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Social · Meta

Instagram, Messenger & WhatsApp chats will become CRM leads — and you'll reply from the CRM

Available

Instagram (DMs and comments), Messenger and WhatsApp run as one adapter in Obriym CRM. Every DM and comment becomes a lead with the sender's real name and profile (WhatsApp adds their phone), and your team replies in the same conversation without leaving the CRM.

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Instagram DM

«Доброго дня! Це ще в наявності? Можна деталі?»

CRM lead · source: instagram

Message + sender captured, next step assigned

Instagram (DMs and comments), Messenger and WhatsApp run as one adapter — one connection, three channels.

What you get

DMs to enriched leads

Every Instagram DM creates a lead carrying the sender's real name, @username, follower count and verified badge — with a one-click link to their profile.

Reply from the CRM

The full DM thread lives on the lead. Reply right there and it's delivered on Instagram (within the 24-hour messaging window) — no app switching.

Comments to leads

Comments on your Instagram and Facebook Page posts become leads too, with the commenter handle and the comment text captured. Reply from the lead card: privately in Direct, and on Instagram also publicly under the post.

WhatsApp with a real phone number

A WhatsApp message to your business number becomes a lead carrying the customer's phone and name — reply from the CRM within the 24-hour window. Instagram, Messenger and WhatsApp feed the same pipeline through one Meta connection.

Why it matters

  • No more lost DMs — every message is a tracked lead with an owner and a next step.
  • Leads from Instagram sit beside leads from your site, OLX and marketplaces in one pipeline.
  • Source is tagged source=instagram, so you can measure how much Instagram really drives.
  • Connected in minutes with OAuth — no tokens to copy, no code.

One Meta connection, many channels

You connect Meta once. Instagram, Facebook Messenger and WhatsApp live in one adapter: DMs and comments become leads, and replies go back the other way. Facebook Lead Ads is coming to the same connection — when it lands, you enable the channel, not a whole new integration.

How it will work

  1. 1

    Add the Meta adapter

    In Settings → Integrations → Platform adapters, add Meta. No secret to paste — the account links via OAuth.

  2. 2

    Next: connect Instagram or a Facebook Page

    Click Connect Instagram to authorize your Instagram Business account, or Connect Facebook Page to link Messenger and WhatsApp. The CRM will store a long-lived token for your workspace and subscribe the account to message webhooks.

  3. 3

    Next: leads arrive — and you reply

    Once connecting opens, each new DM or comment will become a lead, and the DM thread will open on the lead so you can reply from the CRM. You'll be able to test the connection any time from the adapter card.

Questions

What do I need on Meta's side to connect?

An Instagram business account or a Facebook Page you have access to. Connecting goes through Meta's own login — tokens are stored encrypted, and the connection test shows straight away which account is attached. WhatsApp additionally follows the messaging limits of your own Meta business portfolio, and the CRM shows your real tier on that same test.

Do I need a Facebook Page?

For Instagram you need an Instagram Business or Creator account (connected via Instagram Business Login). For Facebook Messenger you connect a Facebook Page via Facebook Login — both live under the same Meta connection.

What does the CRM capture from a message?

The lead carries the message text plus the sender's real name, @username, follower count and verified status (source=instagram), with links to their profile and DMs. A phone or email is added later when the customer shares it.

Is two-way replying included?

Yes — for Instagram, Facebook Messenger and WhatsApp. The thread appears on the lead and you reply straight from the CRM, delivered within the channel's 24-hour messaging window.

What does WhatsApp add?

WhatsApp messages to your business number become leads that carry the customer's real phone number and name (source=whatsapp), and you reply from the CRM within the 24-hour window. You connect a WhatsApp number the same way as a Facebook Page — through the one Meta connection.

Are there limits on how many people I can message on WhatsApp?

Yes, and they are set by Meta on your own business account — not by Obriym. A new WhatsApp business account starts at 250 unique customers per 24 hours and 2 phone numbers. Verifying your business with Meta raises that to 20 numbers and puts you on the ladder to 2,000 → 10,000 → 100,000 → unlimited, which Meta then raises automatically as your volume and quality rating grow. The CRM reads your real tier, your verification status and whether the number can send right now, and shows them on the connection test — so you see the actual numbers instead of discovering a limit when a reply fails to go out.

What about Lead Ads?

Facebook Lead Ads is part of the Meta umbrella and is coming next. When it launches you enable the channel on your existing Meta connection — the same one that already carries Instagram, Messenger and WhatsApp.

Stop losing Instagram DMs

Connect Instagram to Obriym CRM and turn every message into a tracked lead.

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