You can trigger the creation of records when a user leaves a comment on your Instagram page.
With automation rules, you can automatically create contact, lead, and case records in the CRM.
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:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Marketing.
- Look for Campaigns.
- Select Social. You will be directed to the Social module.
- Click Manage Accounts on the bottom left corner of the screen. You will be directed to the Social Settings window.
- Click Instagram under automation on the left-hand side.
- Click on +Add Rule.
- Enter or select the following information:
- Name - Provide a title for the rule.
- Select trigger - Choose when the record must be created (on receiving a comment).
- Contains Keywords - Enter the keywords that must be present in the comment.
- Choose action - Choose which record to create.
- Click Save.
With this, you have successfully set Automation settings to your Instagram account.