram account

Linking your Facebook account to your Instagram account on Instagram is mandatory.

Follow these steps to link your Facebook account to your Instagram account on Instagram:

  1. Log in to your Instagram account.
  2. Click your profile icon.
  3. Click Settings.
  4. Click the Accounts Center on the left-hand side of the screen.
  5. Click Add accounts.
  6. You will be directed to the Facebook login screen. Enter your Facebook account login details and click Log In.
  7. Click Continue.
  8. Click Add.

With this, you have now linked your Facebook account to your Instagram account.

Setting up your Instagram account in the Social module

Let us learn how to set up your Instagram account on the Vtiger CRM Social module.

To log in to your Instagram account on Vtiger CRM Social module your Instagram account should be connected to your Facebook Page.

Follow these steps to log in to your Instagram account on Vtiger Social:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Look for Campaigns.
  5. Select Social. You will be directed to the Social module.
  6. Select Instagram.
  7. You will be directed to the Facebook login screen. Enter your Facebook login details and click Log In.
  8. You will be directed to the ‘All Instagram Business accounts’ screen where all your Instagram business accounts will be displayed. Select your Instagram account.
  9. Click Next.
  10. You will be directed to the ‘All Pages’ screen where all your Facebook business Pages will be displayed. Select your Facebook Page.
  11. Click Next.
  12. You will be directed to the ‘What is Vtiger allowed to do?’ screen where you can configure all the settings for your Instagram account on the Social module.
  13. Click Done.
  14. You will be directed to the screen displaying the success message - ‘You’ve now linked Vtiger to Facebook’.
  15. Click Ok.
  16. You will be directed to the Social module displaying the Instagram account you added.

With this, you have successfully logged in to your Instagram account on the Vtiger CRM Social module.

You’re now ready to use Instagram from Vtiger CRM. 

Understanding the Instagram page on Social 

Your Vtiger Social Instagram page consists of two sections, namely:

  1. My Posts
  2. Scheduled

Let us understand each section in detail.

My Posts

My Posts section is where you can post and view your posts that will be available publicly on Instagram. In this section, you can:

  1. Compose a post.
  2. Comment on a post.
  3. Actions such as creating a Comment Stream, adding and selecting Contacts, Leads, Deals, and Cases, and Viewing the same from a Post.
  4. Reply to a comment.
  5. Delete a comment.
  6. Actions such as viewing, adding, and selecting Contacts, Leads, Deals, and Cases from a comment. 

Let us look into each of these functionalities.

Composing a Post

Let's you compose and publish a post.

Follow these steps to compose a post:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Look for Campaigns.
  5. Select Social. You will be directed to the Social module.
  6. On the left-hand side, click Instagram under Posts.
  7. Click the Compose Post icon. 
  8. You will be directed to the New Post window.

  1. Enter the following information:
  1. Post to - Select your Instagram account.
  2. Message - Enter the content you want to Post.
  3. Upload media - Upload media files if any (image, audio, video). You can drag and drop your files from your system here or click Browse to upload files from your system.

Note: Instagram supports either one video or one photo and not both 

            together.

  1. You can preview your post on the right panel of the New Post window. 
  2. Click Post.

With this, you have successfully posted on Instagram and your posts will be displayed under My Posts on the Instagram page of the Social module.

Commenting on a Post

The reply comment option allows you to respond or add your comments to a post.

Follow these steps to comment on a post:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Look for Campaigns.
  5. Select Social. You will be directed to the Social module.
  6. On the left-hand side, click Instagram under Posts.
  7. Choose the post you want to comment on.
  8. Click the Comment icon at the bottom of the post. 

  1. You will be directed to the comment box as shown above. Type your comment in the comment box.
  2. Click Post.

With this, you have successfully commented on a post on Instagram.

Your comment on the post will be displayed under My Posts > Commented Post

 

 

To view your comment click View all 1 comments as shown above. Reclicking the same will hide the comments.

Note: You will not be able to Like a post on your Instagram page from the Social module.

Actions (For a Post)

Actions (three dots) for an Instagram post allow you to select and add a contact, lead, deal, or case record to a Post.

Using Actions, you can:

  1. Create a Comment Stream
  2. Add a Contact
  3. Select a Contact
  4. Add a Lead
  5. Select a Lead
  6. Add a Deal
  7. Add a Case
  8. View Contacts, Leads, Deals, and Cases already added

Creating a Comment Stream

Creating a Comment Stream allows you to view a specific Post and the comments and replies to it individually on a separate section called Comments. If you comment stream a Post it will be streamed on the Comments window.

Follow these steps to create a comment stream: 

  1. Choose your desired Post to create a comment stream.

 
  1. Click Actions.
  2. Click + Create comment stream.

  1. The specific post will immediately be displayed in the Comments window created as shown above.

Note:

  1. Separate Comments windows are created every time you create a comment stream for a post. 
  2. Under Comments, all the functionalities for a comment streamed post remain the same as the functionalities for a post under My Posts.

Replying to a Comment

The Reply option under every comment allows you to reply to a specific comment.

Follow these steps to reply to a comment:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Look for Campaigns.
  5. Select Social. You will be directed to the Social module.
  6. On the left-hand side, under Posts, click Instagram.
  7. In the My Posts window, choose the comment you want to reply to.
  8. Click the Reply icon at the bottom of the comment. 

  1. You will be directed to the reply box. Type your reply.
  2. Click Post.

With this, you have successfully replied to a comment on Instagram.

Your reply to the comment will be displayed right below the comment for that post.  

Also visible is the reply count, Replies. To view who has replied to your post or comment, click Replies. Reclicking the same will hide the replies.

 on Replies click ‘Replies’ as shown below. 

Actions (For a Comment)

Actions (three dots) for a Comment or Reply to an Instagram post allow you to select and add a contact, lead, deal, or case from an Instagram post. 

Using Actions, you can:

  1. Add a Contact
  2. Select a Contact
  3. Add a Lead
  4. Select a Lead
  5. Add a Deal
  6. Add a Case
  7. View Contacts, Leads, Deals, and Cases already added
  8. Delete a Comment or Reply
  9. Reply

Adding a Contact

Lets you add new contacts who commented or replied to your Posts.

Follow these steps to add a contact: 

  1. Click Actions.
  2. Click Add Contacts.
  3. Click New Contact. You will be directed to the Add Contact window.
 

 
  1. In the Add Contact Window:
  1. The user’s name by default is taken as the Last Name for the contact record.
  2. The user’s comment or reply is by default taken as the Description for the contact record.
  3. Enter the other new Contact’s details for the Contact record such as:
  • First Name
  • Last Name 
  • Email
  • Organization Name
  • Phone
  • Assigned To
  • Contact Type
  • Contact Image
  • Description

Note: The ‘Add Contact’ window fields are customizable and hence may vary.

  1. Click Save

With this, you have successfully added a new contact and created its contact record, which will be saved in the contacts module.

Selecting a Contact

If existing CRM users have posted on Instagram, you can link these posts to their contact records. 

Adding these links to a contact record saves customer interactions and helps in knowing more about them. 

Follow these steps to select and link a contact: 

  1. Click Actions.
  2. Click Select Contact. You will be directed to the Select Contact window.
  3. The user (Contact) who commented or replied is displayed if they are already available in the CRM as a contact. 
  4. Select the respective contact record.

With this, you have successfully linked an existing CRM contact record with Instagram.

Adding a Lead

Lets you add users who commented or replied to your posts as new Leads in the CRM.

Follow these steps to add a lead:  

  1. Click Actions.
  2. Click Add Lead. You will be directed to the Add Lead window.

 
  1. In the Add Lead Window:
  1. The Instagram handle of the user by default is added as the Last Name.
  2. Enter the other new Lead’s details for the Lead record such as user’s:
  • Lead Name
  • Organization Name
  • Location
  • Lead Type
  • Assigned To
  • Parent Lead
  • Lead Share
  • Contact Number
  • Email

      Note: The ‘Add Lead’ window fields are customizable and hence may vary.

  1. Click Save.

With this, you have successfully added a lead and created its lead record, which will be saved in the leads module.

Selecting (linking) a Lead 

If existing CRM users have posted on Instagram, you can link these posts to their contact records. 

Adding these links to a lead record saves customer interactions and helps in knowing more about them. 

Follow these steps to select and link a lead:

  1. Click Actions.
  2. Click Select Lead. You will be directed to the Select Lead window.
  3. The user (Lead) who commented or replied will be displayed if already available on your CRM contacts.
  4. Select the respective lead record. 

With this, you have successfully linked an existing CRM lead record with Instagram.

Adding a Deal

Lets you add new deals commented or replied to on your posts that you think are good enough business deals to pursue.

Follow these steps to add a deal:

  1. Click Actions.
  2. Click Add Deal. You will be directed to the Add Deal window.
 

 
  1. In the Add Deal Window:
  1. The user who commented or replied the deal is by default taken as the Deal Name for the deal record.
  2. The user’s comment or reply (deal) is by default taken as Executive Summary for the deal record.
  3. Enter the other new Deal’s details for the Deal record such as user’s:
  • Deal Name
  • Organization Name
  • Sales Stage
  • Contact Name
  • Pipeline
  • Revenue
  • Assigned To
  • Location
  • Estimate

      Note: The ‘Add Deal’ window fields are customizable and hence may vary.

  1. Click Save

With this, you have successfully added a deal and created its deal record, which will be saved in the deals module.

Adding a Case

You can create a case when a user complains about an issue or raises a question on your posts.

Follow these steps to add a case:

  1. Click Actions.
  2. Click Add Case. You will be directed to the Add Case window.
 

 
  1. In the Add Case Window:
  1. The user’s comment or reply (case) is by default taken as Summary and Case Title for the case record.
  2. Enter the other new Case’s details for the Case record such as:
  • Case Title
  • Status
  • Priority
  • Contact Name
  • Assigned To
  • Group
  • Channel
  • Email
  • SLA Name
  • Summary

      Note: The ‘Add Case’ window fields are customizable and hence may vary.

  1. Click Save
  2. Clicking Send Email you can email the case details.

With this, you have successfully added a case and created its case record which will be saved in the cases module.

Viewing Contacts, Leads, Deals, and Cases

     

 

Once you add or link (by using Select) contacts, leads, deals, and cases from a comment or reply to an Instagram post, you can view them by clicking Actions. From the Actions pop-up you can: 

  • View Contact - If you want to view the contact added.
  • View Lead - If you want to view the lead added.
  • View Deal - If you want to view the deal added.
  • View Case - If you want to view the case added.

With this, you will be directed to their respective records in the related modules.  

For a quicker search, enter the keyword as Instagram in the source field.

Deleting a Comment or Reply

Let's you delete a comment or reply to your posts or comments.

  1. Click Actions.
  2. Click the Delete icon.
  3. You will be directed to the ‘Are you sure you want to delete? ‘ popup.
  4. Click Ok

With this, you have successfully deleted a comment or reply.

Note:

The Reply symbol lets you reply to the comment whose functionality is just as the Reply option illustrated in the ‘Replying to a Comment’ section.

 


 

Scheduled

 The scheduled section is where you can compose your posts and post them at a later time.

Scheduling a Post

Let's you compose a post and post it at a later time.

Follow these steps to schedule a Post:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Look for Campaigns.
  5. Select Social. You will be directed to the Social module.
  6. On the left-hand side, under Posts, click Instagram.
  7. Click the Compose Post icon. 
  8. You will be directed to the New Post window.

Enter the following information:

  • Post to - Select your Instagram account.
  • Message - Enter the post content you want to post.
  • Upload media - Upload your images, audio, or video files to be posted. You can drop your files here or click Browse to upload files from your system.
  1. You can always view the preview of your post on the right-hand side of the New Post window.
  2. Click the Schedule Post.
  3. Click the Calendar icon.
  4. Select the required month and date.
  5. Click the time icon to set the required time slot. The delete icon helps you clear the selection.
  6. Once the date and time are set, click Schedule Post.

Your post scheduled for the specific date and time will be displayed under the scheduled section and Posted then.

With this, you have successfully scheduled a Post.

Rescheduling a Post

Rescheduling allows you to reschedule an already-scheduled post.

  1. Click the Actions (three dots) on the top right corner of the post.

  1. Click Reschedule. You will be directed to the Reschedule window

  1. Click the Calendar icon.
  2. Select the required month and date. 
  3. Click the time icon to set the required time slot. The delete icon helps you clear the selection.
  4. Once the date and time are set, click Save.

Your scheduled Post rescheduled for the specific date and time will be displayed under Scheduled and posted then.

With this, you have successfully rescheduled a post.

Deleting a Scheduled Post

Let’s you delete a scheduled post.

 

 
  1. Click Actions on the top right corner of the scheduled post.
  2. Click the Delete icon.
  3. You will be directed to the  ‘Are you sure you want to delete?' popup.
  4. Click Ok.

With this, you have successfully deleted a scheduled post.

Search Streams

Search stream allows you to look for Instagram posts with specific hashtags. Once you enter a hashtag and SearchStream, all Instagram posts with the specific hashtag will be displayed.

Follow the steps to do a Search Stream:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Look for Campaigns.
  5. Select Social. You will be directed to the Social module.
  6. Look for Search Stream on the left-hand side of the screen.
  7. Click + plus mark beside Search Streams as shown below.

  1. You will be directed to the Add Search Stream window.

  1. In the Name field, enter a name for your search stream.
  2. In the Select Accounts field, select your desired account. You will be directed to the Add Search Stream window as shown.
  3. Enter your desired hashtags to retrieve all the posts available on Instagram having the same as shown below.
  1. Click Add Stream.
  2. All the posts as per the set search stream conditions will be displayed.
  3. The performed Search Stream will also be saved under Search Streams with the same name.

Note:

Let’s you look for only 30 hashtags within a week's time and display the count and hashtags already looked for. The repeated hashtags are not considered.

Simultaneously Adding Channels

Under Search Streams, Vtiger offers a very beneficial Add Channel provision.

Add Channel allows you to simultaneously search stream on two social media platforms such as Twitter and Instagram, helping you avoid dual keyword input and save time.

Follow The below steps to Add Channel:

  1. Under Search Streams hover the mouse on the saved desired search stream.
  2. Click Add Channel. You will be directed to the Add Channel window.

 
  1. Select your Instagram account.
  2. Click Add Channel.
  3. All the Instagram and Twitter posts available with the same hashtag will be simultaneously displayed as shown below.

 

With this, you have successfully Added a Channel.

Managing your Account from Social Settings

You can manage your social accounts from the Social Settings window.

 

 

You can:

  1. Add, disconnect, or remove your account.
  2. Setup up automation for actions like creating leads.

Let’s look at each of them.

Adding an Account

Let’s you add an Instagram account.

 

Follow these steps to add an Instagram account to the Social module:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Look for Campaigns..
  5. Select Social. You will be directed to the Social module.
  6. Click Manage Accounts on the bottom left corner of the screen. You will be directed to the Social Settings window.

  1. Click +Add Account.
  2. Select Instagram.
  3. You will be directed to your Facebook login screen. Enter your login credentials.
  4. You will be directed to your Instagram account. Select your Instagram account.

With this, you have successfully added an Instagram account to the Social module.

Note:

  • You can add multiple Instagram accounts.
  • You can switch to different Instagram accounts on My Posts and Scheduled by clicking the dropdown next to the titles and selecting the Instagram account as shown below.
 

Disconnecting an Account

Disconnect helps you disable your Instagram account from the Social module. When you disconnect your account, only the sync stops between Instagram and CRM. Old posts and data will still be visible.

Follow these steps to disconnect an Instagram account from the Social module:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Look for Campaigns.
  5. Select Social. You will land on the Social module.
  6. Click Manage Accounts on the bottom left corner of the screen. You will be directed to the Social Settings window.
  7. Click the Actions icon on the account you want to disconnect.

 
  1. Click Disconnect.
  2. Click OK

With this, you have successfully disconnected an Instagram account from the Social module.

 Removing an Account

Removing deletes your Instagram account from the Social module. When you remove an account, it will no longer be visible in the Social module.

Follow these steps to remove an Instagram account from the Social module:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Look for Campaigns.
  5. Select Social. You will land on the Social module.
  6. Click Manage Accounts on the bottom left corner of the screen. You will be directed to the Social Settings window.

 
  1. Click the Actions icon on the account you want to remove.
  2. Click Remove.
  3. Click OK

With this, you have successfully removed an Instagram account from the Social module.

Note:

Deleting a post from Instagram will not be reflected on the Vtiger CRM Social Instagram page.

Automation 

With automation rules, you can automatically create contact, lead, and case records in the CRM. You can trigger the creation of records when a user leaves a comment on your Instagram page.

How?

For instance, if you receive a comment that says, “How do I buy this product?”, you can assume this to be a lead for your business and create a lead record for the user.

Additionally, you can specify tags or keywords that must be present in the comment or reply. For instance, the tag is “want to subscribe”, and a user posts a comment that matches the tag. You can assume them to be a lead and trigger the creation of a lead record. 

Follow these steps to add a rule: 

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Marketing.
  4. Look for Campaigns.
  5. Select Social. You will be directed to the Social module.
  6. Click Manage Accounts on the bottom left corner of the screen. You will be directed to the Social Settings window.
  7. Click Instagram under automation on the left-hand side.

  1. Click on +Add Rule.

 
  1. Enter the following information:
    1. Name - Provide a title for the rule.
    2. Select trigger - Choose when the record must be created (on receiving a comment).
    3. Contains Keywords - Enter the keywords that must be present in the comment. 
    4. Choose action - Choose which record to create. 
  2. Click Save.

With this, you have successfully set Automation settings to your Instagram account.

Social Inbox

The Social Inbox displays all your recent activities performed on social media platforms available on the Social module, such as your Facebook, Google, Instagram, and Twitter accounts.


 
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