Connect with an Instagram sign-in
Connecting takes one Instagram consent screen — no Facebook Page to link and no Business Manager to navigate. Clio keeps the access token renewed in the background.
Instagram messaging
Instagram DMs for businesses, in the same inbox as WhatsApp.
Clio connects your Instagram professional account through Meta’s Instagram API, so direct messages land in the shared inbox next to your WhatsApp conversations. Your team replies from one place, Instagram customers join the same CRM, and workflows can answer DMs automatically.
DMs in the shared inbox
Instagram conversations sit beside WhatsApp in one inbox, with read receipts and the same customer context, labels and notes.
Automate Instagram replies
An “Instagram message received” trigger starts a workflow: reply with text or a saved message, offer quick replies, ask an AI assistant, label the contact, or hand over to a person.
Saved Instagram messages
Keep reusable Instagram messages with placeholders. There is no review queue, so a saved message can be used the moment you save it.
Quick replies
A single “ask with options” step shows as buttons or lists on WhatsApp and as quick replies on Instagram — build it once, use it on both channels.
Separate from WhatsApp flows
Instagram has its own trigger, so switching Instagram on never makes your existing WhatsApp automations start firing on Instagram traffic.
Know the limits
How Instagram messaging differs from WhatsApp
These are Meta’s rules for the Instagram API, not Clio’s choices — worth knowing before you plan your automations. See also our guide to managing Instagram DMs as a team.
WhatsApp
Instagram
24-hour free-form reply window
24-hour free-form reply window
Approved templates reopen a closed conversation
A closed conversation cannot be reopened by the business
Broadcast campaigns to opted-in customers
No broadcasts — only replies to people who wrote in
Delivery and read receipts
Read receipts only
3 buttons or 10 list rows
Up to 13 quick replies
Instagram questions
Questions about Instagram messaging
Can Clio manage WhatsApp and Instagram conversations together?
Yes. Both channels share Clio’s inbox, contacts, workflow engine and team. Only the behaviour that Meta’s APIs force to be different — such as how closed conversations can be reopened — is kept apart.
What kind of Instagram account do I need?
An Instagram professional account (business or creator). You connect it by signing in to Instagram from Clio’s Integrations screen.
How can I automate Instagram DMs?
Create a workflow with the “Instagram message received” trigger, then add steps: a reply, a saved message, quick-reply options, an AI step, labels or a hand-off to your team. See workflow automation.
Can I send Instagram broadcast campaigns?
No. Instagram does not let businesses message people who haven’t written to them, so broadcasts are WhatsApp-only. For those, see WhatsApp campaigns.
Your WhatsApp operation shouldn’t
depend on one person’s phone.
Give your team one place for conversations, customer data, automation, and follow-ups.
Meta-verified business required · Official Meta WhatsApp Cloud API · Meta messaging charges billed separately
Prefer to talk first? support@clio.co.in