Overview
Inbound Social connects and manages the selected client's own Facebook, Instagram, LinkedIn, and X accounts. Connections and post history are deal-scoped and separate from SalesHive's CRM Marketing accounts.
How to use this page
Confirm the client scope
Employees use the Client Switcher to choose the client. Clients see only their own accounts. The heading identifies the selected client, and this page never mixes client connections with SalesHive's company accounts.
Connect a provider
Select Connect on the Meta, LinkedIn personal, LinkedIn company pages, or X card, then complete that provider's authorization. Use Setup instructions on employee views when you need the redirect details.
Refresh connected accounts
The Connected accounts section shows active or reconnect-needed status and post counts. Select Refresh after completing an OAuth flow or when you need the latest account state.
Test a connected account
Select Test post on an account, enter the post text, and optionally add a link or image. Instagram requires an image. Select Publish now only when you intend to publish a real post to that live account.
Review or disconnect
Recent posts shows the account, time, source, and posted or failed status, with a link when the provider returns one. Select the account's disconnect control to remove its connection after confirmation.
What the buttons do
- Connect
- Starts OAuth for the selected provider and client account.
- Setup instructions
- Expands employee-only setup steps and redirect information for a provider.
- Refresh
- Reloads connected accounts and recent posts for the selected client.
- Test post
- Opens a composer for a connected account.
- Publish now
- Publishes the composed test post to the live account. This is a real external post.
- Cancel
- Closes the test-post composer without publishing.
- Disconnect
- Removes a connected account after confirmation.
- View
- Opens a provider URL for a successfully posted item when one is available.