Connecting Platforms - AI Sales Rocket

Connecting Social Media Platforms

How to Connect Your Social Media Accounts

Connect your social media platforms using OAuth 2.0 for secure, automatic posting.

General Connection Process

  1. Go to Set Up in the sidebar
  2. Scroll to the Social Media Connections section
  3. Click "Connect" for the platform you want to connect
  4. Find the platform you want to connect
  5. Click "Connect" button
  6. You'll be redirected to the platform's authorization page
  7. Log in and authorize the application
  8. You'll be redirected back to confirm the connection
  9. Test the connection to verify it works

Platform-Specific Instructions

Note: Facebook connections are managed through Outstand.

  1. Click "Connect Facebook"
  2. You'll be redirected to Meta's authorization page
  3. Log in with your Facebook account
  4. Grant necessary permissions (pages_manage_posts, pages_read_engagement, etc.)
  5. Select the Facebook Page you want to connect
  6. You'll be redirected back to confirm the connection

Note: Instagram connections are managed through Outstand.

  1. Click "Connect Instagram"
  2. You'll be redirected to Meta's authorization page
  3. Log in with your Facebook account (Instagram requires Facebook connection)
  4. Select your Instagram Business account
  5. Grant necessary permissions
  6. You'll be redirected back to confirm the connection
Important: Instagram requires a Business or Creator account linked to a Facebook Page. This is a requirement from Meta (Facebook/Instagram), not our application. Instagram's API uses Facebook's Graph API infrastructure, which requires this connection for authentication and posting capabilities.

Note: Threads connections are managed through Outstand.

  1. Click "Connect Threads"
  2. You'll be redirected to Meta's authorization page
  3. Log in with your Instagram account (Threads is linked to Instagram)
  4. Grant necessary permissions (threads_basic, threads_content_publish, etc.)
  5. You'll be redirected back to confirm the connection
Prerequisites: You must have an Instagram Business or Creator account with Threads enabled. See our Connecting Threads guide for detailed setup instructions.

Note: LinkedIn connections are managed through Outstand.

  1. Click "Connect LinkedIn"
  2. You'll be redirected to LinkedIn's authorization page
  3. Log in with your LinkedIn account
  4. Grant necessary permissions (w_member_social, etc.)
  5. You'll be redirected back to confirm the connection
Note: LinkedIn connections require a valid LinkedIn account. Personal profiles and Company Pages are both supported.

Note: Bluesky connections are managed through Outstand.

  1. Click "Connect Bluesky"
  2. You'll be redirected to Bluesky's authorization page (via Outstand)
  3. Log in with your Bluesky account
  4. Grant necessary permissions
  5. You'll be redirected back to confirm the connection
Note: You must have a Bluesky account to connect. Bluesky is a decentralized social network focused on text-based conversations. See our Connecting Bluesky guide for detailed setup instructions.

Note: Pinterest uses direct OAuth integration.

  1. Click "Connect Pinterest"
  2. You'll be redirected to Pinterest's authorization page
  3. Log in with your Pinterest account
  4. Grant necessary permissions (boards:read, pins:read, pins:write)
  5. You'll be redirected back to confirm the connection
Note: Pinterest connections require a Pinterest Business account for posting capabilities.

Note: TikTok connections are managed through Outstand.

  1. Click "Connect TikTok"
  2. You'll be redirected to TikTok's authorization page (via Outstand)
  3. Log in with your TikTok account
  4. Grant necessary permissions
  5. You'll be redirected back to confirm the connection
Note: TikTok connections require a TikTok Business account for posting capabilities.

Note: Only self-hosted WordPress sites are supported. WordPress.com connections are not available.

  1. Click "Connect Self-Hosted WordPress"
  2. Enter your WordPress site URL (must use HTTPS)
  3. Create an Application Password in WordPress:
    • Log in to your WordPress admin dashboard
    • Go to Users → Profile
    • Scroll to the "Application Passwords" section
    • Enter a name (e.g., "Book Marketing Platform")
    • Click "Add New Application Password"
    • Copy the generated password immediately
  4. Enter your WordPress username
  5. Paste the Application Password
  6. Click "Test Connection" to verify
  7. Click "Connect" to save
Requirements: Your WordPress site must have HTTPS enabled and support Application Passwords (WordPress 5.6+).

Note: Substack uses email-based publishing via API.

  1. Click "Connect Substack"
  2. Enter your Substack publication URL
  3. Enter your Substack API key:
    • Log in to your Substack account
    • Go to Settings → API
    • Generate a new API key
    • Copy the API key
  4. Paste the API key into the connection form
  5. Click "Test Connection" to verify
  6. Click "Connect" to save
Note: Substack connections allow you to publish articles directly to your Substack publication as email newsletters.

Platform Connection Methods

Platforms are connected using different methods depending on their API requirements:

Via Outstand

These platforms use Outstand for OAuth management:

  • Facebook
  • Instagram
  • Threads
  • LinkedIn
  • TikTok
  • Bluesky
Direct OAuth

These platforms use direct OAuth integration:

  • Pinterest
  • WordPress (self-hosted)
Email-Based

Substack uses API-based email publishing.

Supported Platforms

  • Facebook (via Outstand)
  • Instagram (via Outstand)
  • Threads (via Outstand)
  • LinkedIn (via Outstand)
  • TikTok (via Outstand)
  • Bluesky (via Outstand)
  • Pinterest (direct OAuth)
  • WordPress (self-hosted only, direct OAuth)
  • Substack (email-based API)

Troubleshooting Connection Issues

  • Connection fails: Check that you granted all required permissions
  • Token expired: Reconnect the platform to refresh tokens
  • Permission denied: Ensure you're using an account with posting permissions
  • WordPress self-hosted: Verify HTTPS is enabled and Application Passwords are supported (WordPress 5.6+)
Security: Your OAuth tokens are encrypted and stored securely. Never share your connection credentials.