Connect tab lets you connect your Facebook and Instagram to your CRM. When you have already connected your social account, this tab will let you deselect that social account from your CRM. If you see either FB or IG or both icons in a gray color that means it is not connected to your CRM as yet. Once you click on connect tab, it will guide you with further steps.
FACEBOOK LOGIN PAGE
1.enter your Facebook username.
2.enter your Facebook password.
3.Click on the login option for the next steps.
CONFIRM YOUR FACEBOOK ACCOUNT
This page will help you ensure you are logging in to the same Facebook account that you are trying to access from your CRM. This helps when you are automatically landed on this page because you were already logged in to some other Facebook account on your browser. Once you continue with the account, you will be shown an Instagram account linked to that particular Facebook account.
CHOOSING INSTAGRAM BUSINESS ACCOUNT
On this page, you will be shown a list of Instagram business accounts that are connected to the Facebook pages you manage. You can select or deselect the page or pages from this list. Once you have made the selection, click on the “Next” tab.
CHOOSING FACEBOOK PAGE/PAGES
On this page, you will see the list of Facebook pages that you have access to, you can select and deselect the page depending on which page you would like to lin to the particular CRM location. Once you have made the selection, simply click on “Next” tab to move to the next page.
PERMISSIONS FOR LEADCONNECTOR
1. Manage your ad accounts.
2. Access to you your Facebook ad stats.
3. Accessing Instagram posts
4. Accessing message conversations.
5. Managing leads for the pages
PERMISSIONS FOR LEADCONNECTOR
6. Permission to Access your Instagram messages.
7. Permission to Create content for the page.
8. Permission to manage comments received to the posts published on your page
9. Permission to read the content posted on the page.
10. Creating and managing ads.
11. Managing account settings and webhooks.
12. Access to the user content of the page.
13. Show the list of pages you manage.
Clicking on the “Done” tab will finish the selection process. (Tip – Keep all the toggle options turned on)
CONFIRMATION
Once you have completed all of the steps, the system will display a confirmation message as shown in the screenshot below. Click on the ok tab for the next page to appear.
CONNECTING FACEBOOK PAGE
Here you will see the list of Facebook pages associated with the Facebook account you just Linked to your CRM location. This is helpful to access a specific page from the relevant CRM location.
1.Click on the dropdown menu to see the list of pages associated with your account.
2.Select the page that you wish to connect to your CRM location.
CONNECTING FACEBOOK AND INSTAGRAM
Once you have selected the Facebook page from the list of the pages, the system, will detect the Instagram business account associated with the Facebook page. Click on the “Connect Facebook and Instagram” tab to confirm your selection.
FACEBOOK & INSTAGRAM INTEGRATION (AFTER GETTING CONNECTED TO CRM)
1.Notice that the Facebook and Instagram symbols are no longer gray. This means you have successfully connected your Facebook and Instagram to your CRM.
2.By clicking on the “Connected” tab, you can delete the existing Facebook and Instagram accounts whenever needed.
Click here to learn more about Facebook and Instagram Integration