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Integrate Messaging Apps With Your CRM

Facebook Messenger, Instagram Integration and More

Manage conversations with leads and customers across Facebook Messenger and Instagram DMs—all without leaving your CRM.

Nutshell’s integration with these additional messaging platforms empowers your team to meet leads where they are, provide omnichannel support, and fill your sales pipeline using even more sources.

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How Can You Access Facebook and Instagram CRM Integrations?

Integration with third-party messaging applications are available on our Engagement Pro plan.

As part of Nutshell’s Engagement suite, third-party messaging apps are an integral part of your larger engagement strategy. The Engagement Pro plan gives you the option to add Web Chat and Nutshell SMS to expand your engagement efforts through live web chat and text messaging. Users must have an active Nutshell Sales subscription to purchase an Engagement Pro license.

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Engage with leads on your preferred messaging apps—without leaving your CRM

Receive messages via Facebook Messenger and Instagram DMs—and message back—right in your Nutshell inbox. Nutshell will create contact pages for the new people sending messages to your company, plus pull in relevant information from their social media accounts like name and profile picture. All so your CRM can be the main hub for tracking lead and customer interactions, from first message to first sale.

Manage Facebook Messenger conversations and Instagram DMs in Nutshell

Assign Facebook and Instagram conversations to your team in Nutshell

Manage message assignments seamlessly

Admins choose how to assign incoming messages, so you can ensure your team is following up on every conversation. With assignment options like round-robin, specific-user, and queue, your team can prioritize new messages effectively.

Quickly create new leads from Facebook and Instagram conversations

Messaging someone who is particularly interested in your products or services? Create a new lead for that contact with just a click so you can send them through the right sales pipeline. Or set up automatic lead creation rules to keep the new opportunities coming in.

Create new leads from Facebook and Instagram messages

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View Facebook and Instagram messaging metrics

Easily track your busiest channels to gauge your strategy’s effectiveness

See an overview of all messages started with your company through Facebook and Instagram via the Engagement dashboard. Easy-to-use reports reveal the volume of messages received through each channel, simplifying your engagement strategy.

#1 Next-Action CRM for Prospect Engagement

Nurture website visitors with engagement tools like web-based chat and seamlessly create leads in your CRM to close more deals

Build stronger prospect relationships through next-action-based selling with sales automation tools built for your perfect sales process. Leverage team guidance, reminders, and automated email drip sequences with a CRM designed to champion your next-action-based sales process and influence more wins.

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Manage Facebook and Instagram messages in Nutshell

With Facebook and Instagram integration in Nutshell Engagement, your team can manage incoming messages from potential leads from these channels without ever leaving your CRM. You’ll provide social media followers with a good experience, create more positive brand interactions, and seamlessly generate new leads from Facebook and Instagram.

Read the Facebook and Instagram integration support article to see how these integrations work.

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CRM features that boost your engagement effectiveness

Web Chat

Allow website visitors to start chatting with your team directly from your customized chat widget so you can meet their needs and open more opportunities.

SMS

Send, receive and manage text messages with contacts through Nutshell SMS.

Messaging Apps

Manage conversations with leads and customers across Facebook Messenger and Instagram DMs—all without leaving your CRM.

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Connect with our world-class support team to get fast, friendly, and free support when needed.

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Messaging apps FAQs

  • 1. How do you connect your sales CRM with Facebook Messenger and Instagram?

    Integrating your CRM with messaging apps like Facebook Messenger and Instagram ensures that your team can respond to messages promptly and keep track of every interaction with a contact.

    Under the Engagement section of Nutshell, go to Setup and Facebook. Then log in to Facebook and choose the business page you want to integrate. To sync Instagram messages in Nutshell, ensure ‘Connected tools’ is toggled on in your message control settings.

  • 2. How can you use Facebook Messenger and Instagram to respond to leads?

    Social media platforms like Facebook and Instagram can create valuable opportunities for connecting with customers and potential leads.

    With the Facebook and Instagram integrations in Nutshell Engagement, your team can answer questions, provide support, and direct contacts to the resources they need.

    Nutshell also lets you create new leads directly from Facebook Messenger and Instagram messages, then send them through your sales pipeline so you can start sending them information about your product, connect them with your sales team, and more.

Más información

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EXPLORE LAS FUNCIONES DE NUTSHELL

I’ve been using Nutshell, and it’s been a game-changer for keeping in touch with my audience. It helps me effortlessly track people’s engagement and stay connected with them. The platform is easy to use and has made managing my interactions so much simpler. If you want a reliable way to stay in touch with your audience, Nutshell is the way to go!

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