Connecting Instagram Accounts to Lead Gen & CRM

Lead Gen & CRM allows you to post to your social media accounts—but only after you connect your social media accounts to Lead Gen & CRM.

This article will detail how to connect and delete Instagram connections in Lead Gen & CRM.

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Article Contents

• Regarding Instagram Business Accounts and Facebook Pages
• Connecting Instagram to Lead Gen & CRM
• Editing Connection Settings
• Disconnecting Lead Gen & CRM from Instagram and Facebook
• Deleting Social Media Account Connections 
• Tokens and Reconnecting

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Settings

Users:

Administrators	✓
Company Managers
Marketing Managers
Sales Managers
Salespersons
Jr. Salespersons

Regarding Instagram Business Accounts and Facebook Pages

You can connect Instagram Business accounts to Lead Gen & CRM. These types of Instagram accounts can be connected as necessary. However, Instagram connections require a Facebook Page account.

This means that, in order to connect Instagram to Lead Gen & CRM, you must use an Instagram Business account that is also connected to a Facebook Page.

Refer to the following external Instagram documentation for information on connecting the two platforms:

• Set Up a Business Account on Instagram
• Add a Facebook Page to Your Instagram Business Account
• Add or Change the Facebook Page Connected to Your Instagram Business Account

Connecting Instagram to Lead Gen & CRM

Once you have connected your Instagram Business and Facebook Page accounts, you can connect them to Lead Gen & CRM.

To access social media settings in Lead Gen & CRM and connect Facebook and Instagram, do the following:

1. Click Settings in the top toolbar.
2. Click Social Media, located under Features in the left menu.
3. Click Add Connection in the pop-up window that appears.
4. Click    Instagram.
5. Log in to your Facebook Page account in the window that appears.
6. Click Continue as.
7. Click the checkbox next to your desired Instagram Business account.
8. Click the checkbox next to your desired Facebook Page account.
9. Click Next.
10. Set all of the What is Lead Gen & CRM allowed to do? toggles to Yes. 
11. Click Done.
12. Click OK.
13. Click the checkbox next to your desired Instagram Business account.
14. Click Done.
    
    

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Important: Ensure all of the displayed toggles are enabled. Lead Gen & CRM asks for only the permissions needed for the feature to work. If you are already logged in, you will be taken to the first permissions page. If you change your password, you will need to re-establish your social media connection.

Editing Connection Settings

There may come a time when you need to edit the connection between Facebook, Instagram, and Lead Gen & CRM. Connection settings are edited through Facebook.

To edit connection settings, do the following:

1. Open a new tab in your web browser.
2. Log in to your Facebook Page account in that browser tab.
3. Click    Profile Settings > Settings and Privacy > Settings in the top-right corner of Facebook.
4. Click Business Integrations in the left panel.
5. Click View and Edit next to the Lead Gen & CRM app.
6. Configure settings as desired.
7. Click Save.

Important: Disabling permissions may result in the Instagram connection not working correctly. 

Deleting Social Media Account Connections 

You can delete connections between Lead Gen & CRM and your social media accounts as necessary.

Be aware that, in order to connect previously connected accounts, you will need to connect them as though they were a new connection.

To delete social media account connections, do the following:

1. Click  Settings in the left toolbar.
2. Click Social Media, located under Features in the left menu.
3. Hover over the social media account to be deleted. 
4. Click    Delete.
5. Click Delete.
6. Repeat as necessary.
   
   

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Important: When deleting social media account connections, be aware that the following items associated with this social profile will no longer function:

   •   Scheduled posts
   •   Listening feeds
   •   Content Calendar history
   •   Automation
   •   Lead scoring rules

Tokens and Reconnecting

As Instagram requires Facebook, be aware that Facebook connections are based on tokens. Those tokens expire after 60 days. When they do, you will need to reconnect your account.

As a preventative measure, email will be sent out to all administrators on the account 7 days before the connection is going to expire. The connections in the Social Media Settings page will also display About to Expire.

Scheduling posts more than 60 days in advance runs the risk that your connection will expire before those posts can be published. Lead Gen & CRM recommends only scheduling 60 days out to ensure that all posts you schedule are published.

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