You can follow your leads from your Facebook & Instagram:
- MyBasicCRM follows your Instagram or Facebook page and instantly receives any comments or form submissions
- MyBasicCRM creates a new lead record with the contact name, email address, phone number etc.
- You can assign automated tasks for the new leads
Please get in touch with us through support@mybasiccrm.com for Google Ads or LinkedIn integration needs.
ADDING NECESSARY TYPES
Let's suppose that you have a Facebook business page that is connected to your Instagram professional account.
Please refer to Facebook Business Help Center and Instagram Help Center to learn more about building a business profile and sharing between social networks.
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This integration will add new contacts from your social media as leads; therefore, you may want to add a new type of person to MyBasicCRM. Go to the'Contact / Client' menu and click 'Add New'. Click on the type field, and click on the 'Add/Delete Type' button. Add your new type, such as 'Social Media Lead' and save.
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You may assign automated tasks to your new leads; therefore, you may want to add a new type of task to MyBasicCRM. Go to the 'Activity / Task' menu and click 'Add New'. Click on the type field, and click on the 'Add/Delete Type' button. Add your new type, such as 'Social Media Comment' and save.
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ENABLING INTEGRATION
Go to MyBasicCRM account settings. Click on the 'Facebook-Instagram Integration' link and then click 'Start'. A pop-up window will open.
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Select your Instagram business account and relevant Facebook page: give necessary permissions to MyBasicCRM for accessing your leads' information.
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Activate the integration, select the type of lead and task to be created, and the user to be assigned. Save your settings.
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MyBasicCRM will create a new 'Social Media Lead' record after you get interactions for your posts. 'Social Media Comment' task will be created and assigned to the relevant user.
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