How to Connect Instagram to amoCRM via Umnico

Published: 24 November 2022

Updated: 5 March 2025

Instagram is a powerful social media tool for driving sales, building your brand, and engaging with customers. With its visual format and highly engaged audience, it’s an essential tool for businesses looking to connect and convert.

Integrating Instagram with amoCRM through the Umnico platform allows you to combine the messenger with your CRM system, accelerate inquiry processing, and establish a transparent, manageable sales pipeline.

Benefits of integrating Instagram with amoCRM via Umnico:

✅ Receive new inquiries from Instagram as deals in amoCRM.

✅ Reply to both comments and Direct messages — and easily switch between them in Umnico widget without losing context.

✅ Automate business processes: assign tags, set statuses, and distribute among users.

✅ Analytics: monitor response times and inquiry sources.

Before you start

Connecting Instagram to Umnico

Connecting amoCRM to Umnico

Working with Instagram inquiries in amoCRM

Frequently Asked Questions (FAQ)

Help & Support

Related Guides & Articles

Before you start

⚡ Important: To successfully integrate Instagram with Umnico, you must:

Have access to Facebook Business Manager with full admin (owner) rights.
Link your Instagram Professional account to a Facebook Business Page.
Enable message access in Instagram settings.

Check our instruction «How to Connect Instagram to Umnico» for detailed guidance on preparing to connect.

Connecting Instagram Business to Umnico

To start using Instagram in Umnico, follow a few simple steps. The connection process only takes a few minutes.

Tutorial video

If video works better for you, check out the tutorial below to connect the channel.

Step-by-step connection guide

1. In your Umnico dashboard, open the menu: «Channels → Instagram».

2. In the window that opens, click «Login with Facebook».

3. Log in to your Facebook account where you have owner rights for the Business Page.

4. If you are already logged in, make sure all permissions for the Umnico app are enabled. Click «Continue as [your name]».

5. After successful authorization, click «OK» to complete the Facebook integration stage.

⚠️ Important: If you see the message «No available groups» after authorization, it means that no Business Page has been created or linked to Instagram.
Go back to the Before you start section and make sure all requirements are fulfilled.

6. After authorization, you will be redirected back to Umnico. Select the group associated with your Instagram account and click «Save».

7. Choose at least one method for receiving messages.

8. Done! All incoming Direct Messages and comments from Instagram will now appear directly in Umnico. The connected account will be listed among your active communication channels.

Connecting amoCRM to Umnico

The next step is to link Umnico with your amoCRM.

Tutorial Video

If you prefer visual instructions, watch our video. If you prefer a step-by-step breakdown, proceed to the next section.

Step-by-Step Guide

1. In your Umnico Personal Account, select from the side menu: «CRM Integrations → amoCRM».

2. Click «Connect». An authorization window will open.

3. In the opened tab, select your amoCRM account (you must be logged in) and confirm the integration permission.

4. After connecting, the Settings page will open:

Pipeline Synchronization

Select the pipeline and status where new deals from Umnico will be directed. If you send inquiries directly to the main pipeline stage, the system will automatically add tags to deals: integration channel (e.g., Instagram), message type (message or comment). If you choose the «Send to 'Unsorted' of the main pipeline» option, tags and the work phone will not be added.

Access Settings

To connect, you need to authorize in amoCRM and confirm permissions for integration with Umnico. This ensures correct data transfer between platforms.

Reach out first

You can start a conversation with a client from a deal in amoCRM — even if they haven't messaged you yet. This feature is available only for WhatsApp and Telegram Personal, provided the client's number is already in the contact card.

Deal Settings

Configure the logic for handling repeat inquiries: create a new deal or add the message to the last closed one. This helps avoid duplication and keeps the entire communication history with the client in one place.

Once everything is set, click «Save» to apply the changes.

After completing the integration setup in Umnico, go to amoCRM. In the left side menu, select the «AmoMarket» section. Then open the «Installed» tab — Umnico will appear in the list of installed applications. Click on Umnico to open the integration description page.

Click the «Save» button.

6. Done! The integration is now fully set up and ready for use.

In the amoCRM side menu, the Umnico widget will be displayed. It offers extended capabilities for interacting with clients. For more details on its functions, read the «Umnico Widget in amoCRM» guide to make the most of the integration.

Working with Instagram Inquiries in amoCRM

Integrating Instagram with amoCRM allows you to establish a clear and manageable process for handling inquiries. All conversations are displayed within the CRM, simplifying communication control, increasing response speed, and improving service quality.

💬 New Instagram Inquiry = New Deal

When a potential client first messages you on Instagram, a new deal is automatically created in the selected sales pipeline in amoCRM. The deal will be tagged «Instagram» and contain user data, including the conversation, name, and, if available, phone number. This allows you to start working on the request immediately without manual data entry.

🔗 Linking Inquiries to Existing Clients

If the client's Instagram account is already registered in the amoCRM database (e.g., by phone number), the new conversation will automatically be linked to the existing contact or previous deal. This helps maintain interaction history and avoid duplicating clients in the CRM.

📨 Initiating Conversations with Clients

With amoCRM, managers can reach out to customers first via Telegram Personal or WhatsApp (including both web and business accounts) — all you need is the customer's phone number. This feature comes in handy for reengaging warm leads, sending reminders, discussing terms, or sharing documents.

By integrating with Umnico, communication channels expand even further. Through the Umnico widget within amoCRM, it's possible to reach out first across Telegram Personal, WhatsApp, Email, and WhatsApp Business API. This ensures efficient interaction with clients.

🔄 Continuing Conversations in Closed Deals

If a client messages again after a deal is closed, you can choose where to direct the message: to the last closed deal or create a new one. This helps retain the context of the inquiry and saves the user's time, especially in long-term or cyclical sales.

👥 Manual and Automatic Routing

Using built-in amoCRM tools or integrations with Umnico, you can assign deal responsibilities manually or automatically — for example, based on inquiry type, time of day, or user workload. This increases response speed and helps meet SLAs.

📊 Source Analytics

In amoCRM, you can track how many deals came through Instagram, at what stage they stall, how many sales are made, and how much time users spend responding. Thanks to tags and reports, you'll easily understand how effective this communication channel is.

Frequently Asked Questions (FAQ)

❓Can I connect multiple Instagram accounts?

Yes. You can connect multiple personal accounts and/or bots.

❓What happens if I log out of Instagram?

If you log out of your Instagram account, the integration via the personal account will be suspended. To restore functionality, reauthorize Instagram in Umnico.

❓Are attachments and files transferred?

Yes, all messages, including photos, documents, audio, and video, are transferred.

❓Is the integration secure?

Yes. Umnico uses secure authorization and does not store your personal Instagram data.

Help & Support

If you have any questions, feel free to contact us — we're happy to assist.

To reach Umnico support, click the «Chat with support» bubble in the bottom-right corner of your screen. Or go to the «Help → Chat with Support» section in your Personal account.