Connecting Facebook & Instagram
Integrating your Facebook and Instagram accounts enhances your social media management and improves your ability to track and engage with leads effectively. This process ensures that your accounts are synchronized and fully connected, allowing for seamless interaction and efficient data management. Follow the steps outlined below to establish and manage this integration, ensuring that your social media activities and lead data are consistently updated and accurately reflected in your CRM.
To initiate the connection, navigate to the Integrations section within your account settings. Next, click the Connect button and follow the guided steps to complete the process efficiently.
Facebook Login Page
Log into your Facebook by entering your username and password if prompted. Simply type in the corresponding information and click on the Log In option.
After logging in, you will be presented with a list of requested permissions. For optimal functionality, it is advisable to keep all permissions enabled. However, you can customize your preferences by clicking the "Edit Access" button and adjusting the switches as needed. Select the “Continue as” button to proceed to the next steps.
Choosing your Facebook Page
Choose the desired page from the dropdown menu.
Finalizing the Integration
The Instagram business account linked to the selected Facebook page will be identified and available for connection. Click on the "Connect Facebook and Instagram" button to finalize the integration.
Please note that your Instagram account will only appear if it has been previously linked to your Facebook account through the Linked Accounts section within Facebook.
Notice that the Facebook and Instagram symbols are no longer gray. This means you have successfully connected your Facebook and Instagram to your CRM.
Selecting Ad account
If you wish to integrate your Facebook ads account, select the Ad account from the dropdown.
Removing the Connection
Click the “Connected” button to fully disconnect your Facebook account from the platform.
Selected Page
This section allows you to view the specific Facebook page that you are presently interacting with. By confirming the correct page, you can ensure that you are managing and accessing the appropriate content, maintaining accuracy and efficiency in your social media activities.
Change Page
With the Change Page button, you can easily switch from your current page to another page associated with your Facebook account.
Facebook Messenger
Activating this feature allows you to receive messages from Facebook Messenger directly in your CRM, making it easier than ever to keep up with prospective customers. Click the Messenger button to enable or disable the feature according to your preference.
Instagram Direct Messages
The Instagram button provides direct access to your message inbox without opening a different window or loading a new page. Click the Instagram button to enable or disable the feature according to your preference.
Facebook Leads Sync
Utilize the Facebook Leads Sync feature to synchronize Facebook Leads and create new contacts for each lead generated that is not already present in your contacts list. This action will start the process of updating and integrating your lead data, ensuring that your CRM reflects the most current information.
Select your preferred automatic sync interval from the dropdown menu. Leads will be synchronized every 15 or 30 days, based on your preference.
Additionally, you have the option to manually initiate the synchronization of your leads by selecting the “Sync Leads” button.
✍️Note:
- If you have manually imported missing leads using a CSV exported from Facebook Ads Manager, please disable the "Allow duplicate contacts" option to prevent the creation of duplicate records during synchronization.
- Workflows triggered by contact creation or Facebook Lead form submissions will activate for each new contact created while existing contacts generated through Facebook Leads will remain unaffected.
- The timestamp for new contacts will reflect the current time, and the synchronization process may take up to one hour to complete, depending on the volume of leads to be synced.
By following these steps, you ensure that your Facebook and Instagram accounts are seamlessly integrated with your CRM, optimizing your social media management and lead synchronization. Regularly monitor and adjust your settings to maintain an efficient and updated connection between your platforms.
