iClosed - Instagram integration brings your social DMs directly into your sales workspace.
This allows your team to maintain instant response times, automatically pin conversation histories to each contact card, and trigger automated follow-up workflows designed to move prospects seamlessly from your inbox to your booking calendar.
Integration is available with Growth and Business subscription plans - check out full breakdown here.
The integration requires a business Instagram account so you can use it for sending messages from iClosed Unified Inbox.
Additionally, you'd need admin access to connect your Instagram Business account.
Step-by-Step Guide
Navigate to your Integrations page and locate the Instagram card to start.
Here're the steps- its super-simple:
Click the Integrate button on the Instagram card and then the "Login with Instagram" button
Meta - Instagram login window will appear for you to enter user name and password (or alternatively login with Facebook account)
And it's done. After completing the login process, you will be redirected back to iClosed - Instagram integration card where you will see your Connected account along with additional account ID's
If a lead messages you on Instagram before their profile exists in iClosed, they will automatically be created as a brand-new contact. Because Meta only provides a username ID instead of an email or phone number, the system cannot automatically map them to an existing record.
Furthermore, as soon as that new inbound message lands, your entire historical conversation window with that lead will immediately pull into your iClosed Unified Inbox.
Pro Tips
If you don't have a professional account type, your profile set to public, or the correct Meta admin permissions, the connection will fail and you will see the following error message "Connection Failed: Authentication was cancelled. Please try again".
Disconnecting Instagram
If you need to switch accounts or safely disconnect your account from the workspace:
Click the red Delete Channel button.
Confirm your decision in the pop-up modal to sever the connection.
Important Notes
What happens when you disconnect the channel:
All previously synchronized message strings and media logs remain perfectly safe inside your contact journeys - no customer records are deleted.
Your dashboard will instantly lose the ability to fetch incoming service messages or dispatch outbound text responses through this line.
Automated workflow action cards tied to this Instagram pipeline will hit a processing pause state until a replacement communication channel is selected.
Messaging Costs and Conversation Cap
Your monthly active conversation allowance and chat history retention scale directly with your subscription tier.
Social channels like Instagram and Facebook Messenger are exclusively available on the Growth and Business tiers. Your monthly active conversation limits (300 on Growth / 1,000 on Business) and history retention lengths are determined strictly by your active plan.
A conversation is counted as active once it registers messaging activity within that calendar month.
Closing or deleting a chat will not lower your count for the current month. Once a contact messages you (or you message them) and uses up one of your monthly slots (e.g., 300 on Growth or 1,000 on Business), that slot is locked in until the counter resets next month.
It does not operate like a phone line where you can just hang up on one person to talk to another. It tracks the total unique volume of conversations handled across the entire month and rollover of unused conversations is not available.
Extra monthly conversations available upon inquiry to the support team.
How to Use Instagram Inside the Composer
Once connected, executing an Instagram message inside the live feed takes moments:
Open any lead thread inside the Unified Inbox.
Look at the selector tabs at the top or bottom of your Smart Message Composer.
Select Instagram as your active channel.
Type in message, or use your
#shortcut to pull up a high-converting message presetPress Send
Pro Tips
Instagram doesn't allow sending the first message. You can only reply once the user initiates the conversation.
If a lead messages you on Instagram before their profile exists in iClosed, they will automatically be created as a brand-new contact.
Because Meta only provides a username ID instead of an email or phone number, the system cannot automatically map them to an existing record, unless you merge the contact with an existing one or you add email and phone number to that specific contact.
Learn More