Integrate Instagram with Agile CRM

Appy Pie Connect allows you to automate multiple workflows between Instagram and Agile CRM

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About Instagram

Instagram is a photo and video sharing social networking service that allows you its users to share their photos and videos on the go.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Want to explore Instagram + Agile CRM quick connects for faster integration? Here’s our list of the best Instagram + Agile CRM quick connects.

Explore quick connects

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Connect Instagram + Agile CRM in easier way

It's easy to connect Instagram + Agile CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Media Posted

    Triggers every time a photo or video is posted to your account.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Instagram & Agile CRM Integrations Work

  1. Step 1: Choose Instagram as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Agile CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Instagram to Agile CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Instagram and Agile CRM

Instagram is a mobile application which allows you to share your images, create stories and send direct messages. Instagram has more than 1 billion users worldwide and is one of the most popular social media platforms used by people. Agile CRM is a CRM (customer relationship management. top that is used by the companies around the world for customer engagement and management. It provides real-time information about the customers to the sales teams so that they can respond in timely manner and address the queries of their customers. This way it helps grow the customer base of a company.

Today many companies are using Instagram as a marketing top to spread the word about their products and engage with their customers. There are several features in Instagram that make it a perfect fit for businesses. Some of these features include:

You can create a profile and customize it according to your needs.

You can upload photos, videos or both.

You can create beautiful designs on your photos by using special features like filters, stickers, frames etc.

You can use hashtags to reach out to wider audience.

You can post the videos of up to 60 seconds duration.

You can post stories on Instagram which can be up to 15 seconds long.

Late last year Instagram launched its version for Businesses which transforms your personal profile into a business profile and allows you to include all the features available for business profiles. You can add your contact information in this profile and start receiving messages from the customers. You can also add payment and shipping information if you wish to take payments online through Instagram. You can also add “Contact Us” page where users can send their complaints or comments. You can also use the feature of “Snapchat-Like Geofilters” where you can create personalized geofilters with custom text, images or even your brand logo. The geofilter will be active for 24 hours and will be visible only within a specific location. For example, if you are taking an event at a mall then you can set the geofilter accordingly so that only those people who enter the mall will see the filter. You can also use Instagram stories to showcase the products of your business in a creative manner and show them how they can use those products for themselves. Lastly, you can use Instagram ads to promote your business in a better way than your competitors. You can set up campaigns for specific target audience based on their demographics and interests and use different forms of marketing like video, ad, carousel for promoting your business. All these features make Instagram a great platform for businesses to launch new products and engage with their customers. Similarly, Agile CRM is also widely being used by companies across the globe due to its reliable features and customizable interface. Some of these features are:

It provides real time information about customers and prospects so that sales teams know what their prospects are doing and what they want to buy from you.

It provide real time information about opportunities, leads and quotes so that sales team can act on those opportunities quickly and convert them into deals.

Every team member has access to customer information at his finger tips and hence no data is lost anywhere which helps reduce costs of data entry and hence increase productivity of sales team.

It provides various reports and dashboards like sales pipeline report, sales activities, forecasts report etc for sales managers and executives so that they can make business decisions quickly and effectively.

It supports various payment methods like PayPal, Stripe, 2CheckOut, AuthorizeNet etc so that you can choose any payment method depending on your requirements.

It allows you to keep track of what works best – email marketing or social media – so that you don’t waste your time trying to sell something through wrong platform only because it looks better than other platforms. Agile CRM is easy to install and configure so that anyone can use it without having technical knowledge about it. There are many modules available in Agile CRM which expand the functionalities of it but are easy to install and configure as well so that businesses don’t have to spend lots of money on hiring expensive programmers or developers. These modules include additional integrations like Stripe, PayPal etc., email marketing module, lead scoring module etc. It also allows you to customize its interface according to your company’s branding standards so that it blends seamlessly with rest of your company’s web presence. Lastly, Agile CRM is highly scalable spution as it supports both cloud and on-premise deployments and hence businesses can choose either option depending upon their budget and capacity constraints. Integration of Instagram and Agile CRM would help businesses to improve their productivity by sharing customer data between two platforms easily without any data loss. Sales teams will be able to respond faster to the enquiries received from customers as they would have access to complete picture about them in Agile CRM while their attention would be drawn towards Instagram by the presence of customized filters and geofilters created there. Moreover, integration of these two platforms would provide marketing team with additional tops like targeted ads in Instagram which could be used alongside Facebook ads or Google AdWords for promoting business in the right direction. So overall integration of Instagram and Agile CRM would provide businesses with improved marketing results due to effective targeting of customers using both tops together.

The process to integrate HubSpot CRM and WHMCS may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm