Linking Your Social Media Profiles

Effortlessly integrate your Facebook and Instagram accounts with your CRM by navigating to the "Connect" section. If you've already linked one or both accounts, the page will show whether they are still connected—indicated by gray icons for disconnected accounts. To start, simply tap the "Connect" button and follow the on-screen instructions for a quick setup.

Logging Into Your Facebook Account

To begin linking your Facebook account, you'll need to log in. Enter your username and password on the Facebook login page, then click the "Login" button to proceed.

Verifying Your Facebook Account

Once you've logged in, Facebook will verify that the correct account is being accessed. If you've logged into Facebook using this browser before, the system will show the previous account used. You can confirm or change it from here.

Selecting Your Instagram Business Profile

Next, you'll be prompted to choose from the Instagram business accounts that are linked to your Facebook pages. Select the accounts you want to connect and deselect any you don't. Once you’re done, click "Next."

Linking to Facebook Pages

After that, you will see a list of the Facebook pages you manage. Select the pages you want to link to the CRM and click "Next" to continue.

Configuring Permissions for LeadConnector

You must allow LeadConnector access to certain areas of your Facebook account. This includes permissions to manage ads, access Instagram posts, view messages, and manage leads. Make sure to toggle all required permissions on, then click "Done."

Verifying Permissions and Finalizing the Setup

Ensure all necessary permissions are granted, including those for managing Instagram messages, creating page content, and viewing user-generated posts. After confirming, click "Done" to complete the setup.

Selecting an Ad Account

You can now link the CRM with your preferred Facebook ad account. Simply choose the desired ad account from the dropdown list, and it will be connected to the CRM.

Managing Connections and Disconnecting

To unlink a Facebook account from the CRM, head to the "Connected" tab and follow the prompts to remove the connection. You can reconnect accounts as needed in the future.

Ensuring the Correct Page is Selected

Review the Facebook page you are working with to ensure it’s the right one for your CRM actions. Accuracy here ensures smooth management of your social profiles.

Switching Between Pages

If you need to manage another page, click on the "Change Page" button to switch between different Facebook pages linked to your CRM.

Messenger Integration for Real-Time Notifications

Enable Facebook Messenger notifications in your CRM by clicking on the Messenger button. This feature allows you to receive real-time notifications of messages, streamlining customer communication.

Saving Your Changes

Once you've enabled all the required settings, don’t forget to save your changes to ensure everything is properly configured.