Table of Contents
What This Feature Does #
The Instagram module lets you manage your Instagram Business account directly from Application: view and respond to posts, manage direct messages, publish content, review insights, and set up automation rules.
Instagram posts are listed, created, edited and deleted in the same place as your Facebook posts and Pinterest pins: Social Media → Posts and the Publishing Wizard. One post can go to several platforms at once.
When to Use #
- Use when your audience actively engages through Instagram.
- Use when your team needs posting, comment handling, and direct-message replies inside the same CRM workspace.
- Do not use this until Meta connection and Instagram permissions are active.
Prerequisites #
- CompanyAdmin or TenantUser role.
- Meta Platform connected (see Section 8).
- Instagram Business Account linked to your Meta Business Account.
instagram_basicMeta permission granted.- Enterprise plan.
Permission & Access Control #
| Action | CompanyAdmin | TenantUser |
|---|---|---|
| View dashboard and posts | ✅ | ✅ if access is granted |
| View statistics on the overview | ✅ if your plan includes Instagram | ✅ if access is granted and your plan includes Instagram |
| Publish content | ✅ | ✅ with CanManageInstagramPosts |
| Edit, retry or delete posts | ✅ | ✅ with CanManageInstagramPosts |
| Use direct messages | ✅ | ✅ with CanUseInstagramMessaging |
| Manage Meta connection | ✅ | ❌ |
Common Use Cases #
- Publish campaign-supporting posts from the shared media library.
- Reply to direct messages tied to active leads.
- Review engagement performance before repeating a campaign theme.
- Coordinate Instagram activity with email or WhatsApp follow-up.
