All Cheat Sheets
Phone & Messaging20 minBeginner

Facebook and Instagram in one inbox, zero missed DMs

Connect your Meta pages so every DM, comment, and lead form lands in GHL Conversations where it gets answered, tagged, and followed up like a real lead.

  1. 1

    Connect the accounts

    Settings, then Integrations: connect Facebook with the account that admins your business page, approve every permission it asks for, and select the right page. Instagram connects through the same flow (the IG account must be professional and linked to the page).

  2. 2

    Confirm DMs flow in

    Send your page a test DM from a personal account. It should appear in Conversations within a minute. If not, recheck page selection and permissions.

  3. 3

    Map lead forms

    If you run lead ads, map each Facebook form’s fields to GHL fields under the integration’s form mapping so ad leads become complete contacts, not name-only stubs.

  4. 4

    Tag the source

    Route Meta conversations through a workflow that tags src-facebook or src-instagram so reporting can tell you which channel pays.

  5. 5

    Set response expectations

    Meta counts response time. Wire an instant acknowledgment for after-hours DMs, then have a human take over inside the messaging window.

Do it with Claude

Claude reads and replies to FB and IG threads through the MCP conversations tools (with your approval per message). Ask it each morning for unanswered DMs older than an hour.

Watch out for

  • Connecting with a personal account that lacks page admin, which breaks silently later.
  • Lead ads mapped to no fields, producing contacts with nothing but a name.