Integrar Instagram con Nutshell
Nutshell is a powerful Sales, Marketing and Engagement platform that streamlines your sales process, automates your marketing efforts and empowers your team to engage with more leads and customers. Instagram is one of the largest social media platforms with over 2 billion active monthly users, connecting businesses with potential clients and customers through visual content. This integration enables you to respond to and manage your company’s Instagram DMs inside your Nutshell Engagement inbox, plus create new contacts and leads from your Instagram messages.
Ventajas de la integración con Instagram CRM:
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- Generate sales opportunities from Instagram DMs: Add new contacts and leads to your CRM directly from the Instagram conversations in your Nutshell Engagement inbox.
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- Save time: Your new Instagram DMs and leads appear in Nutshell immediately, so you won’t need to go back and forth between Instagram and Nutshell to manage Instagram DMs from potential leads and customers.
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- Boost efficiency: Set up automatic lead creation, message assignment rules and chat notifications, ensuring every DM gets a timely response and no opportunity slips through the cracks. immediately, so you can start nurturing those leads and tracking your interactions with them right away.
Requisitos:
You must have an Instagram account for your company (currently free to set up), a Nutshell Sales subscription and a Nutshell Engagement Pro subscription.
Cómo empezar
This integration with your Instagram DMs is available through the Nutshell Engagement Pro plan, which costs $16 per user per month. The Engagement Pro plan also includes one-to-one SMS, Web chat, and integration with Facebook Messenger.
Feel free to contact our team with any questions.
Frequently asked question
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1. How does Nutshell automatically create leads from Instagram Direct Messages?
When someone messages your Instagram account, Nutshell captures their name and contact information to automatically create a new lead record. You can customize which fields populate from the DM and set rules for when leads are created. All Instagram conversations automatically sync to the lead timeline, so your team has complete message history and context for every interaction.
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2. Can multiple team members manage Instagram conversations simultaneously, and how are they assigned?
Yes. You can assign Instagram conversations to specific team members or use round-robin distribution to spread messages evenly across your team. Admins set up assignment rules, or team members can self-assign conversations. All team members with Engagement licenses can view, respond to, and collaborate on Instagram messages from a unified inbox without conflicts.
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3. Is my Instagram conversation history secure and stored in Nutshell?
Absolutely. Nutshell uses bank-grade encryption and Amazon Web Services infrastructure to protect your data. All Instagram conversations are stored securely in your Nutshell account and synced to contact timelines. You can access complete message history anytime, and all data remains your own. Nutshell complies with data protection standards and never sells customer data.
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4. What Instagram account settings do I need to enable to connect with Nutshell?
You need a Facebook Business Account linked to a Professional Instagram Account. In Instagram settings, enable “Connected tools” under Privacy > Messages. Then authorize your Facebook account in Nutshell settings to grant access. Our support team can walk you through setup—most customers are connected within minutes.
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5. Will my Instagram followers know I’m using a CRM to manage messages?
No. Your followers see your replies as coming directly from you—there’s no indication that you’re using Nutshell behind the scenes. Messages appear normal, and your response time depends on your team’s availability. You maintain complete control over your brand voice and customer experience while gaining CRM organization and team collaboration benefits.
