Quick start
- Head over to Settings and click on Integrations.
- Click on Connect under the Facebook & Instagram section.
- Log in to Facebook and choose your specific Facebook page (make sure it is the one already connected to your Instagram account).
Follow the detailed steps below to complete the setup.
You just launched a killer social media ad campaign for your highest-paying client. The creative is crushing it, and the DMs are flooding in. People are messaging the Facebook page, replying to Instagram stories, and asking for booking links. You feel like an absolute marketing genius.
But your sales rep is losing their mind. They are frantically tabbing between the Facebook Business Manager, the Instagram app on their phone, and your CRM trying to keep up. A hot prospect messages on Instagram asking for a price sheet, but your rep misses the notification because they were busy answering a Facebook message. By the time they reply three hours later, the prospect has already bought from a competitor.
You cannot scale an agency if your communication channels are completely fragmented. HighLevel fixes this instantly by letting you connect Facebook and Instagram Messenger directly into a single, unified CRM inbox. You can engage with customers faster and stop letting high-ticket deals slip through the cracks. Let us centralize your messaging right now.
Part 1: Connect Facebook & Instagram to Your CRM
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Head over to Settings and click on Integrations.
- Click on Connect under the Facebook & Instagram section.
- Log in to Facebook and choose your specific Facebook page (make sure it is the one already connected to your Instagram account).
- Click Connect Facebook & Instagram.
- Lastly, hit Sync Leads to pull your data into the system.
Part 2: Understand How Contacts Are Created
Stop worrying about creating messy duplicate records when people message you.
- When someone messages your business on Facebook or Instagram for the very first time, HighLevel automatically creates or updates a contact based on your Contact Deduplication Preferences.
- If that person later shares an email or phone number that matches an existing contact in your database, and Allow Duplicate Contact is turned off, HighLevel automatically merges the messenger contact into that existing record. You keep one clean, complete profile.
- Note: If Allow Duplicate Contact is turned on, the automatic merge will not run, and you might end up with separate contact records for the same person.
Part 3: Verify Your Instagram Link
If your Instagram messages are not flowing properly into the CRM, you need to ensure Instagram is fully linked to your Facebook page natively.
- Navigate to your Facebook account and log in to your page.
- Click on Account and then Settings.
- Use the search bar to find Linked Accounts.
- Select Instagram and click Connect.
- Keep the toggle turned on to explicitly enable Instagram messages to appear in your inbox.
- Authenticate your Instagram login credentials to finalize the bridge.
Centralizing your social media DMs into one inbox guarantees your team never misses a message and keeps your speed-to-lead absolutely razor sharp.
Frequently Asked Questions
How do I connect Facebook & Instagram to my CRM?
Ready to streamline this? Here is exactly how to do it in 60 seconds: Head over to Settings and click on Integrations. Click on Connect under the Facebook & Instagram section. Log in to Facebook and choose your specific Facebook page (make sure it is the one already connected to your Instagram account). Click Connect Facebook & Instagram. Lastly, hit Sync Leads to pull your data into the system.
How do I understand How Contacts Are Created?
Stop worrying about creating messy duplicate records when people message you. When someone messages your business on Facebook or Instagram for the very first time, HighLevel automatically creates or updates a contact based on your Contact Deduplication Preferences. If that person later shares an email or phone number that matches an existing contact in your database, and Allow Duplicate Contact is turned off, HighLevel automatically merges the messenger contact into that existing record. You keep one clean, complete profile. Note: If Allow Duplicate Contact is turned on, the automatic merge will not run, and you might end up with separate contact records for the same person.
What should I know about verify Your Instagram Link?
If your Instagram messages are not flowing properly into the CRM, you need to ensure Instagram is fully linked to your Facebook page natively. Navigate to your Facebook account and log in to your page. Click on Account and then Settings. Use the search bar to find Linked Accounts. Select Instagram and click Connect. Keep the toggle turned on to explicitly enable Instagram messages to appear in your inbox. Authenticate your Instagram login credentials to finalize the bridge. Centralizing your social media DMs into one inbox guarantees your team never misses a message and keeps your speed-to-lead absolutely razor sharp.
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