Connecting Instagram (Social Posting)

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:

1. Switch from a personal account to a business account in your Instagram app settings.
2. Connect your Instagram business account with your Facebook account

To begin, navigate to the Social Planner section in your account, then click the “+ Socials” button.

After clicking "+ Socials", select the Instagram Account option.

Next, select whether to connect Instagram through Facebook or via direct integration. Be sure to review integration limitations before finalizing your choice.

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.

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.

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.