Facebook & Instagram

Before connecting your Facebook and Instagram to your CRM, it is important that a few settings are in place. To make the process easier, we have gathered a few steps and relevant guidelines you will need to wrap up this setup.


  • Facebook Permissions - To begin, you should obtain the necessary permissions for the Facebook page you would like associated with your CRM.

  • Instagram business account - When working with Instagram, make sure that you set up a properly designated business account which can either be an entirely new one or making the transition from an existing personal Instagram profile to one created for business usage. We suggest building this type of property on Instagram before connecting it to the CRM.



Please visit https://help.instagram.com/502981923235522 for more information



  • Linking an Instagram Business account to a Facebook business page If you want to link your Instagram profile to a Facebook page, there are a few steps you need to take. For more details, please visit https://help.instagram.com/570895513091465 

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