Integrating Salesforce Integrate with Instagram – A Complete Guide

February 13, 2025 Deepak Elves

The goal of Salesforce Instagram Salesforce integration is to enable Salesforce users a seamless, value-for-money marketing flows on Instagram. Instagram is a very effective tool for brands to enhance brand visibility while acquiring new leads and prospects.

However, businesses may find it challenging to manually monitor customer activity on the Salesforce platform due to the abundance of social media channels. An enterprise-grade Salesforce Messaging App, which provides seamless integration of the CRM with social media channels, which provides a comprehensive view of customer data on a single platform, comes in handy for businesses.

What is Salesforce integration for Instagram?

To make social CRM management easier, you must connect your company’s Instagram account to the Salesforce platform via an Instagram Salesforce integration. Salesforce integration services are provided by numerous Salesforce integration partners in order to make the following capabilities available:

Salesforce contacts are automatically filtered, mapped, and exported to Instagram.
Assigning Instagram contact managers to Salesforce account owners
Instagram and Salesforce data synchronization that happens automatically

Why integrate Instagram with Salesforce?

72% of Instagram users base their purchases on what they see on the platform. This implies that you can use your Salesforce CRM account to retain a sizable consumer base that you can find on Instagram.

Salesforce’s Social Studio on Marketing Cloud has limited functionality, while allowing you to link your Instagram account to it. It does not provide resources for organizations to integrate automatic messaging for social media; you can only schedule, monitor, and track the performance of postings.

You can improve the work efficacy of your sales teams and enhance the customer experience by leveraging an enterprise-grade Salesforce social media integration tool. Different solutions are the focus of Salesforce integration tools. Here are a few instances:

What you’ll need to link Salesforce and Instagram

Make sure you fulfill the following requirements before you can begin to take advantage of the Salesforce Instagram integration:

Get an Instagram Business account.
Have your Facebook page linked to the Instagram Business account.
Get a Salesforce account with API access
Get administrative access to the above accounts.
Have authorization to access messages.

Integrate your Instagram account with your Salesforce CRM strategy using GirikSMS.

GirikSMS’s social CRM solutions allow for the integration of Instagram as well as many other popular social platforms such as WhatsApp and Facebook. This implies that your customers can communicate with your business via the channels they prefer, resulting in improved customer service, deeper marketing insights, and better-quality leads.

Aside from that, GirikSMS provides a number of tools that can improve your social CRM effectiveness in all areas of business operations which includes sales, marketing, and customer support:

Integrated Salesforce solutions for contact, lead, and opportunity management.
HubSpot CRM integration, including WhatsApp and SMS messaging in workflows.
Integrated payment links enabling customers to purchase from chat conversations and include on-demand refunds.
Send marketing communications via popular messaging platforms like WhatsApp.
Utilize chatbots and automation to boost productivity and reduce costs.
Integrate Facebook Lead Ads for optimal contact and lead segmentation.
Integrate a Live Chat widget on your website or app.

GirikSMS provides everything you need to sell faster and smarter on social media.

3 Key Advantages of Salesforce Instagram Integration

Connecting your Instagram business account with Salesforce offers various benefits that can help enhance sales and marketing activities.

View Leads from Instagram Leads in Salesforce

By integrating Instagram messaging and data from leads into Salesforce, sales representatives can handle all Instagram leads directly from their Salesforce console. This organizes and unifies lead data, making sales prospecting more automated.

Automate Lead Generation from Instagram.

Integrating Instagram with Salesforce enables you to automatically create new Leads or Contacts in Salesforce whenever someone messages you on your Instagram account. This saves time spent on manual data entry and improves lead information efficiency.

Leverage Instagram Insights to Personalize Outreach

Salesforce users can analyze a lead’s Instagram profile, previous communications, and preferences to tailor their marketing outreach and establish a connect. Reps have a 360-degree view of leads and prospects, which improves the efficacy of an automated outreach campaign.

How to Connect Instagram and Salesforce

To integrate Instagram with Salesforce, follow a few simple steps. GirikSMS’s Zero code Salesforce integration solutions are appropriate for all business types and sizes, even if you lack developers.

Follow these steps to connect your Instagram account with Salesforce:

Download the GirikSMS app from AppExchange.

GirikSMS’s AI automation technology makes Instagram Salesforce integration easy. To get started, install GirikSMS on your system.

Connect Your Instagram Account with Your Salesforce Account

This authorizes the GirikSMS to access data from both Instagram and Salesforce in order to sync information across them.

To connect to your Instagram account:

Navigate to ‘Channels’.
Select ‘Add’ next to the Instagram icon.
Verify your Instagram Business Account.
Select your Facebook Business Page After logging in to Facebook.

To link your Salesforce account:

Click on ‘Channels’
Select ‘Add’ next to the Salesforce icon.
Click on ‘Connect to Salesforce’.
Map Salesforce properties to GirikSMS and sync.
Map Salesforce accounts to GirikSMS.
Filter and import contacts in your Salesforce account.
Complete the contact sync.

In the long term, a simple GirikSMS setup can save you countless hours of manual labor.

Create an Automated Workflow

Instagram messages may be mapped to Salesforce lead information using GirikSMS’s zero-code AI workflow builder. To automate sales tasks, such as lead generation and data syncing between Instagram and Salesforce, set up triggers and actions.

Test the integration

To confirm that the integration generates a new lead in Salesforce, send a test message on Instagram. To make sure the automation is operating correctly, turn it on and keep an eye on the first data syncs.

Three Ways to Maximize the Benefits of Your Instagram-Salesforce Integration

Although it’s only the first step, integrating Instagram and Salesforce is a great method to coordinate your social media and sales activities. The following three tactics will help you get the most out of your Instagram Salesforce integration:

Use Instagram Messaging to Engage Leads

Create a campaign for Instagram Lead Generation that invites potential customers to message your company. Answer incoming messages as soon as possible, and send qualified leads to sales teams for follow-up. By interacting with leads on Instagram, you can establish a relationship and advance them through your sales funnel.

Add Instagram Data to Salesforce Lead Records

Add notes and context to each lead’s Salesforce record as you engage with them on Instagram. Your sales teams can better target their outreach by updating lead records with Instagram insights, which provides a more comprehensive view of each prospect. Keeping your CRM data up to date is ensured by connecting Instagram and Salesforce. To save time and effort, sales prospecting can also be automated.

Track Lead Conversion Rates on Instagram

To find out how many Instagram leads turn into customers, use Salesforce dashboards and reporting. You can determine what is effective and where to improve your Instagram approach by monitoring Instagram lead conversion rates. You can calculate the return on investment of your social selling initiatives by integrating Instagram with Salesforce.

By putting these strategies into practice, you’ll increase the value of your Instagram Salesforce integration and turn more social media leads into sales. The secret is to interact with leads on Instagram, add social data to your CRM, and track results to make improvements over time.

Conclusion

For businesses to coordinate their social media and sales operations, Instagram and Salesforce integration is helpful. You can analyze the effect on your sales pipeline, automatically collect leads from Instagram, and add social insights to your CRM data by integrating Instagram with Salesforce. By leveraging this integration, you can make sure that an Instagram lead never gets lost.

Want to learn more about our 100% native Salesforce SMS app? Sign up for a free 30-day trial today.