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Social · Meta

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

Connect your Instagram Business account, Facebook Page and WhatsApp number once. 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 24-hour 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

Meta is one connection in Obriym CRM — the umbrella over Instagram, Facebook Messenger and WhatsApp. All three are live: when someone sends your business a DM, a WhatsApp message, or comments on a post, the CRM turns it into a lead automatically, so your team follows up from one place instead of living inside the Instagram, Messenger and WhatsApp apps.

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.

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 are live now (DMs + comments to leads, with two-way replies). Facebook Lead Ads is coming to the same connection — when it lands, you enable the channel, not a whole new integration.

How to connect

  1. 1

    Add the Meta adapter

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

  2. 2

    Connect Instagram or a Facebook Page

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

  3. 3

    Leads arrive — and you reply

    Each new DM or comment becomes a lead, and the DM thread opens on the lead so you can reply from the CRM. Test the connection any time from the adapter card.

Questions

Why “QA testing” rather than “Available”?

The adapter is fully built: Instagram, Messenger and WhatsApp connections, inbound messages and comments, replying from the CRM, a connection test and data deletion. What remains is external — Meta has to grant the messaging permissions in its app review, and that review is slow. Until it has run against a real business account we do not claim “Available”: that badge means verified end-to-end, not written.

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 — Instagram, Messenger and WhatsApp already work today.

Stop losing Instagram DMs

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

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