Instagram

About Instagram integration

Connect Instagram to turn attention into enquiries - and enquiries into booked work.

Most businesses lose leads on Instagram for one reason: messages and ad leads aren’t treated like a pipeline. They sit in DMs, get buried, get replied to late, or never get followed up properly. This integration pulls Instagram activity into a structured workflow so every enquiry is captured, qualified, assigned, and progressed.

What you can do with Instagram connected

• Capture inbound enquiries automatically from:
  • Instagram DMs (new conversations + replies)
  • Click-to-message ads (DM-first campaigns)
  • Lead forms (if used via Meta)
• Centralise conversations so multiple team members can handle responses without chaos.
• Auto-qualify enquiries by requesting missing details instantly (location, dates, scope, photos).
• Route leads to the right person using rules (area, job type, urgency, capacity).
• Create follow-up tasks automatically (call back, quote chase, book site visit).
• Track outcomes: response times, lead source, conversion stages, win/loss reasons.
• Reduce admin by saving contact details, storing message history, and keeping everything logged.
  

Extra functionality you should enable (most people miss this)

• Auto-tagging based on keywords (e.g., “commercial”, “urgent”, “weekend”, “price”).
• Instant reply templates that match your tone and keep responses consistent.
• Message triage rules:
  • “Quote request” → request photos + address + start date
  • “Price check” → send a range + next step CTA
  • “Complaint / issue” → escalate + log internally
• Lead de-duplication: merge repeat messages into one contact record.