How to connect your Facebook & Instagram to the STS
Please note that until all of the necessary connections are complete we
won't be able to finalise your systems build. If you have any questions
please reach out to our ScalePro community here.
Step 1. Login to Facebook:
Log in to your Facebook account.
Step 2. Access Pages:
On the left-hand side, click on Shortcuts.
Click on the Pages icon (flag icon).
Step 3. Create or Select Business Page:
If you don’t have a business page, create one.
If you already have a business page, select it from the list.
Step 4. Switch to Business Page:
Click Switch Now to switch to your business page.
Step 5. Navigate to Settings:
On the left-hand side, click on Settings.
Click on Linked Accounts.
Select Instagram Account.
Step 6. Connect Instagram Account:
If your Instagram account is not connected, click to connect it.
If it is already connected but not working, disconnect and reconnect it.
A pop-up will appear for you to enter your Instagram login details.
Ensure that you enable the option to allow Instagram messages.
Step 7. Verify Connection:
Ensure that your Instagram messages are set to appear in your CRM's conversation section.
This integration allows all messages to be stored and managed within the system.
Step 8. Connect to Systemized to Scale:
Return to Systemized to Scale CRM.
Go to Settings and then Integrations.
Follow the prompts to connect your Facebook account.
Step 9. Select Business Page:
During the connection process, select the specific business page you created or chose earlier.
Make sure the page is correctly selected to ensure proper integration.
Step 10. Final Steps:
Wait a moment for Facebook to pair your Instagram with your Facebook account.
Log in and click Connect. A pop-up will appear allowing you to choose your Facebook account and the specific page.
By following these steps, you will successfully connect your Instagram account to your Facebook business page and integrate it with Systemized to Scale. This ensures all messages are consolidated and managed in one place, making your workflow more efficient.