Instagram lead capture

Mimiao can automatically turn Instagram DMs into leads in your pipeline. As soon as someone writes to your DMs and leaves a contact — a phone number, an email or a Telegram handle — the system creates a lead card, tags the “Instagram” channel and notifies the responsible people. Inquiries no longer wait in the DMs until evening.

What you need

• The school’s Instagram account (professional / business type).
• The permission to manage CRM settings in Mimiao (the owner always has it; it can be delegated to an administrator).
• A Facebook Page is not required — the connection uses the official “Business Login for Instagram”.

How to connect

1. Open Settings → Leads → the “Auto-creation” tab.
2. In the Instagram block, click “Connect Instagram”.
3. In the Instagram window, sign in to the school’s account and confirm access.
4. Back in Mimiao, the block shows the connected account: @your_school and the automatic access-renewal date.

The access token renews itself. If Instagram drops the link (for example, after the account password changes), the block shows a “Reconnect” state. After reconnecting, new messages with a recognised contact are processed as leads again.

How leads are created

A lead is created when an incoming message contains a reachable contact:

• a phone number — e.g. “097 123 45 67”;
• an email — e.g. “maria@gmail.com”;
• a Telegram handle — e.g. “@maria_k”.

The lead card lands in the active pipeline with the “New inquiry” status, the “Instagram” source and the message text in a note. The owner and administrators get a notification, and a badge appears on the lead board.

A message without a contact (“Hello!”, “How much is it?”) never becomes a lead — otherwise the pipeline would fill up with greetings. Reply in the DMs as usual; the moment the person leaves a contact, the lead is created automatically.

The exact format lives in settings

The Instagram block shows an example of a message with a recognised contact (e.g. “Anna Kovalenko, +380 50 123 45 67”). When in doubt about the format, check that example.

How to disconnect

In the same block, click “Disconnect” and confirm. Leads that were already created stay in the pipeline — disconnecting only stops new ones from appearing.

To compare Instagram with other channels by inquiry volume, conversion, and acquisition cost, open the marketing analytics overview.