Instagram Direct Messaging Integration

Overview

Instagram Direct Messages (DMs) are a vital communication channel for engaging leads, answering questions, and nurturing relationships. With PXME’s Instagram integration, you can manage DMs directly inside the Conversations tab and even automate follow-ups through workflows.

This guide explains how to connect your Instagram account to PXME, enable permissions, and start using Instagram DM features effectively.

Step 1: Connect Your Facebook and Instagram Accounts

To enable Instagram DMs in PXME, your Instagram Business or Creator account must be connected to a Facebook Page.

1. Follow Instagram’s official steps: Connect Instagram to a Facebook Page.

2. Enable Instagram Messaging Permissions in your Facebook/Instagram settings.

   • Without this, PXME cannot sync Instagram messages.

? Note: Personal Instagram accounts cannot be used. You must have a Business or Creator profile linked with Facebook.

Step 2: Integrate Instagram into PXME

1. Go to Settings > Integrations.

2. Under Facebook and Instagram, click Connect.

   • Gray icons = not connected.

   • Color icons = successfully connected.

3. If Facebook is already connected, the “F” icon will appear blue.

4. Follow the prompts to log into your Facebook/Instagram accounts.

5. Accept all permission requests to complete the integration.

Step 3: Start Using Instagram DM Features

Communicate in Conversations

• Navigate to Conversations in PXME.

• View and reply to Instagram DMs alongside texts, emails, and other channels.

Automate with Workflows

• Go to Workflows.

• Select the trigger Customer Replied.

• Add the filter Reply Channel = Instagram DM.

• Build automations such as:

  • Sending auto-replies.

  • Applying tags based on DM keywords.

  • Notifying team members when new messages arrive.

Managing Instagram Messaging Permissions

To manage who has access to DMs across apps:

1. Open the Instagram mobile app.

2. Go to your Business or Creator profile.

3. Tap Settings > Privacy > Messages.

4. Under Connected Tools, toggle Allow Access to Messages:

   • On = PXME and other approved apps can manage Instagram DMs.

   • Off = DMs only visible in the Instagram app.

? For setup help, see: How to Connect Your Instagram Business Account With Your Facebook Account.

FAQs

Q1: What if I can’t connect Instagram to PXME?

• Verify your account is a Business or Creator profile.

• Ensure it’s linked to a Facebook Page.

• Check that messaging permissions are enabled.

• Try disconnecting and reconnecting via Settings > Integrations.

Q2: Can I disconnect Instagram DMs from PXME?
Yes. Go to Settings > Integrations, click Disconnect. This stops DM syncing.

Q3: Can Instagram DMs be used in workflows?
Yes. Use the trigger Customer Replied → Instagram DM to automate replies, tagging, or notifications.

Q4: Are there any restrictions?
Yes. Instagram DM features in PXME follow Instagram’s platform policies and only work with Business/Creator accounts.

Q5: Will DMs still show in the Instagram app?
Yes. PXME adds integration but does not remove access from the native Instagram app.

Q6: What if Instagram DMs aren’t showing in PXME?

• Confirm integration is active in Settings > Integrations.

• Ensure Instagram is connected to a Facebook Page.

• Check Instagram > Settings > Privacy > Messages > Allow Access to Messages.