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Integrate HelpCrunch with Facebook and Instagram

Connect your company's Facebook Pages and Instagram Business accounts to HelpCrunch for seamless customer support integration
Written by Nick
Updated 3 weeks ago

Facebook integration allows you to manage your customer queries coming from Facebook Pages and Instagram Business accounts right from your HelpCrunch Inbox. In this way, you can open up new channels of communication to your customers and show that you are available for them through their most favored communication tool.

The integration supports:
- direct messages to your Facebook Pages
- direct messages, story mentions, and story replies to your Instagram Business accounts
Before connecting Facebook Pages:
Make
sure you are an administrator for Facebook Pages you want to connect.

Before connecting Instagram:
1. Your Instagram account has to be switched to a Professional (Business) Account →
How to set up a Business Account on Instagram
2. Your Instagram account has to be associated with your Facebook Page →
How to connect the Facebook Page to your Instagram Business account
3. Make sure you are an administrator for Facebook Page your Instagram account connected to.

Connect Facebook Pages and Instagram Business accounts to HelpCrunch


1. In your HelpCrunch account navigate to Setting → Channels → Facebook and click 'Connect Facebook'.

Stay on the Facebook settings page during the process.


2. Log into your Facebook profile or/and click ‘Continue as {Your name}’:


3. On the screen ‘Which Instagram Business accounts do you want to use with HelpCrunch? select the Instagram account you want to connect and click ‘Next’. Skip selecting if you don’t need the integration with Instagram.

If there is no account you want to connect, refer to ‘Before connecting Instagram’.


4. On the screen ‘What Pages do you want to use with HelpCrunch?’ select Facebook Pages you want to connect.

If you selected an Instagram account on the previous screen you need to select the Facebook Page this account is connected to as well.


5. On the screen ‘What is HelpCrunch allowed to do’ allow all possible permissions:

Allow all possible permissions for HelpCrunch during the connection process. Other-way the integration will not be working.


6. On the screen 'You've now linked HelpCrunch to Facebook’ click ‘OK’:


That’s all. You can test the integration by writing a message to the connected Pages and accounts.

Disconnect Facebook Pages and Instagram accounts

If you need to disconnect some Pages or accounts and do not receive messages from them, just switch off them on the list:

If you need to disconnect all Pages and accounts permanently, click ‘Disconnect’:

Please, take note that disconnecting Facebook Pages and Instagram accounts will close all chats from these Pages and accounts.

Manage Facebook and Instagram messages from your Inbox

All Facebook and Instagram chats land into your inbox in the same way as regular chats. You can assign them to your team manually or automatically, change status, send files and knowledge base articles, etc.

You can easily differentiate Facebook and Instagram chats from the others as we mark them with the related icons.

For your convenience, we also create a separate Facebook inbox where you can find all of your Facebook and Instagram conversations.

2 differences in managing Facebook and Instagram chats:


1. You can only have one active chat with a Facebook or Instagram user at a time, the most recent one. You can't reopen one of the previous chats or start a new chat with a user if another active chat exists.

Active chat means the chat with one of the following statuses: New, Open, Pending, or On-hold.

2. You will have only 7 days to respond to this user after their last interaction.

The last user interaction can be:

  • User sends a message to the Page
  • User clicks a call-to-action button like Get Started within a Messenger conversation
  • User clicks on a Click-to-Messenger ad and then starts a conversation with the Page
  • User starts a conversation with a Page via a plugin, such as Send to Messenger plugin or the Checkbox plugin
  • User clicks on an m.me link with a ref parameter on an existing thread
  • User reacts to a message.
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