How do I send Instagram leads to Kit (ConvertKit)?

Before you start

• This needs Trendsetter and above. It works only through Flow Automation (a multi-step chat you build on the web). Lead Gen does not sync.
• Your flow must ask with an Email question. An email asked with a Text question is not sent.
• In Kit, open your developer settings and copy your v3 API key and v3 API secret. The How to get your API key link in InstantDM opens that page.

Fill in both API Key (V3) and API Secret (V3). Kit shows Connected with only the key, but nothing reaches Kit without the secret.

Steps

1. Click Account Settings in the sidebar and open the Integrations tab.
2. Under “Available”, click Kit (ConvertKit).
3. Paste your key into API Key (V3) and your secret into API Secret (V3).
4. Optional: type a Form ID (optional) to subscribe people to that Kit form.
5. Click Save at the top of Settings. The tag changes to Connected.
6. Open Flow Automation and click your flow (or click New Flow Automation → Instagram to make one).
7. Make sure the flow has an Email question. Add one with Collect Email in the bottom toolbar if needed. Add a Name question too if you want the first name in Kit.
8. Click Integrations (top right) and switch on Kit (ConvertKit).
9. Under When to push data, choose On every answer, then click Done.
10. Click Set Live. You’ll see “Changes Published.”

On the phone app

Use the web app at app.instantdm.com for this. The phone app can’t edit flows or integration keys.

What your followers see

Nothing changes for them. They answer your email question in the DM as usual. Anything Kit sends after that, such as a confirmation or welcome email, depends on your Kit form and automation settings.

Good to know

• Why On every answer: with On flow completion, Kit only gets the lead when the flow fully ends. Flows that end on a button or link message (for example a download or booking link) never count as finished, so Kit gets nothing.
• With On every answer, InstantDM sends the lead as soon as the email is answered, and again after later answers. Kit just updates the same subscriber.
• Kit gets: email and first name (from your Name question). Phone numbers and other answers are not sent.
• There is no test button and no delivery log for Kit. Test from a second Instagram account and check your Kit subscribers.
• The Kit settings are for the whole account. Every flow with Kit switched on uses the same form or tag.

What you can’t do

• Send answers other than email and first name to Kit custom fields.
• Use a different Kit form per flow.
• Sync Lead Gen or Send Link automations to Kit.

How to turn it off

Open the flow, click Integrations, switch off Kit (ConvertKit), click Done and Set Live.

If it doesn’t work

• Connected, but nothing in Kit: fill in API Secret (V3) and click Save.
• Still nothing: check that the question type is Email, that Kit (ConvertKit) is on in this flow, and that you clicked Set Live after changing it.
• Set to On flow completion: switch to On every answer.
• Some people are missing: their email failed the format check and they ran out of retries. See answer rules.