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Connecting Instagram Accounts to Lead Gen & CRM

Article: 000050619
Updated: July 16, 2024

Add or manage an Instagram connection via your Lead Gen & CRM Settings

Connect an Instagram Business account to Lead Gen & CRM so that you can begin posting directly to it from the content calendar and monitor activity via your social listening feed.

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


Article Contents


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:



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.
  2. Click Social Media, located under Features in the left menu.
  3. Click Add Connection in the pop-up window that appears.

    Add a new social media connection
     
  4. Click  instagram.png  Instagram.

    Select Instagram
     
  5. Log in to your Facebook Page account in the window that appears.

    Log into your facebook account
     
  6. Click Continue as.

    Continue As
     
  7. Choose to opt in to all current and future Facebook pages or current pages only. If you choose current pages only, select the pages you'd like to connect. 
  8. Click Continue.

    Select pages to opt in
     
  9. Choose to opt in to all current and future Instagram accounts or current accounts only. If you choose current accounts only, select the Instagram account(s) you'd like to connect. 
  10. Click Continue.

    Select Instagram accounts to opt in
     
  11. Review the permissions and click Save.

    Review permissions
     
  12. Click Got it.

    Instagram Connected Confirmation
     
  13. Click the checkbox next to your desired Instagram Business account.
  14. Click Done.

    Select Instagram Business account to connect


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, log in to your Facebook Page account:

  1. Click  12personas.png  Profile Settings > Settings and Privacy > Settings in the top-right corner of Facebook.
  2. Click Business Integrations in the left panel.
  3. Click View and Edit next to the Lead Gen & CRM app.
  4. Configure settings as desired.
  5. Click Save.

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



Disconnecting Lead Gen & CRM from Facebook and Instagram

You can remove Lead Gen & CRM as a connected app in Facebook at any time.

To remove Lead Gen & CRM as a connected app in Facebook, do the following:

  1. Within your Facebook account, click  12personas.png  Profile Settings > Settings and Privacy > Settings in the top-right corner.
  2. Click Business Integrations in the left panel.
  3. Click the checkbox next to the Lead Gen & CRM app. 
  4. Click Remove.
  5. Optionally, click the Delete posts... checkbox.
  6. Optionally, click the Send notification... checkbox.
  7. Click Remove.

Important: Disconnecting Lead Gen & CRM from Facebook does not remove the social media connection. You will need to also delete the individual social media connection in Lead Gen & CRM social media settings page



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 and click  trash.png  Delete.

    Delete Instagram Connection
     
  4. Click Delete.

    Delete Instagram Connection Confirmation
     

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.

Social account connection expiring

 


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