CRM + Instagram Integration
Connect your Instagram Business account to Yaeris so DMs land in the same shared inbox as WhatsApp, Messenger, and every other channel -- instead of staying trapped in the Instagram app.
Why does Instagram need a CRM?
- Only one person can realistically be logged in and responding at a time, or staff share one login with no way to tell who replied to what.
- There's no tagging or categorization, so a DM about a refund looks identical to a DM about store hours until someone reads it.
- Conversation history disappears into an endless scroll, with no link to the same customer's WhatsApp or Messenger history.
- There's no way to attach canned replies, so agents retype the same answers to the same questions daily.
Instagram alone vs. Instagram + Yaeris CRM
| Instagram alone | Instagram + Yaeris CRM | |
|---|---|---|
| Multiple agents | Shared login, no ownership tracking | Any authorized agent works from the same shared inbox |
| Conversation history | Scroll manually in the Instagram app | Full history attached to the customer record |
| Tagging & routing | Not available | Route conversations to the right agent or team instantly |
| Canned replies | Retype every answer | Reuse pre-written replies across every channel |
| Cross-channel visibility | Isolated to Instagram only | Sits alongside WhatsApp, Messenger, and every other channel |
| Multi-brand support | One account, one team | Separate workspace per brand |
What can you do with Instagram inside the CRM?
Live shared inbox
Instagram DMs arrive in real time, alongside every other connected channel.
Full conversation history
See a customer's complete DM history without scrolling the Instagram app.
Tagging & assignment
Route an Instagram DM to the right agent instead of whoever opens the app first.
Canned replies & knowledge base
Answer shipping, pricing, and policy questions instantly.
One workspace per account
Multi-brand businesses running several Instagram accounts get a separate workspace each.
Local Malaysia data hosting
DM conversation data stays on infrastructure inside Malaysia.
Who uses the Instagram integration?
Turn DMs into real tickets
Every Instagram DM is tagged and tracked, instead of disappearing into a personal-feeling app.
Capture social-driven leads
A DM asking about a product gets routed to sales immediately, not left unread.
Run multiple Instagram accounts cleanly
Each brand's account and its DMs stay in its own workspace.
How do you set up Instagram?
Confirm a Business account
Instagram requires a Business account, not personal, to connect.
Connect to your workspace
One Instagram account per workspace.
Set up canned replies
Prepare answers for common DM questions.
Go live
DMs start flowing into the shared inbox automatically.
How much does the Instagram integration cost?
Instagram is included as one of the channels on the Yaeris CRM plan, not a separate paid add-on.
Frequently Asked Questions
What is an Instagram CRM?
An Instagram CRM connects your Instagram Business account and routes DMs into a shared team inbox, where agents can view history, tag, assign, and reply alongside other channels.
Can I connect more than one Instagram account?
No -- each workspace connects to one Instagram account. Multi-brand businesses set up a separate workspace per brand.
Does this cover Instagram ads or Shopping?
No. This integration is specifically for managing incoming DMs, not ad campaigns or Instagram Shopping catalog management.
Do DMs arrive in real time?
Yes, DMs land in the shared inbox live, the same way WhatsApp or Messenger messages do.
What do I need before connecting Instagram?
Your Instagram account needs to be set up as a Business account, since that's what allows a third-party platform to connect to its DMs.
Is my Instagram DM data secure?
Conversation data is hosted locally in Malaysia rather than routed through overseas third-party infrastructure by default.
Bring Instagram into one shared inbox
See how Instagram fits alongside every other channel in Customer Relationship Management Software.
Get Started