Schedule promotional posts when deals are won

When a deal reaches the won stage in CRM Messaging, automatically queue a celebratory update on Instagram for Business to highlight new client milestones.

Try:

See all CRM Messaging + Instagram for Business integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

CRM Messaging Explore CRM Messaging →

Triggers

New lead created

Fires when a new lead or contact is created in CRM Messaging.

Deal stage changed

Fires when a deal moves to a new stage in CRM Messaging.

Deal won

Fires when a deal is marked won in CRM Messaging.

Contact updated

Fires when a field on a contact changes in CRM Messaging.

Actions

Create or update contact

Creates or updates a contact in CRM Messaging.

Create deal

Creates a new deal in CRM Messaging.

Update deal stage

Moves a deal to a new stage in CRM Messaging.

Log activity

Logs a call, email, or note against a record in CRM Messaging.

Instagram for Business Explore Instagram for Business →

Triggers

New post published

Fires when a scheduled post goes live in Instagram for Business.

Post failed to publish

Fires when a post fails to publish in Instagram for Business.

New mention or comment

Fires when your brand is mentioned or a post gets a comment in Instagram for Business.

Actions

Create or schedule a post

Creates a post in Instagram for Business or adds it to the schedule.

Add a post to the queue

Adds a post to the publishing queue in Instagram for Business.

Reply to a comment

Posts a reply to a comment in Instagram for Business.

Create sales leads from social media comments When a user posts a comment or mention on Instagram for Business, automatically create or update a contact record in CRM Messaging for team follow-up. See details

Log brand interactions on CRM profiles When new mentions occur on Instagram for Business, automatically log the activity directly onto the matching contact or lead in CRM Messaging. See details

See all CRM Messaging + Instagram for Business integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Schedule promotional posts when deals are won” between CRM Messaging and Instagram for Business?

Yes — describe it in the box above and Knit's Integrations Agent researches CRM Messaging and Instagram for Business's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How can social media interactions generate CRM leads?

When someone mentions or comments on your profile in Instagram for Business, you can automatically create or update a lead profile in CRM Messaging.

Can closing a deal trigger a social post?

Yes, when a deal is marked won in CRM Messaging, you can automatically schedule or publish an announcement post on Instagram for Business.