How to integrate Salesforce and Instagram DM
SleekFlow simplifies the integration of Salesforce with Instagram DM using Flow Builder, an intuitive, visual automation tool. Easily create, test, and optimize automations by utilizing three key nodes:
Trigger
Salesforce lead created
Complete
Condition
Interested in Promotions
Complete
Condition
AI Agent
In progress
Trigger
Define the event that starts the automation. Apply filters to ensure that only contacts meeting specific conditions are included.
Condition
Branch your flow with this node to route contacts along different paths based on their preferences and behaviors.
Action
Perform tasks like sending messages. You can personalize communications by inserting variables from the lead’s profile or trigger event.
Supported triggers and actions
SleekFlow's Flow Builder enables seamless automation across messaging, social media, CRM, and commerce platforms. Select a trigger and execute customized actions to create tailored workflows.
Trigger
Salesforce lead created
When a contact is created in Salesforce
Trigger
Salesforce lead updated
When a contact is updated in Salesforce
Trigger
Salesforce customer created
When a contact is created in Salesforce
Trigger
Salesforce customer updated
When a contact is updated in Salesforce
Trigger
Loop through Salesforce leads
Search through Salesforce records manually and enroll matching records to the flow, and execute subsequent actions
Trigger
Scheduled date and time
Trigger
Label added
Trigger
Incoming message received
When a new or existing contact sends a message to you
Trigger
Outgoing message sent
When you send a message to a contact
Trigger
Salesforce lead created
When a contact is created in Salesforce
Trigger
Salesforce lead updated
When a contact is updated in Salesforce
Trigger
Salesforce customer created
When a contact is created in Salesforce
Trigger
Salesforce customer updated
When a contact is updated in Salesforce
Trigger
Loop through Salesforce leads
Search through Salesforce records manually and enroll matching records to the flow, and execute subsequent actions
Trigger
Scheduled date and time
Trigger
Label added
Trigger
Incoming message received
When a new or existing contact sends a message to you
Trigger
Outgoing message sent
When you send a message to a contact
Action
Send message
Send a message via the selected channel
Action
Send media
Send a media file via the selected channel
Action
Reply post comment
Send an automated response when someone comments on your social post
Action
Reply post comment via direct message
Send an automated private message when someone comments on your social media post
Action
Send message
Send a message via the selected channel
Action
Send media
Send a media file via the selected channel
Action
Reply post comment
Send an automated response when someone comments on your social post
Action
Reply post comment via direct message
Send an automated private message when someone comments on your social media post
Trigger
Salesforce lead created
When a contact is created in Salesforce
Trigger
Salesforce lead updated
When a contact is updated in Salesforce
Trigger
Salesforce customer created
When a contact is created in Salesforce
Trigger
Salesforce customer updated
When a contact is updated in Salesforce
Trigger
Loop through Salesforce leads
Search through Salesforce records manually and enroll matching records to the flow, and execute subsequent actions
Trigger
Scheduled date and time
Trigger
Label added
Trigger
Incoming message received
When a new or existing contact sends a message to you
Trigger
Outgoing message sent
When you send a message to a contact
Action
Send message
Send a message via the selected channel
Action
Send media
Send a media file via the selected channel
Action
Reply post comment
Send an automated response when someone comments on your social post
Action
Reply post comment via direct message
Send an automated private message when someone comments on your social media post
Trigger
Salesforce lead created
When a contact is created in Salesforce
Trigger
Salesforce lead updated
When a contact is updated in Salesforce
Trigger
Salesforce customer created
When a contact is created in Salesforce
Trigger
Salesforce customer updated
When a contact is updated in Salesforce
Trigger
Loop through Salesforce leads
Search through Salesforce records manually and enroll matching records to the flow, and execute subsequent actions
Trigger
Scheduled date and time
Trigger
Label added
Trigger
Incoming message received
When a new or existing contact sends a message to you
Trigger
Outgoing message sent
When you send a message to a contact
Action
Send message
Send a message via the selected channel
Action
Send media
Send a media file via the selected channel
Action
Reply post comment
Send an automated response when someone comments on your social post
Action
Reply post comment via direct message
Send an automated private message when someone comments on your social media post
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