Welcome to NetHunt CRM — the CRM that speaks Instagram.
This guide will walk you through how to connect your Instagram account, use your preloaded CRM setup, build key automations, and unlock more value from your workspace.
1. Connect your Instagram Account
First things first — bring your DMs into the CRM.
We’ve prepared detailed instructions to guide you through the setup.
⏱️ Takes just 2–3 minutes. Once connected, you’ll start seeing DMs from potential leads inside your CRM.
2. Your Workspace Is Preloaded and Ready
We’ve already set up your CRM structure to match how Instagram-first businesses work. Inside, you’ll find:
Instagram Leads folder — a space to track leads coming from Instagram with key details like profile link, lead source, and service of interest.
Contacts folder — where you can store individual contact details, link them to companies, and assign CRM roles like decision-maker or user.
Companies folder — to group leads under client businesses, track team size, use cases, and CRM status.
Deals folder — to manage opportunities in a clear pipeline view, with source, value, stage, and follow-up fields.
Plus:
“Instagram link” fields in every folder — so you always know where the conversation is happening.
Predefined lead sources like Instagram, Referral, Ad — to make segmentation easier.
“Service of Interest” dropdown — to help you quickly qualify leads (e.g., Booking, Demo, Quote, etc.).
Feel free to explore and customize — but the core structure is already done for you.
3. Start Automating Your Instagram Sales Flow
Once your Instagram is connected and DMs start coming in, it's time to put things on autopilot. Automation helps you stay fast, consistent, and organized — without manual work.
Here are a few starter automation ideas:
Auto-create a new lead or deal every time someone sends a DM
Assign incoming leads to specific reps or team members
These automations will save your team hours and ensure no DM falls through the cracks.
4. How to Know It’s Working
Once you're connected and set up:
New DMs will appear as records in your CRM
You’ll see deals moving through stages as conversations progress
Your team will receive tasks and reminders based on automation rules
You’ll be able to filter by Instagram leads, track performance, and never miss a follow-up
In short — every DM becomes a trackable sales opportunity.
5. Need Help? We’re Here.
You don’t have to figure it all out alone.
Chat with our team anytime in the bottom-right corner of your workspace
Reply to onboarding emails to get personalized help
Our team is always just one click away.
PS: Unlock Even More with NetHunt CRM
Once your IG flow is up and running, there’s more you can do inside NetHunt:
💬 Connect more messengers: WhatsApp, Telegram, Facebook Messenger, and more
📞 Integrate VoIP: Call leads directly from the CRM and log conversations
✉️ Send email campaigns: Run promotions, nurture leads, and follow up
📧 Connect Gmail: Work straight from your inbox with full CRM context
📊 Build reports: Track sales performance, DM response rates, deal value, and more
For More on Instagram Chat Management:
Let’s turn Instagram into your most powerful sales channel 🚀