Integrations

How Calendar Sync Functions Before checking the sync, it’s key to understand how it works. Synchronizing Google Calendar with the CRM ensures that appointments or events in one are automatically mirrored in the other, helping avoid overlapping schedules and ensuring accurate availability in both calendars. Key Elements of Calendar Synchronization: Real-Time Updates: Any adjustments made in one calendar are instantly applied to the other. Conflict Prevention: The system detects and prevents scheduling clashes. User-Specific Syncing: Each user can sync their personal Google Calendar to their CRM account, making scheduling more tailored to them. How to Verify Calendar Syncing Here’s a quick guide to verify if your Google Calendar and CRM are syncing correctly: Set Up a Test Event: Access Google Calendar and pick a test date, such as October 31st. Add an event from 10 a.m. to 2 p.m., marking it as busy to check synchronization. Connect Your Google Calendar: If your calendar isn’t connected yet, link your Google Calendar to your CRM. You can typically find this option in the integrations or settings section of your CRM. Verify CRM Calendar for Conflicts: After adding the event, review your CRM calendar. If you're on a shared calendar, make sure you’re viewing the correct one. Set your calendar view to the date and time zone of the test event (October 31st, Chicago time). Confirm Synchronization: The CRM calendar should now show that 10 a.m. to 2 p.m. is blocked out, with availability only before 9 a.m. If the calendar hasn’t updated, refresh the view to ensure the changes are reflected. Troubleshooting Sync Problems If the sync doesn’t seem to be working as expected, consider these troubleshooting tips: Check Your Internet: Make sure your internet connection is stable. Confirm Calendar Settings: Ensure the correct Google Calendar is linked to your CRM profile. Wait for Sync: The sync may take a few minutes to process; check again after a brief pause. Frequently Asked Questions Q: Can I link multiple Google Calendars? A: Some CRMs allow multiple calendar connections, but others may only permit a single calendar per account. Q: Will deleting an event in Google Calendar remove it from the CRM? A: Yes, if synced, deleting an event in Google Calendar will delete it in the CRM during the next synchronization.

Comprehensive Troubleshooting Process Breaking and Restoring the Integration Access the integrations area within your CRM. Disconnect your current advertising platform connection. Refresh the page to apply changes. Reconnect the platform, ensuring you follow the prompts for permissions. Checking Page Selection for Integration Confirm that the right pages are linked to your CRM. Manually select any pages that aren’t currently linked. Perform this step for all the pages you need connected. Save your changes to secure the integration. Executing a Hard Browser Refresh Once changes are saved, perform a full refresh of your browser. Reconnect to the advertising platform, selecting the correct Facebook page. Click “Connect” to establish the link. Verifying Field Mapping and Workflow Configuration Confirm that the integration settings show the page as connected. Ensure that Facebook form fields are accurately mapped to CRM fields. Check that all triggers or workflows are active and properly configured. For workflows, ensure the correct form is selected and settings are accurate. For triggers, confirm the right Facebook lead form is chosen. Testing the Integration with a Sample Lead Use the lead ad testing tool provided by your ad platform. Remove any existing test leads and refresh your browser. Submit a new test lead and look for status updates or app ID confirmations. Confirm that the lead shows up in your CRM as expected. Frequently Asked Troubleshooting Questions Why don’t I see the app ID or status? Make sure the correct page is selected and all permissions are granted. Go back through the page selection and mapping steps if necessary. Can I integrate more than one page with my CRM? Yes, multiple pages can be integrated. Make sure each is selected and saved. What if leads aren’t appearing in the CRM? Review your workflows or trigger configurations. Double-check that the correct form is selected and active.

Our software delivers robust and secure connections to popular platforms such as Google, Facebook, Instagram, and Stripe. This expands your business's potential, making it easier to engage with a larger audience. Setting up these integrations is quick and user-friendly, utilizing the built-in tools for a smooth connection process. Connecting Google Services With Google integration, you can effortlessly connect your Google My Business page, Analytics, and Google Ads accounts. This connection provides the ability to manage customer messages from Google My Business and monitor the performance of your ad campaigns and website analytics in real-time. Facebook & Instagram Connectivity The integration of Facebook and Instagram allows for the management of your business profiles, enabling easy response to customer inquiries from the CRM and tracking the effectiveness of your social media ads, all in one consolidated platform. Syncing with Microsoft Outlook Connecting your Outlook account to the CRM enables calendar synchronization, allowing you to manage your bookings and appointments effortlessly. This integration ensures smooth coordination of your events, helping you stay on top of your schedule. Zoom Meetings Integration Incorporating Zoom into your booking system allows for easy scheduling and management of virtual meetings. Once connected, all Zoom meeting details are automatically sent to attendees, ensuring smooth and organized virtual appointments.

Why Google Docs is a Game Changer for AI Bot Training Discover the perks of integrating Google Docs for training your conversational AI bots: Simplified Bot Learning: Google Docs makes training your AI bot easier and faster, providing an intuitive way to enhance bot interactions. Real-Time Tweaks: With Google Docs, you can make on-the-spot corrections, refining the AI's replies immediately to ensure accurate, contextual responses. More Training Possibilities: Offering more than just URLs, Google Docs enables a versatile range of training materials to improve your bot's knowledge base. How to Train Your AI Bot via Google Docs: A Stepwise Guide Use these easy-to-follow steps to leverage Google Docs for training your conversational AI bots: Step 1: Open Bot Training Settings Head to the "Conversation AI" area within your CRM and access the bot training module. Step 2: Insert Your Google Docs Link Add the public link to the Google Docs file that contains the data for training your bot. Step 3: Verify Document Permissions Make sure your Google Docs file is set to public viewing. Adjust the permissions as needed. Step 4: Fetch the Data Automatically Click on "Get Data." The CRM will automatically gather the content from the linked Google Docs document and add it to your bot's training material. Step 5: Leverage the Power of Google Docs for AI Bot Training Once the data has been integrated, your AI bot will be better equipped to manage tasks like answering questions, booking appointments, and more, across multiple channels. Get the Most Out of Your AI Bot with Google Docs Integrating Google Docs into your AI bot training strategy ensures better, faster responses to customer inquiries. This update offers flexibility and efficiency, keeping your bot well-trained for evolving business needs. Be sure to frequently revise your training documents to keep the bot aligned with your business goals.

This tutorial outlines the complete process for connecting your Shopify store with your CRM system, allowing you to manage key store functions without leaving the platform. The integration requires two key stages: creating a custom Shopify app and linking it with your CRM. Stage 1: Setting Up a Shopify Custom App To enable the integration, a custom app must first be created in your Shopify store. Navigating to the App Area Begin by logging into your Shopify account and choosing the “Apps” option from the dashboard. Building a Custom App Select the "Develop apps" option at the top of the screen to proceed. Authorize Custom App Creation To enable app creation, click "Allow custom app development." If this option is already enabled, continue to create the custom app. Generate Your App Click "Create an app" to begin developing the custom app. Enter App Information Name your app (e.g., "Marvel's App"), select your email in the App Developer field, and click "Create app" to proceed. Setting Up Admin API Permissions Once the app is created, configure the Admin API permissions. Grant Read Access for Orders To permit order access, enable "read_orders" under "Orders." Enable Product Read Permissions To grant the system access to your product data, enable "read_products" under "Products." Save Changes and Complete App Setup After configuring the required permissions, save your settings by clicking "Save" in the top right corner. Complete App Installation Next, click "Install app" to add it to your Shopify store and confirm the installation. Stage 2: Connecting Shopify with CRM After successfully creating the app, head to your CRM system. In the "Settings" menu, go to the "Integrations" tab and choose Shopify. Then, click "Connect." Provide Shopify Access Token In the provided fields, paste your Shopify "Admin API access token" and input your store's name, then click "Connect" to link your Shopify store. Handling Existing Shopify Links If the store has been linked before, the system will provide options to either remove the current connection or re-establish the integration in a different location. Utilizing Shopify’s Advanced Tools Once the integration is complete, leverage the CRM’s advanced Shopify features to optimize workflows and enhance store management. Automated Workflow Triggers The system allows you to automate actions with workflow triggers, like sending offers to customers who leave their checkout process incomplete. Email Builder with Cart Integration Build personalized emails using shopping cart elements to tailor your marketing efforts based on your customers' behavior.

This tutorial walks users through the process of integrating their Microsoft Outlook account with a CRM system. It aims to improve workflow by streamlining calendar synchronization, appointment handling, and day-to-day productivity. This guide is designed for everyone, from beginners to advanced users, and provides clear steps, examples, and troubleshooting solutions. When you sync your Outlook account with your CRM, you ensure seamless integration between your Outlook calendar and CRM appointments. This real-time synchronization allows for accurate reflection of all meetings and events, enhancing your organization’s scheduling efficiency and overall productivity. Steps to Connect Your Outlook Account Step 1: Go to Your User Profile Start by heading over to your CRM user profile, which you can access via the settings menu. Once inside, locate the Calendar Settings section to link your calendar for syncing appointments and checking availability. If no calendar is connected, your screen will resemble this: If you already have a calendar synced, it will look like the image below: To connect a new calendar, click the “+ Add New” button. Step 2: Initiate the Connection Select the ‘Connect’ option next to the Outlook calendar. You will then be redirected to the Microsoft login page. Step 3: Log into Your Microsoft Account Fill in your Outlook login information on the Microsoft page, ensuring all details are accurate. After logging in, allow the CRM access to your Microsoft account by providing the necessary permissions. Use Cases and Benefits Synchronizing Outlook with your CRM boosts productivity. For instance, if a client books an appointment online, that event is instantly updated in both your CRM and Outlook calendars, ensuring all your appointments are properly managed. It also makes rescheduling easier, as any changes made in one system are automatically updated in the other. Troubleshooting Tips Issue: Connection won’t start or fails. Fix: Double-check that you’re logged into both the CRM and Outlook correctly, and verify that your internet connection is stable. Issue: Appointments not syncing. Fix: Confirm that the necessary permissions were granted during the login process and verify that your CRM and Outlook accounts are properly linked in the user settings. FAQs Can I connect more than one Outlook account? No. The CRM system only allows for a single Outlook account to be linked per user profile. What if I update my Outlook password? You’ll need to re-link your Outlook account to the CRM if you change your password to avoid any disruptions in syncing.

If no fields from your Facebook form have been mapped yet, it’s crucial to map them to ensure a successful data sync. Before you begin the mapping process, make sure the necessary custom fields have already been created in the custom fields section of your CRM.   Facebook Form Field Details By showing the fields in your Facebook form, you get a clear view of the various data points collected through the form, allowing for easier management.    Assigning Fields In this stage, you’ll need to match the fields from your CRM with their counterparts in the Facebook form. Pay close attention to the bottom three fields, particularly the Email field, which must be properly matched between the platforms to ensure seamless data transfer.    Finalizing and Saving Settings After you have mapped the fields, make sure to click ‘Save’ to lock in your changes. This will ensure that your form fields operate smoothly and without issues moving forward.  

Overview: Linking your LinkedIn account with your CRM system facilitates the seamless transfer of lead data from LinkedIn lead forms to your CRM. This integration helps streamline lead tracking, minimizes manual data handling, and provides instant access for your sales team to act quickly on new leads. Step 1: Switch to Subaccount View Log into your CRM account and access the main dashboard. From the dropdown menu, choose the subaccount you want to work with. Step 2: Go to Integrations Open the "Settings" menu within the subaccount. Scroll until you find the "Integrations" option and click on it. Step 3: Link Your LinkedIn Account In the Integrations menu, locate the LinkedIn connection option. Click to connect your LinkedIn account and authorize the required permissions for the CRM to access your data. Step 4: Choose Ad Account & Lead Options After connecting, select which LinkedIn ad account you want to integrate. Choose your preference for syncing: old, new, or all leads from the chosen ad account. Step 5: Map Fields for Lead Transfer Align LinkedIn lead form fields (e.g., name, email) with the corresponding fields in your CRM. Verify that all necessary fields are mapped properly to ensure accurate data flow. Step 6: Activate Integration Once the field mapping is complete, activate the integration to begin automatically importing leads from LinkedIn to your CRM. Step 7: Set Up Lead Workflows Go to the "Automation" section and click on "Workflows." Create a new workflow or modify an existing one to include a trigger for LinkedIn lead submissions. Add actions such as tagging leads, updating opportunities, and sending follow-up emails or SMS to engage leads swiftly. Examples of Practical Use Automatic Lead Tagging: Automatically assign a specific tag (e.g., "LinkedIn") to leads for easy identification and follow-up. Opportunity Management: Set workflows to automatically create or update opportunities based on lead information, allowing your team to prioritize and track progress. Automated Communications: Send personalized messages (e.g., SMS or email) to new leads, offering them incentives or more information to boost engagement and conversion. Troubleshooting & Common Questions Integration Issues: Double-check that the permissions are correctly set in both your CRM and LinkedIn accounts. Ensure that field mapping has been done correctly. Leads Not Syncing: Confirm that the integration is active and that you have selected the correct ad account. If the problem persists, try with new leads to verify if the issue continues.

Maximizing Facebook Pixel in Your CRM Tools  The Facebook Pixel is an essential tool for monitoring user behavior on your website and fine-tuning your Facebook ad campaigns. When integrated into your CRM, you can capture key events like form completions, survey responses, and calendar appointments. This data provides valuable insights for audience analysis and campaign optimization. Prerequisites: Your unique Facebook Pixel ID Detailed Integration Steps: Step 1: Embedding Pixel into Forms Access the Form Builder: Go to the CRM's form creation and management section.  Choose a Form: Select the form that you want to integrate with Facebook Pixel.  Open Options: Click on the 'Options' button to configure settings for the selected form. Insert Pixel ID: Find the Pixel settings and input your Facebook Pixel ID. Save the Settings: Apply the changes to activate the Pixel for tracking. Step 2: Connecting Pixel to Surveys Navigate to Survey Builder: Find the area in your CRM where surveys are created.  Select a Survey: Pick the survey where you want to apply Facebook Pixel tracking.  Open the Survey Options: Click 'Options' to access settings. Enter Pixel ID: Add your Facebook Pixel ID under the Pixel section. Save Changes: Ensure the Pixel is integrated by saving your settings. Step 3: Adding Pixel to Calendar Appointments Go to Calendar Settings: In your CRM, navigate to calendar settings.  Edit Your Calendar: Select the pencil icon to modify the calendar.  Add Pixel ID: Input your Facebook Pixel ID into the designated field. Save Your Configuration: Confirm the integration by saving your edits. Common Issues and FAQs What if the Pixel ID isn’t saving? Double-check for extra spaces or incorrect characters. If necessary, refresh and try again. Can I use the same Pixel ID across multiple tools? Absolutely! One Pixel ID can track data from different forms, surveys, and calendars. What specific events are tracked? For forms and surveys, the 'Submit Application' event is captured, while 'Schedule' is recorded for calendars.

Step 1: Navigating the Zapier Platform Begin by logging into your Zapier account. For a more user-friendly experience, switch to the classic view. Step 2: Setting Up Lead Connector Integration In the Zapier interface, locate "Lead Connector" using the search feature. Select an event in Lead Connector to act as the trigger (e.g., pipeline stage update). Choose the corresponding action to occur based on the trigger (e.g., create or modify an opportunity, contact, or task). Step 3: Authorizing the Connection You will need to sign in and provide authorization for Lead Connector. An API key, located in your account settings, is required for this step. Follow the prompts to log into your CRM and complete the authorization process. Troubleshooting Common Login Issues If you experience any problems while logging in: Verify your API key is accurate. Make sure you're entering the correct login credentials. For further help, contact customer support. Expanding Integration Capabilities In addition to linking Lead Connector with Zapier, explore various other integrations for your CRM. For instance: Google Sheets: Automatically insert a row when a pipeline stage changes. Google Calendar: Schedule events based on CRM activities. Airtable, Google Drive, Google Forms: Discover countless integration possibilities to enhance your workflows. Common Questions (FAQs) Q: What if Lead Connector doesn’t appear in Zapier’s search? A: Double-check that you’re in the classic view and search again. If the issue persists, reach out to Zapier or support for assistance.

Using a unique email domain enhances the trustworthiness and reliability of your communications, boosts deliverability, and helps reduce the chances of being flagged as spam. However, as your email campaigns grow, you may encounter challenges. As recipients unsubscribe, as the volume of emails increases, or as campaigns run for longer durations, your primary domain may become overloaded, potentially triggering spam filters. The optimal solution is to distribute the email load across multiple subdomains. Prerequisite: Connecting Your Email Domains Before proceeding with the setup, ensure that you have connected at least two email domains. If this hasn't been done yet, please refer to our article titled "Complete Email Service Setup Guide" for detailed instructions on connecting your domains. Configuring Multiple Domains Navigate to the SMTP Service Section Go to the Email Services area within your settings and select the SMTP Service tab. From there, click on Dedicated Domain And IP. View Dedicated Domains and Domain Configuration You will be directed to a page displaying the Dedicated Domain and Domain Configuration tabs. By default, the Dedicated Domain tab will be visible, showing all the connected subdomains dedicated to email. To manage each domain’s settings, click on the three-dot icon next to the domain, where you can adjust its default name and email address. Setting Up Domain Usage for Campaigns and Workflows Switch to the Domain Configuration tab. Here, you can assign specific domains to be used for particular actions, such as campaigns or workflows. To select a domain, click on the downward arrow to open a drop-down menu and choose the relevant domains. Configure Frequency Settings In the Frequency Settings section, you can assign priorities to each domain and set the percentage of emails they will handle. Managing Domain Distribution You can connect up to five domains for each category and adjust them according to your needs. As you select a domain, the system will automatically save and update the frequency settings to ensure that the email load is evenly spread. By doing this, you’ll optimize deliverability, reduce the likelihood of your emails being flagged as spam, and increase your chances of landing in your recipients' inboxes. With this setup, your campaigns will be better equipped to handle large volumes, improving overall performance and deliverability.

The Google My Business (GMB) Chat widget serves as a direct communication tool between you and your clients, representing your business on your Google Business Page. Adding a profile picture can give your business a more personal touch. This guide will walk you through the process of uploading a profile picture for your GMB Chat widget using your CRM system. Steps to Update Your Profile Picture Access the Integrations Menu Start by navigating to the Integrations section within your CRM’s Settings tab. Modify Your Google Business Profile Settings Locate your Google Business Profile and click on the Change Settings option. Choose and Upload a New Profile Image Within the settings menu, scroll down to find the Profile Image section. Click the Choose File button, which will open your device’s file explorer, allowing you to select the desired image for your profile. Submit the Update Request After uploading your image, click on the Update button. This action will send a request to Google's support team for approval, which typically takes between 24 to 48 hours. Verify the Updated Profile Image Once the update is processed, visit your business listing on Google to confirm the new profile image. Your GMB Chat widget now has a friendly face, enhancing the user experience for your clients! By following these simple steps, you can personalize your GMB Chat widget, making your business more approachable and engaging to customers.

After linking your Google Accounts, you can tap into the full potential of Google My Business (GMB) directly within your CRM. This integration enables seamless management of GMB messages, allowing you to track and handle customer interactions in one place. Through call tracking, you can generate a dedicated tracking number tied to your GMB location, distinguishing customer calls from more organized conversations within the CRM—optimizing your communication process. When linking your Google Account for the first time, a window will pop up prompting you to select the GMB page you want to connect. If you didn’t select a page in the initial window, or if your page isn’t under the primary Google Account, click Connect to choose it manually. You can also use this method if you have multiple pages to manage. Once you’ve chosen the GMB account, click Connect to finalize the attachment to your CRM. If you encounter issues or want to disconnect the account later, simply click the Disconnect button. To change the connected page or add additional ones, click Manage Pages. This will bring up a list of all pages linked to the same Google Account. You can select multiple pages or add new ones by checking the box next to the desired account. If you’re using the Manage Pages view, the Connect button will change to Update.

In this comprehensive guide, we will walk you through solutions to common challenges you may face when publishing content on Google My Business (GMB). Key Factors for Successful GMB Posting Optimizing Image Formats and Dimensions Images are a critical component for driving engagement on platforms like GMB. To ensure your images display correctly, follow these essential guidelines: Use images in either JPG or PNG format. Image file sizes should fall between 10 KB and 5 MB. The minimum resolution requirement is 250x250 pixels. Always make sure the image is directly related to your product or business to maintain relevance. Confirming Your GMB Location Verification Before you're able to publish a post on GMB, it's important that your business location is verified. Once you've added your business details to GMB, double-check the verification status of your location. This can be done by accessing either the "Manage location" or "Social Planner" section, where you’ll see if your location is marked as "verified" or "unverified." Posting Restrictions for Businesses with Multiple Locations Businesses with more than 10 locations may face restrictions when attempting to post content. Google My Business imposes a limitation that prevents posting through the API for businesses with over 10 locations. If you encounter the error message, “This location belongs to a chain. The Local Post API is disabled for this location,” it’s due to this restriction. To address this, ensure that your posting efforts are limited to brands with fewer than 10 locations when performing integration. This will allow you to publish content without issue. By following these steps, you can avoid common obstacles and publish content effectively on Google My Business.

Simple Steps to Integrate Facebook Accessing the Integration Dashboard: Begin by navigating to the CRM platform’s settings. Head to the 'Integrations' tab to get started. Linking Your Facebook Account: Make sure you're logged into your Facebook account. Click on 'Connect,' then choose 'Edit Settings' to handpick specific pages for integration rather than clicking 'Continue.' After choosing your pages and setting the permissions, confirm the connection. Checking the Connection: If the integration isn't visible right away, refresh your browser to update the status. Handling Leads from Facebook Ads Once the integration is done, managing leads coming from Facebook becomes the next step. Creating a Facebook Lead Ad: Access Facebook Ad Manager and start a new lead generation campaign. Choose the lead generation campaign option. Build a lead capture form that includes fields like first name, last name, phone number, and email. Aligning Form Fields in CRM: Return to your CRM system and locate the new form under 'Facebook Form Field Mapping.' Check that the fields from the form are correctly linked to the CRM fields. Automating Lead Management Creating Automated Workflows: Set up a new trigger for when a Facebook form is filled out. Configure the automation to update opportunities, assign a contact tag, and enroll the lead into a follow-up campaign. Notifying Team Members: Add an automated action to send an SMS or email to the account owner or another designated contact. Use dynamic content like custom values to personalize notifications. Common Issues and Solutions Integration Visibility Issues: If the integration doesn’t show up right away, refresh the page or verify your Facebook settings. Form Field Mapping Errors: Double-check that all fields in your Facebook form align with the CRM fields. Incorrect mapping can result in lost data. Automation Misconfigurations: Review your trigger and automation settings to ensure leads are being correctly processed and added to the right nurturing campaigns.

By integrating your Google account with your CRM, you unlock a range of powerful tools that streamline your business operations. With a single sign-on, you can access Google Workspace (including Gmail SMTP), Google My Business, Google Ads, and Google Analytics. This integration allows you to conveniently manage all these services in one unified platform. After successfully linking your Google account, your dashboard will appear as shown in the image below: How to Sign in to Google and Connect Your Account To get started with Google integration, you will first need to sign in to your Google account. Click on the "Sign in" button, and you will be prompted to input your Google credentials (username and password). Once you have entered your details and they are verified, the system will redirect you back to the CRM. Choosing Your Google Analytics Account for CRM Integration After signing in, you will be able to choose the appropriate Google Analytics account to link with your CRM. To do this, click the dropdown menu and select the analytics account you wish to integrate. This ensures that your data and reports from Google Analytics will be synced with your CRM platform. Connecting the Correct Google Ads MCC Account To ensure the right Google Ads MCC (My Client Center) account is connected, you’ll need to verify the MCC account ID. Log in to your Google Ads account, navigate to the Customer ID section, and confirm the ID matches the one linked to your CRM. Once verified, confirm the information and finalize the connection between Google Ads and your CRM system.

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.

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.