The Instagram integration provides seamless connection between your CRM and Instagram, allowing you to manage your Instagram business account, schedule and publish posts and stories, optimize hashtags, and track engagement. Whether you're building your visual brand presence, engaging with audiences, or tracking social media growth, the Instagram integration helps you maintain an active and engaging Instagram presence.
Introduction
What is the Instagram Integration?
The Instagram integration enables you to connect your Instagram business account to your CRM, allowing you to manage your Instagram presence, schedule and publish posts and stories, optimize hashtags, and track engagement and growth.
The integration is designed to centralize visual content management by bringing Instagram account management into the CRM, making it easy to maintain an active and engaging Instagram presence alongside other CRM activities. Whether you're scheduling visual content, optimizing hashtags, or tracking engagement, the integration provides all the tools needed to build and maintain a strong visual brand presence.
Why It's Essential for Visual Brand Presence
Effective Instagram management is crucial for visual brand presence. Without proper integration between the CRM and Instagram, marketing teams often struggle with managing visual content, difficulty optimizing hashtags for discoverability, and challenges tracking engagement and growth across visual content. The Instagram integration addresses these challenges by providing centralized management that brings all Instagram activities into the CRM.
The integration enables businesses to manage their Instagram business account directly from the CRM, making it easy to schedule posts and stories, publish visual content, and track engagement without leaving the CRM interface. By providing hashtag optimization tools, the integration helps teams improve content discoverability and reach, while growth analytics enable data-driven content strategy decisions.
Key Capabilities:
- Manage Instagram business account from the CRM
- Schedule posts and stories for optimal timing
- Publish visual content directly to Instagram
- Research and optimize hashtags for better discoverability
- Track engagement metrics including likes, comments, and followers
- Analyze follower growth and engagement trends
Key Benefits Overview
The Instagram integration delivers significant value through its comprehensive visual content management capabilities. Visual content management enables teams to handle all Instagram activities from within the CRM, eliminating the need to switch between platforms. Post and story scheduling allows teams to plan visual content in advance and publish at optimal times for maximum engagement.
The integration's hashtag optimization capabilities help teams research and select the best hashtags for their content, improving discoverability and reach. Engagement tracking provides visibility into how audiences interact with visual content, while growth analytics help teams understand what drives follower growth and engagement.
Primary Benefits:
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Comprehensive visual content management from the CRM
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Post and story scheduling for optimal timing
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Hashtag research and optimization tools
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Engagement Analytics: Track engagement and growth
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Content Calendar: Visual content planning
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Time Savings: Efficient Instagram management
Who Should Use This Integration?
The Instagram integration is essential for:
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Social Media Managers: Managing Instagram presence
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Marketing Teams: Coordinating visual content strategy
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Content Creators: Publishing visual content
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Business Owners: Building visual brand presence
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All Users: Anyone managing Instagram business accounts
Core Features
Instagram Account Integration
Account Connection:
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Connect Instagram business account to CRM
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Manage account from CRM
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Access account settings
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Account information sync
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Multi-account support
Account Management:
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View account information
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Manage account settings
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Access account insights
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Account performance tracking
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Account management
Post and Story Publishing
Publishing Features:
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Publish posts directly to Instagram
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Publish stories to Instagram
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Schedule posts for future
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Schedule stories for future
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Draft posts for review
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Post preview
Content Types:
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Image posts
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Video posts
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Carousel posts
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Story posts
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IGTV posts
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Reels posts
Hashtag Optimization
Hashtag Features:
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Hashtag research
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Hashtag suggestions
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Hashtag optimization
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Trending hashtags
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Hashtag analytics
Optimization Benefits:
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Better reach
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Increased engagement
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Hashtag strategy
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Performance improvement
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Growth optimization
Engagement Analytics
Analytics Metrics:
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Likes and comments
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Shares and saves
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Follower growth
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Reach and impressions
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Engagement rate
Analytics Features:
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Real-time metrics
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Performance analytics
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Engagement trends
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Audience insights
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Growth tracking
Getting Started
Setting Up Instagram Integration
Step 1: Enable CMS Module
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Ensure CMS module is enabled
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Instagram requires CMS module
Step 2: Connect Instagram Account
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Navigate to module settings
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Click "Connect Instagram"
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Authorize Instagram access
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Select business account
Step 3: Configure Settings
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Set default posting settings
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Configure engagement tracking
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Set up analytics
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Configure notifications
Step 4: Start Publishing
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Create posts in CMS
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Select Instagram platform
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Schedule or publish
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Track engagement
Understanding Instagram Integration
Integration Features:
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Account connection
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Post and story publishing
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Hashtag optimization
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Engagement tracking
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Performance analytics
Integration Benefits:
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Centralized management
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Efficient publishing
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Performance tracking
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Content planning
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Time savings
Core Functionality
Post Publishing Process
Publishing Workflow:
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Create post in CMS
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Select Instagram platform
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Upload image or video
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Add caption and hashtags
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Schedule or publish
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Post appears on Instagram
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Track engagement
Publishing Features:
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Direct publishing
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Scheduled publishing
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Draft posts
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Post preview
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Multi-platform publishing
Story Publishing
Story Workflow:
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Create story in CMS
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Upload image or video
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Add text or stickers
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Schedule or publish
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Story appears on Instagram
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Track views
Story Features:
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Story publishing
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Story scheduling
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Story preview
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Story analytics
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Story management
Hashtag Optimization
Optimization Process:
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Research hashtags
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Get hashtag suggestions
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Analyze hashtag performance
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Optimize hashtag strategy
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Improve reach
Optimization Features:
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Hashtag research
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Trending hashtags
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Hashtag suggestions
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Performance analysis
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Strategy optimization
Best Practices
Publishing Best Practices
Visual Content:
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Use high-quality images
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Maintain consistent style
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Use engaging visuals
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Optimize for Instagram
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Maintain brand identity
Post Timing:
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Schedule posts for optimal times
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Consider audience timezone
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Post consistently
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Use scheduling features
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Monitor engagement times
Hashtag Best Practices
Hashtag Strategy:
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Research relevant hashtags
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Use mix of popular and niche
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Include brand hashtags
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Optimize hashtag count
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Monitor hashtag performance
Hashtag Tips:
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Use 5-10 hashtags per post
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Mix popular and niche hashtags
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Include location hashtags
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Use trending hashtags
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Track hashtag performance
Engagement Best Practices
Engage with Audience:
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Respond to comments
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Monitor engagement
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Track performance
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Adjust strategy
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Build community
Performance Analysis:
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Review analytics regularly
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Identify top-performing posts
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Analyze engagement patterns
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Optimize content strategy
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Improve performance
Integration with Other Modules
CMS Module Integration
The Instagram integration works seamlessly with the CMS Module:
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Content Creation: Create posts in CMS
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Publishing: Publish to Instagram
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Scheduling: Schedule Instagram posts and stories
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Content Calendar: Manage Instagram content calendar
AI Integration
Connect with AI Integration:
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AI Content Generation: Generate Instagram captions with AI
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Hashtag Suggestions: Get AI-powered hashtag suggestions
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Content Optimization: Optimize posts for Instagram
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AI-Powered Publishing: Automated content workflows
All Modules Integration
The Instagram integration integrates with the CMS module to provide comprehensive social media management across all content creation workflows.
Use Cases
Use Case 1: Visual Content Scheduling
Scenario: Scheduling Instagram posts
Steps:
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Create post in CMS
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Upload image or video
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Write caption and hashtags
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Select Instagram platform
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Schedule publish time
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Post publishes automatically
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Track engagement
Benefits:
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Consistent posting
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Time savings
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Optimal timing
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Engagement tracking
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Content management
Use Case 2: Hashtag Optimization
Scenario: Optimizing hashtags for better reach
Steps:
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Research hashtags for post
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Get hashtag suggestions
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Analyze hashtag performance
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Select optimal hashtags
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Add to post
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Monitor performance
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Adjust strategy
Benefits:
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Better reach
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Increased engagement
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Hashtag strategy
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Performance improvement
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Growth optimization
Conclusion
The Instagram integration provides seamless visual content management, allowing you to manage your Instagram presence, schedule and publish posts and stories, optimize hashtags, and track engagement and growth directly from your CRM. By leveraging the integration's features, you can maintain an active and engaging Instagram presence efficiently.
Key Takeaways:
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Account Management: Manage Instagram business account from CRM
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Post and Story Publishing: Schedule and publish visual content
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Hashtag Optimization: Research and optimize hashtags
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Engagement Analytics: Track engagement and growth
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Content Calendar: Visual content planning
Next Steps:
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Connect your Instagram business account
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Create your first post
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Schedule posts and stories
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Optimize hashtags
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Track engagement
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Analyze performance
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Optimize strategy
Frequently Asked Questions
What is the Instagram integration?
The Instagram integration enables you to connect your Instagram business account to your CRM, allowing you to manage your Instagram presence, schedule and publish posts and stories, and track engagement.
How do I connect my Instagram account?
Navigate to module settings, click "Connect Instagram", authorize access, and select your business account to connect.
Does the integration require the CMS module?
Yes, the Instagram integration requires the CMS module to be enabled.
Can I schedule posts and stories?
Yes! You can schedule both posts and stories for future publishing, allowing you to plan your content calendar and post at optimal times.
How do I optimize hashtags?
Use the hashtag research and suggestion features to find relevant hashtags, analyze performance, and optimize your hashtag strategy for better reach and engagement.
How do I track engagement?
The integration automatically tracks engagement metrics including likes, comments, shares, saves, follower growth, reach, and impressions, which you can view in the CRM.
Can I publish different types of content?
Yes! You can publish image posts, video posts, carousel posts, story posts, IGTV posts, and Reels posts to Instagram.
How do I analyze performance?
View Instagram analytics in the CRM to see engagement metrics, performance trends, top-performing posts, audience insights, and growth tracking.
Can I manage multiple Instagram accounts?
Yes! You can connect and manage multiple Instagram business accounts from your CRM.
How do I disconnect Instagram?
Navigate to module settings and disconnect the Instagram integration. Existing published posts remain on Instagram.
Does the integration support Instagram Stories?
Yes! The integration supports publishing to Instagram Stories, allowing you to schedule and publish stories directly from the CRM.