Before linking your Facebook and Instagram accounts to your CRM system, it's essential to verify that specific settings are correctly configured. To simplify this process, we've compiled the necessary steps and guidelines to ensure a smooth integration.
Acquiring Facebook Page Permissions
To start, you must secure the required permissions for the Facebook page you wish to connect to your CRM. Without these permissions, the integration cannot proceed.
Setting Up an Instagram Business Account
For Instagram, it’s crucial to operate with a business account. This can either be a brand-new profile or a conversion from an existing personal account. We recommend establishing a business account on Instagram before initiating the connection to the CRM.
For additional details, visit Instagram’s official help page: Instagram Business Help.
Connecting Instagram to a Facebook Business Page
If you plan to link your Instagram business account to a Facebook page, follow a few key steps for a seamless process. For a more detailed guide, visit: Linking Instagram to Facebook.
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