Instagram CRM for sales conversations
Threezero brings Instagram Direct messages into the same AI sales inbox as WhatsApp and Facebook Messenger. DMs become leads with stages, notes, assignment, and human handoff — on Meta’s official messaging APIs, not unofficial scrapers.
What is an Instagram CRM?
An Instagram CRM treats Instagram Direct messages as sales conversations tied to contacts and pipeline stages — not only as a timeline in the native Instagram app. Threezero provides that CRM layer for Instagram Business messaging alongside WhatsApp and Messenger.
From Instagram DM to lead
When a customer messages your connected Instagram Business account, Threezero opens or updates a conversation, creates or updates a lead with channel set to Instagram, and stores the thread. Teams can then update stages, assign an owner, run AI, or take over as a human.
Shared inbox with WhatsApp and Messenger
One workspace can connect Instagram, WhatsApp Cloud API, and Facebook Messenger. Agents see channel context and can filter the inbox by channel.
AI replies and human handoff
AI can answer routine Instagram questions using your bot configuration. Staff can pause AI, reply from the shared inbox, and receive handoff alerts. Takeover pauses automation for that conversation.
How Instagram connects
Setup uses Meta app products for Instagram messaging, page tokens, and the same webhook endpoint as other channels. Instagram Business or Creator accounts linked through Meta are required — personal accounts are not supported by Meta’s messaging API.
What Threezero handles on Instagram
Threezero handles Instagram Direct message conversations in the multi-channel inbox: lead creation, stages, notes, assignment, AI replies, and human takeover. Product catalog, orders, and appointments live in the same bot workspace when those modules are enabled. Focus is DM conversations, not full automation of comments or Stories.
Frequently asked questions
What is an Instagram CRM?
A system that manages Instagram Direct messages with lead records, stages, assignment, and team inbox tools — so DMs are part of a sales process, not only a personal app inbox.
Can Instagram DMs become leads in Threezero?
Yes. Incoming Instagram Business messages create or update leads with channel set to Instagram, including thread history and pipeline stages.
Can teams manage Instagram conversations in one inbox?
Yes. Instagram sits in the same shared workspace as WhatsApp and Messenger, with channel filters, notes, and assignment.
Can AI reply to Instagram conversations?
Yes. AI can reply using your bot configuration until a teammate takes over and pauses AI for that chat.
Can a human take over an AI conversation?
Yes. Staff take over from the shared inbox; takeover pauses AI so a human continues the thread.