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Social Media Guide
Social Media Manager

Social Media Integration Guide

Step-by-step instructions to connect Facebook Pages, Instagram Business, LinkedIn Company Pages, Twitter/X, Telegram Channels, and YouTube to your CRM.

Facebook Page & Instagram Business

Connect your Meta Developer App to publish posts, manage comments, and track analytics for Facebook Pages and Instagram Business accounts.

1

Prerequisites

Before you begin, make sure you have:

  • A personal Facebook account with admin access to the Facebook Page
  • An Instagram account set to Professional (Business or Creator) and linked to the Facebook Page
  • A Meta Developer account
  • HTTPS CRM domain, Privacy Policy URL, Terms of Service URL, and Data Deletion URL
Important: Instagram Business API only works through a connected Facebook Page. If your Instagram is not linked to a Page, the CRM cannot connect it.
2

Create Meta Developer App

  1. Go to developers.facebook.com and login
  2. Click "My Apps" → "Create App"
  3. Select a suitable app type for social media integration
  4. Enter app name and contact email
  5. Link to your Meta Business Portfolio if prompted
  6. Click Create App
3

Get App ID & App Secret

  1. In your Developer App, go to App Settings → Basic
  2. Copy the App ID
  3. Click "Show" next to App Secret, enter your Facebook password, and copy it
  4. In CRM, go to Social Media → API Settings
  5. Paste both values under the Facebook section and click Save
Security: Never expose the App Secret in frontend code. Store it securely on the server side only.
4

Configure App Domain & Website

  1. In App Settings → Basic, add your CRM domain under App Domains (e.g., yourdomain.com)
  2. Add your Privacy Policy URL, Terms of Service URL, and Data Deletion URL
  3. Add the website platform if required
  4. Click Save Changes
Note: Production URLs must use HTTPS. HTTP or localhost URLs are only for development.
5

Configure Facebook Login / OAuth

  1. In your Developer App, add or open the Facebook Login product
  2. Go to Facebook Login → Settings
  3. Enable Client OAuth Login and Web OAuth Login
  4. Open your CRM → Social Media → API Settings
  5. Copy the Facebook OAuth Redirect URL shown there
  6. Paste it into Valid OAuth Redirect URIs in the Meta Developer App
  7. Click Save Changes
Critical: The callback URL must exactly match — including http/https, trailing slashes, and casing. Even a single character difference causes OAuth failures.
6

Required Permissions

Go to App Review → Permissions and Features and request Advanced Access for each permission below:

PermissionPurposeRequired For
pages_show_listShow managed Facebook PagesPage selection
pages_read_engagementRead page content/engagementAnalytics & inbox
pages_manage_postsPublish scheduled postsPublishing
pages_manage_metadataManage webhooks/settingsSetup
instagram_basicRead Instagram profile infoInstagram connection
instagram_content_publishPublish Instagram contentInstagram posting
instagram_manage_commentsManage Instagram commentsInstagram inbox
public_profileGet user basic infoLogin
emailGet user emailLogin
7

Connect Instagram to Facebook Page

  1. Open your Facebook Page → Settings
  2. Go to Linked Accounts or the Instagram section
  3. Click Connect Instagram and login
  4. Ensure your Instagram is a Professional account (Business or Creator)
  5. Confirm the connection
8

Connect Account from CRM

  1. In CRM, go to Social Media → Accounts
  2. Click Connect Account → choose Facebook or Instagram
  3. Click Authorize Connection
  4. Login with the Facebook account that has Page admin access
  5. Select the required Page and grant permissions
  6. Confirm the account appears in your Social Media → Accounts list
Done! Your Facebook Page and Instagram Business account are now connected. You can start publishing and scheduling posts!
Troubleshooting — Facebook & Instagram
ProblemPossible ReasonSolution
Login redirect errorCallback URL mismatchCopy exact OAuth URL from CRM and paste in Meta
App ID invalidWrong App IDRe-copy from App Settings → Basic
Page not showingNot a Page adminLogin with the Page admin account
Instagram not showingNot connected to Facebook PageConnect Instagram to Page first (Step 7)
Cannot publish postsMissing permissionRequest pages_manage_posts or instagram_content_publish
Works only for adminApp in development modeSwitch app to Live Mode after approval

Telegram Channel / Group

Create a Telegram Bot and connect your Channels or Groups for content publishing.

1

Prerequisites

  • A Telegram personal account
  • Admin access to the Channel or Group you want to connect
  • Ability to message @BotFather on Telegram
2

Create a Telegram Bot

  1. Open Telegram and search for @BotFather
  2. Start a chat and send /newbot
  3. Provide a Name for your bot
  4. Provide a unique Username (must end in bot, e.g., my_crm_bot)
  5. BotFather will give you a Bot Token (e.g., 123456:ABC-DEF1234ghIkl-zyx57W2v1u123ew11)
  6. Copy this token securely
3

Add Bot to Channel / Group as Admin

  1. Go to your Telegram Channel/Group settings → Administrators
  2. Click Add Admin and search for your bot's username
  3. Add it as an administrator with Post Messages permission
4

Get Your Chat ID

  1. Forward any message from your channel/group to @RawDataBot or @userinfobot
  2. The bot will reply with details — look for the id field under chat
  3. Copy the Chat ID (usually starts with -100... for channels/groups)
5

Connect from CRM

  1. Go to Social Media → Accounts → Connect Account → Telegram
  2. Paste your Bot Token and Chat ID
  3. Click Connect / Save
Done! Your Telegram Channel/Group is now connected for content publishing.
Troubleshooting — Telegram
ProblemPossible ReasonSolution
Messages not deliveringBot is not an adminAdd bot as admin with posting rights
Chat ID not foundWrong formatInclude the minus sign (-100...)
Invalid token errorToken copied incorrectlyCopy exact token from @BotFather without extra spaces

LinkedIn Company Page

Connect your LinkedIn Developer App to publish posts to Company Pages.

1

Prerequisites

  • LinkedIn personal account with admin access to the Company Page
  • HTTPS CRM domain
2

Create LinkedIn Developer App

  1. Go to LinkedIn Developer Portal and sign in
  2. Click My Apps → Create App
  3. Fill in App Name, link to your LinkedIn Company Page, upload a logo
  4. Agree to terms and click Create App
3

Request Required Products

  1. In your App dashboard, go to the Products tab
  2. Request Sign In with LinkedIn using OpenID Connect
  3. Request Share on LinkedIn
  4. Wait for approval (usually instant for standard products)
4

Configure OAuth Redirect URL

  1. Go to the Auth tab in your App
  2. Under OAuth 2.0 settings, find "Authorized redirect URLs"
  3. Add your CRM's OAuth Callback URL (found in CRM → Social Media → API Settings)
  4. Save settings
The redirect URL must exactly match your CRM's domain. Ensure it uses HTTPS.
5

Get Client ID & Client Secret

  1. In the Auth tab, find Application credentials
  2. Copy the Client ID
  3. Reveal and copy the Client Secret
6

Connect from CRM

  1. Go to Social Media → API Settings and paste Client ID / Secret under LinkedIn, then Save
  2. Go to Social Media → Accounts → Connect Account → LinkedIn
  3. Sign in with the LinkedIn account that has Page Super Admin access
  4. Grant permissions to complete authorization
Troubleshooting — LinkedIn
ProblemPossible ReasonSolution
OAuth redirect errorCallback URL mismatchEnsure redirect URL matches exactly (including https)
Cannot post to pageMissing API productsRequest "Share on LinkedIn" in developer portal
Page not showingNot an adminEnsure Super Admin access to Company Page

Twitter / X

Connect your Twitter Developer App to publish tweets and manage your X account.

1

Prerequisites

2

Create Twitter Developer App

  1. Go to the Twitter Developer Portal
  2. Sign up for a Free or Basic tier developer account
  3. Under Projects & Apps, create a new Project and App
  4. Give your App a unique name
3

Configure User Authentication

  1. In App settings, find User authentication set up → click Edit
  2. Enable OAuth 2.0
  3. Under Type of App, select Web App, Automated App or Bot
  4. Under App permissions, select Read and write
4

Configure Callback URL

  1. Under Callback URI / Redirect URL, enter your CRM OAuth callback URL (from CRM → Social Media → API Settings)
  2. Under Website URL, enter your main domain
  3. Save settings
5

Get Client ID & Client Secret

  1. Go to the Keys and tokens tab
  2. Find OAuth 2.0 Client ID and Client Secret
  3. Copy both values
Important: Use the OAuth 2.0 Client ID/Secret, NOT the Consumer Keys (API Key and Secret).
6

Connect from CRM

  1. Go to Social Media → API Settings and paste under Twitter section, then Save
  2. Go to Social Media → Accounts → Connect Account → Twitter
  3. Authorize via the Twitter popup
Troubleshooting — Twitter
ProblemPossible ReasonSolution
Authentication failedUsing wrong keysUse OAuth 2.0 keys, not API Consumer Keys
Cannot post tweetsRead-only permissionsSet permissions to "Read and write"
Redirect URI mismatchCallback URL errorVerify exact callback URL from CRM is in the dev portal

YouTube Data API v3

Connect your YouTube Channel via Google Cloud Console for video publishing and management.

1

Prerequisites

2

Google Cloud Console Setup

  1. Go to Google Cloud Console
  2. Create a New Project
  3. Search for YouTube Data API v3 and click Enable
3

Configure OAuth Consent Screen

  1. Go to APIs & Services → OAuth consent screen
  2. Choose External User Type → Create
  3. Fill in App name, support email, and developer contact email
  4. Optionally add YouTube API scopes
  5. Add test user emails (required while app is in "Testing" mode)
  6. Click Save and Continue through all steps
4

Create OAuth Credentials

  1. Go to APIs & Services → Credentials
  2. Click + Create Credentials → OAuth client ID
  3. Select Web application
  4. Under Authorized redirect URIs, add your CRM's callback URL
  5. Click Create
  6. Copy the Client ID and Client Secret
5

Connect from CRM

  1. Go to Social Media → API Settings and paste under YouTube section, then Save
  2. Go to Social Media → Accounts → Connect Account → YouTube
  3. Authorize via the Google popup
Troubleshooting — YouTube
ProblemPossible ReasonSolution
"App not verified" errorConsent screen in Testing modeOnly added test users can authenticate. Publish the app for public access.
Redirect URI mismatchCallback URL errorEnsure exact redirect URI matches in Google Cloud Console
API not enabledYouTube Data API v3 not turned onSearch and enable the API in your Cloud project