Meta

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WhatsApp

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Prerequisites

To connect your WhatsApp account to Connect-CRM, you need the following:

• A Facebook business account with a linked WhatsApp Business account.

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Steps to Connect WhatsApp

1. First navigate to the Integrations section in Connect-CRM. You can find this in the main menu under Settings > Connect and manage integrations.
2. In the Integrations section, look for the WhatsApp integration and click on Connect.

3. You will be redirected to the Facebook authorization page. Log in with your Facebook account credentials.
4. Click on Get started.
5. Choose a Facebook Business profile that is linked to your WhatsApp Business account.

6. Review the permissions requested by Connect-CRM and click Continue to grant access.

7. Click on Finish.
8. Once authorized, you will be redirected back to Connect-CRM, and your WhatsApp account will be connected.

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Facebook Messenger

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Prerequisites

To connect your Facebook Messages account to Connect-CRM, you need the following:

• A Facebook Business account.

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Steps to Connect Facebook Messenger

1. First navigate to the Integrations section in Connect-CRM. You can find this in the main menu under Settings > Connect and manage integrations.
2. In the Integrations section, look for the Facebook Messenger integration and click on Connect.

3. You will be redirected to the Facebook authorization page. Log in with your Facebook account credentials.
4. Click on Get started.
5. Choose a Facebook Business profile.

6. Review the permissions requested by Connect-CRM and click Continue to grant access.

7. Click on Finish.
8. Once authorized, you will be redirected back to Connect-CRM, and your Facebook Messenger account will be connected.

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Instagram

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Prerequisites

To connect your Instagram account to Connect-CRM, you need the following:

• A Facebook Business account with a linked Instagram Business account.

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Steps to Connect Instagram

1. First navigate to the Integrations section in Connect-CRM. You can find this in the main menu under Settings > Connect and manage integrations.
2. In the Integrations section, look for the Instagram integration and click on Connect.

3. You will be redirected to the Facebook authorization page. Log in with your Facebook account credentials.
4. Click on Get started.
5. Choose a Facebook Business profile that is linked to your Instagram Business account.

6. Review the permissions requested by Connect-CRM and click Continue to grant access.

7. Click on Finish.
8. Once authorized, you will be redirected back to Connect-CRM, and your Instagram account will be connected.