Setting Up Facebook and Instagram Messaging
Connecting Facebook and Instagram for Messaging
This guide will walk you through connecting your Facebook Page and Instagram Business Account to the CRM. Once connected, you can manage all your conversations directly from the CRM platform.
Facebook Page Messaging Setup
To enable messaging from your Facebook Page, follow these steps:
- Grant CRM Permissions: The CRM application must have permission to send and access messages for your page. You can manage this in your Facebook settings under the Business Tools section.
- Verify User Account Permissions: Ensure your personal Facebook user account has full control of the page, including message access permissions. This is managed in your Facebook Business Settings.
- Enable in CRM: Inside the CRM, navigate to Settings > Integration > Facebook and ensure that Facebook Messenger is enabled in the settings.
Instagram Messaging Setup
To enable messaging from your Instagram Business Account, follow these steps:
- Grant CRM Permissions: The CRM application must have permission to send and access messages for your connected Instagram account. This is managed in the same Business Tools section of your Facebook settings.
- Verify Instagram Account Permissions: In your Facebook Business Settings, confirm that your Instagram account is set up to send and receive messages.
- Check Connected Assets: Ensure your Instagram account is listed as a connected asset for the Facebook Page it is linked to.
- Enable in CRM: Finally, inside the CRM, go to Settings > Integration > Facebook and make sure Instagram messaging is turned on in the settings.