How to Integrate Facebook & Instagram

Integrating your Facebook and Instagram accounts with Aesthetix CRM allows you to seamlessly manage social media interactions and leads within your CRM system. Follow these simple steps to set up the integration.

Why Integrate Your Facebook and Instagram Accounts with Aesthetix CRM?

  • Send and Receive Facebook messages and Instagram direct messages via the Inbox

  • Receive Facebook Lead Forms

  • Access Reporting on Facebook Ads

Step-by-Step Guide:

  1. Access the Settings Menu:

    • From the left-hand menu of Aesthetix CRM, click on Settings.

  2. Navigate to Integrations:

    • Within the Settings menu, scroll down and click on Integrations.

  3. Connect Facebook and Instagram:

    • In the Integrations section, you will see the Facebook and Instagram icons.

    • Click the Connect button next to these icons.

  4. Approve Access:

    • Continue with the process and approve access permissions.

    • You’ll be asked to give full access to Lead Connector, which is the app Aesthetix CRM uses within Meta Business Suite.

  5. Select the Facebook Page:

    • Choose the Facebook page you want to link.

    • After selecting the page, connect both your Facebook and Instagram accounts.

  6. Confirm Integration:

    • Once the accounts are connected, direct messages from both Facebook and Instagram will be filtered into your Aesthetix CRM inbox.

Optional: Connect Your Advertising Account

If you want to link your advertising account, you can do this in the same area. Connecting your ad account will ensure that Facebook lead forms map directly into Aesthetix CRM.

How-To Video:

Watch the video below for a step-by-step on how to integrate your Facebook and Instagram account with Aesthetix CRM.

If you have any difficulties connecting your Facebook & Instagram accounts, view the common help articles below to Troubleshoot:

Still Need Help?

If you have any questions or need support, simply click the icon in the bottom right corner of your screen to send us a message. We’re always happy to assist!

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