Social Posts Integration with FAB CRM

Overview

Social Posts integration enables the CRM to manage and schedule social media posts.

It allows businesses to create, schedule, and publish content across social platforms directly from the CRM, ensuring a consistent and efficient social media workflow.

Prerequisites

Ensure the following before starting the integration:

• Active social media management account
• Access to API services
• Required credentials
• Admin access to FAB CRM
• Stable internet connection

Important Note (Credentials)

All required credentials (Workspace ID, Access Token) are generated after account setup and API access configuration.

• Use testing credentials (if available) for initial setup
• Use production credentials for live usage.
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Credentials Required

Enter the following details during configuration:

• Workspace ID
• Access Token

How It Works

1. User creates or schedules a social media post in CRM
2. CRM sends the request to the social media service
3. The service processes the request
4. Post is scheduled or published
5. CRM reflects the status of the post

Flow:

User Action → CRM → Social Platform → Response → CRM Display

Configuration Steps

After successfully logging in to the CRM system, follow the steps below to configure Social Posts:

1. Navigate to the App module
2. Go to:Workspace → App & Integration → App
3. Search for Social Posts. Click on Configure

Screen-Step to Access App

4.Enter the required details:

• Name (default: Social Posts)
• Workspace ID
• Access Token

5.Click on Save.

Screen- App Configuration

Validation Outcome

After completing the configuration:

• The system validates the entered credentials
• If credentials are correct, the integration is activated
• If credentials are incorrect, validation fails
• Once validated, users can start scheduling and managing posts