The Social Planner gives you the ability to add your Instagram business or creator accounts to your CRM. If you have not converted your Instagram personal profile to a business profile, you need to perform the two steps below:
- Switch from a personal account to a business account in your Instagram app settings.
- Connect your Instagram business account with your Facebook account.
Connecting your Instagram #
To begin, navigate to the Social Planner section in your account, then click the “+ Socials” button.
After clicking “+ Socials,” select the Instagram account option and choose whether to enable automatic post syncing. When enabled, this feature will sync posts published directly to the account, including content from the past 30 days and all new posts moving forward.
Next, select whether to connect Instagram through Facebook or via direct integration. Be sure to review integration limitations before finalizing your choice.
Instagram with Facebook #
To connect your Instagram Account through Facebook, log in to your Facebook account and provide the required permissions for Social Planner. Make sure you use the Facebook account that has the Instagram Business Account connected to it. Type in the relevant details and click on Log In.
Note: If the Instagram Business Profile is not yet verified, it means that the Instagram Business Account is not connected to any Facebook page. This is a requirement from Facebook to post.
Next, select the Instagram Profile(s) you’d like to connect by clicking Add. Once connected, you’ll be able to check the account and schedule posts.
Direct Instagram Integration #
To connect your Instagram Account directly, enter the account credentials in the provided fields, then click Log in.
You will then be prompted to review and adjust the permissions, if required. Once set, click Allow to continue.
Next, select the Instagram Profile(s) you’d like to connect by clicking Add. Once connected, you’ll be able to check the account and schedule posts.
Connecting your Instagram profile allows you to reach greater audiences by simplifying the posting process. Scheduling posts and controlling your social media from the Social Planner in your CRM will remove a weight from your shoulders, instead giving you the space to plan and let your content speak for itself.
Frequently Asked Questions #
What type of Instagram account can I connect? #
You can connect Instagram business or creator accounts. If you have a personal profile, you must first switch it to a business account and link it to your Facebook account.
What are the two ways to connect Instagram? #
You can connect Instagram through Facebook or via direct integration. Review the integration limitations before choosing your method.
What is automatic post syncing? #
When enabled, automatic post syncing imports posts published directly to the account, including content from the past 30 days and all new posts going forward.
Why is my Instagram Business Profile not verified? #
An unverified profile usually means the Instagram Business Account is not connected to a Facebook page, which Facebook requires in order to post.
Which Facebook account should I use to connect Instagram? #
Use the Facebook account that has the Instagram Business Account connected to it, and grant the required permissions during login.
What can I do once Instagram is connected? #
Once connected, you can check the account and schedule posts directly from the Social Planner in your CRM.
