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Social

Review client social accounts and recent posts in Performance, with connection management in Connectors.

Updated Oct 19, 2026 5 steps 5 questions answeredOpen this page in the platform
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Overview

Open Agents, Performance, Social for the selected client’s connected accounts and recent posts. The former /platform/inbound/social link redirects here. Manage social connections opens Connectors, Social for connection changes. CRM Marketing Social keeps SalesHive’s company accounts separate.

How to use this page

  1. Confirm the client scope

    Choose the client workspace before reviewing Social. Accounts and posts belong to that workspace and remain separate from SalesHive’s company accounts.

  2. Manage connections

    Select Manage social connections to open Connectors, Social. Connect or reconnect there, then return to Performance, Social and select Refresh.

  3. Refresh connected accounts

    The Connected accounts table shows Account, Platform, Status, Posts and a Test post action. Select Refresh after completing sign-in or when you need the latest account state.

  4. 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.

  5. Review recent posts

    Recent posts shows Post, Account, Published / attempted, Status and View columns. Review any failure message; View post opens a successfully posted item when its URL is available. To disconnect an account, use Manage social connections.

What the buttons do

Manage social connections
Opens Connectors, Social to connect, reconnect or disconnect accounts.
Connect social account
Appears when no accounts are connected and opens Connectors, Social.
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.
View post
Opens a provider URL for a successfully posted item when one is available.

Common questions

Who can see these accounts?
The page is under the platform/inbound access section. Employees see the selected client's connections, and clients see only their own connections.
Are these the same accounts as CRM Marketing Social?
No. Inbound Social is deal-scoped to the client's accounts. CRM Marketing Social manages SalesHive's own company accounts.
Where do I connect a social account?
Use Manage social connections to open Connectors, Social. Its provider Connect buttons start the offered sign-in flow. Connection and posting permissions remain separate.
Does Test post publish externally?
Yes. Publish now sends a real post to the connected live account. Review the text and target account before selecting it.
What if a connection needs reconnecting?
Open Manage social connections and reconnect the account in Connectors. Return to Social activity and select Refresh.
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Category: Platform · Agents