Access the Integrations Settings

1. Log in to your CRM account.

2. In the left-hand menu, scroll down to the bottom and click on “Settings.”

3. Scroll down and select the “Integrations” module.

4. Make sure you are in the “Integrations” section.

Connect Facebook and Instagram

5. Click the “Connect” button for Meta (Facebook & Instagram).

6. A window will open. Enter the email and password associated with your Facebook account.

7. Click “Log in.”

Two-Factor Authentication

8. Meta may require two-factor authentication:

- You may receive a code via WhatsApp, text, or another method.

- Click “Try another way” if you want to choose a different method.

9. Enter the code and click “Continue.”

10. On the next screen, click “Trust this device.”

Approve Access and Select Accounts

11. Click “Continue as [Your Name]” to approve access.

12. Select the Instagram account you want to integrate.

Optional: Skip Facebook Form Field Mapping

13. You will be prompted to map Facebook lead form fields to CRM fields.

14. For now, click “No, I’ll do it later.”

Your Meta (Facebook + Instagram) integration is now active in your CRM.

Connect Other Social Media Platforms (Optional)

To connect other platforms (e.g., TikTok, LinkedIn, Google My Business):

- Repeat the steps above from the Integrations module.

- Each platform will have its own login and authentication process.

- Make sure you have your login credentials and any two-factor verification method ready.

Once your accounts are connected, you can begin creating and publishing posts using the built-in Social Planner.

Open the Social Planner

1. From the Integrations module, click “Go Back” to return to the main dashboard.

2. In the left-hand menu, click on “Marketing.”

3. Then, click on “Social Planner.”

Connect Facebook to the Social Planner

4. In the Social Planner, click “Connect Facebook.”

5. A pop-up will appear asking for permission to access your Facebook pages and apps.

6. Click “Continue as [Your Name].”

Select and Connect the Facebook Page

7. A list of Facebook pages will appear.

8. Click the “Add” button next to the page you want to use.

9. The page will now show as Connected.

Important

You must have an administrator or editor role on the Facebook page in order to connect it to the planner.

10. Close the pop-up by clicking the “X” in the top-right corner.

Confirm the Connected Account

11. Scroll down to the “Accounts connected” section.

12. You should now see your Facebook page listed as connected.

Start Publishing

13. Click the “Get Started” button to begin creating and scheduling posts across your connected social media platforms — all directly from the CRM.

That’s it! Your social media accounts are now connected, and you're ready to manage your content calendar from one central place.