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Settings (Integrations)

Settings - Messenger Organizer
Works on:📸 Instagram🎓 Skool

The Settings page is where you connect Google Sheets, Google Calendar and GoHighLevel, switch AI tools on or off, and choose light or dark mode.

What's on which plan​

  • Plus and Platinum: light or dark mode, the AI Assistant switches and Post Lead Capture.
  • Platinum: the integrations with Google Sheets, Google Calendar and GoHighLevel.

Every change on this page saves automatically. Switch between Light and Dark mode at the top of the page.

Google Sheets​

You can push your lead data straight to Google Sheets, with no copying and pasting.

  1. Facebook → Google Sheets and Instagram → Google Sheets
    • Click Sign in with Google to allow access.
    • Paste your Google Sheet link and choose the sheet (tab) to write to.
    • Turn on the automation to push every new lead to that sheet.
  2. Group Organizer → Google Sheets
    • Connect a sheet to export group members' answers and emails automatically.
    • To push to several different sheets by hand, use Push to Google Sheet in Groups Organizer.

Google access belongs to the Google account signed in to Chrome. If a sheet can't be opened, check that this account can edit it.

Google Calendar​

Click Sign in with Google, then turn on the automation to sync the reminders you set in the CRM into your calendar. Messenger Organizer creates its own calendar for them. Birthday Greeter can use the same connection to keep your friends' birthdays in Google Calendar.

GoHighLevel​

You can connect as many GoHighLevel accounts (sub-accounts) as you need:

  1. In GoHighLevel, open Settings → Private Integrations and create a token.
  2. In Messenger Organizer, click + Add account, give it a name, and paste the token and your Location ID.
  3. Turn on Push every new CRM lead to GoHighLevel to send new leads automatically, or export members from Groups Organizer whenever you choose.

AI Assistant​

Turn each AI tool on or off, separately for Facebook Messenger and Instagram: Chat Summary, Reply Composer, Lead Scoring, Morning Briefing, Auto-Tagging, Bulk Tag and the ✨ AI Menu. Changes apply the next time you open Messenger or Instagram.

Post Lead Capture​

Add a one-click Add leads to CRM bar to post likes and comments on Facebook and Instagram. It's off until you turn on the sources you want. See Leads from Posts and Followers.

Next Steps: Now explore what happens inside the actual Messenger chat window with the Native CRM Overlay.

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