6 Best Systems for Facebook CRM Integration in 2022
Jess served on the founding team of a successful B2B startup and has used a wide range of sales and marketing tools over the course of her 15-year career. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management.
Jill is a writer at Fit Small Business specializing on Customer Relationship Management (CRM) software.
This article is part of a larger series on CRM.
Integrating customer relationship management (CRM) software with Facebook makes it easier to capture, communicate, and engage with leads. The best Facebook-CRM integrations also provide website traffic insights and have features for tracking consumer behavior and managing social media ads. We compared dozens of options to find the six best Facebook-CRM integrations based on features, cost, strengths, and ease of use.
Here are our six top recommendations for Facebook-CRM integration and their best use cases:
- Freshsales: Best overall Facebook-CRM integration and best omnichannel communication tools
- Zoho CRM: Best CRM that integrates with Facebook for social profile enrichment
- Agile CRM: Solid choice for those wanting a Facebook CRM integration with extensive marketing tools
- Zendesk Sell: Great choice for a simple CRM with easy Facebook lead capture capability
- HubSpot CRM: Best CRM for integrating with the whole family of Facebook Meta products (Facebook, Instagram, Messenger, Facebook Watch, and Facebook Portal)
- Salesforce: Best Facebook-CRM integration for robust analytics and reporting capabilities
Best Facebook CRM Integration Options Compared
 |  |  |  |  |  | |
|---|---|---|---|---|---|---|
Free Plan | ✔ | ✔ | ✔ | N/A | ✔ | N/A |
# of seats on the Free Plan | Unlimited | Up to 3 users | Up to 10 users | No free plan | Unlimited | No free plan |
Starting Cost of Paid Plans per Month | $15 per user | $14 per user | $9.99 per user | $19 per user | $45, includes 2 user seats | $25 per user |
Free Trial for Paid Plans | 21 days | 15 days | N/A | 30 days | 14 days | 30 days |
Facebook ads | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
Deal Management | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
Customer Support | 24/5 live chat, email, and phone | Email and live chat during (extended) business hours | Email only on free plan, email and phone on paid plans; no live chat | 24/5 email, live chat, and phone support | Email, live chat and phone support during (extended) business hours | Free self-guided resources; premium support costs additional 30% of subscription price |
If this list of Facebook-integratable CRMs isn’t quite aligned to your business needs, check out some of our guides:
- Six best social CRM platforms
- Six best CRMs for small businesses
- Six best free CRM systems for small businesses
Freshsales: Overall Best Facebook CRM Integration for Omnichannel Communications
Freshsales
Overall Score: 4.86
OUT OF 5
What We Like
- Omnichannel—communicate with customers on their preferred channel
- Strong customization options
- Has an intuitive and simple user interface
- Free for unlimited users
What's Missing
- Free plan lacks essential features, such as multiple sales pipelines and update notifications
- No offline data access
Pricing Summary*
- Free: Unlimited users
- Growth: $15 per user, per month
- Pro: $39 per user, per month
- Enterprise: $69 per user, per month
- Free trial for paid plans: 21 days
*Based on annual billing. Monthly subscriptions are also available at higher rates.
Freshsales’ CRM integration with Facebook allows users to automatically capture leads from their Facebook business pages. Simply connect the two systems and all the prospects generated from submissions through Facebook lead ads will be captured and sent straight to your CRM software.
Furthermore, all conversations in Facebook Messenger appear in your Freshsales Chat Inbox, helping you centralize conversations with your customers. Apart from this, you can also communicate with your customers through various channels, including in-app phone calling, live chat, and email.
While excellent for capturing leads from Facebook, Freshsales’ free plan lacks a few fundamental features, such as multiple sales pipelines and update notifications. If you want a feature-packed free plan that includes essential features like email marketing and workflows, take a look at Zoho CRM.
More Freshsales CRM Features
In addition to its Facebook-related features, Freshsales offers essential CRM features and tools that help you better manage customer relationships. Below are some of the features we find most beneficial:
- Organization features: Create follow-up tasks, schedule and track appointments, and record notes for every lead, contact, account, and deal
- Communication tools: Make calls from within the app and send messages using email, short message service (SMS) texting, chat, social media, and messaging services like WhatsApp and Apple Business Chat
- Website stats analysis: Get insights about your visitors’ interests or engagement levels by analyzing their page visits, resource downloads, and other activities on your website
- Mobile app: Access features and customer data from anywhere
Set action triggers on the Freshsales dashboard to automatically capture leads from Facebook.
Freshsales is a great option for budget-conscious businesses that want a CRM with strong lead generation tools and plans that add features as their company grows. Check out our comprehensive Freshsales review to explore other features the platform offers, such as the artificial intelligence (AI)-powered deal insights included in upper-tier plans.
Zoho CRM: Best Facebook CRM Integration for Social Profile Enrichment Features
Zoho CRM
Overall Score: 4.83
OUT OF 5
What We Like
- Capture the interests of leads and contacts through the Facebook CRM integration
- Intuitive and easy to use
- Offers advanced analytics and predictive tools
What's Missing
- Free plan is limited to 3 users
- Customer support is only available during business hours
Pricing Summary*
- Free plan: Up to three users
- Standard: $14 per user, per month
- Professional: $23 per user, per month
- Enterprise: $40 per user, per month
- Ultimate: $52 per user, per month
- Free trial: 15 days
*Based on annual billing. Monthly subscriptions are also available at higher rates.
Zoho CRM’s Facebook integration lets users cull pertinent customer and lead information like demographics and interests based on their profile and activities on the platform. These insights are used to enrich the information you already have about your customers or when generating new leads from Facebook. You can use this data to offer more personalized services to customers or give sales agents more information before reaching out to a prospect.
However, while Zoho CRM offers a free plan, it’s limited to just three users and customer support is only available during business hours. Those who want access for unlimited users and extended customer support hours should consider subscribing to HubSpot CRM.
More Zoho CRM Features
With a robust feature set to help with everything from lead generation to streamlining workflows and closing deals, Zoho CRM offers a great, all-in-one CRM solution for small businesses. Some of its most useful features include:
- Automatic lead capture: Automatically captures new contacts and leads through Facebook lead ads and saves them in your CRM’s database
- Sales reporting: Real-time CRM reports offer insights on a variety of metrics, including sales trends, marketing campaigns, and activity reports
- Data importation: It’s easy to upload data from spreadsheets to Zoho CRM
- Mobile app: The Zoho CRM mobile app makes it easy to add prospect record notes, communicate with leads, and keep track of key performance indicators (KPIs), whether you’re working in or outside of the office
Filter leads on Zoho CRM to view leads captured and evaluate the effectiveness of your Facebook ads.
Zoho CRM is a great choice for many different types of businesses, in part because it integrates seamlessly with the provider’s other native apps—there are more than 50. Some examples include sales and marketing tools like Zoho Social, Sales IQ, and Projects, as well as apps for businesses that sell subscriptions and tools for invoicing and accounting. Read our expert Zoho CRM review to learn more.
Agile CRM: Best Facebook CRM Integration With Robust Marketing Tools
Agile CRM
Overall Score: 4.74
OUT OF 5
What We Like
- Built-in marketing tools like email campaigns, landing page builder, and automation
- The Facebook CRM integration is easy to set up
- Mobile app with an intuitive dashboard and contact management features
What's Missing
- Free plan doesn’t include access to the in-app phone
- Extensive third-party integrations are only accessible in the two highest-priced plans
Pricing Summary*
- Free: Supports up to 10 users
- Starter: $9.99 per user, per month
- Regular: $39.99 per user, per month
- Enterprise: $64.99 per user, per month
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Agile CRM’s Facebook integration gives you the ability to monitor brand mentions and conversations related to your business and track industry trends and relevant influencer content through social listening tools. Using these data-backed insights, you can then maximize Agile CRM’s extensive marketing tools to create more engaging content. These include marketing emails, landing pages, social content, and mobile marketing.
In addition, social monitoring enables you to better manage your brand’s online reputation, identify and engage with followers, and get feedback to help with product and service development. These tools also let you observe what types of marketing and online activities your competitors are engaging in so you can identify potential competitive advantages.
Agile CRM’s Facebook integration is packed with useful features, but its free plan lacks access to the in-app phone feature. Extensive integrations are also limited to the most expensive plans—with the basic plan only having three integrations. Users who want access to an in-app phone for free should subscribe to Freshsales, while those who want extensive integrations would benefit more from Zoho CRM.
More Agile CRM Features
Agile CRM enables users to create more effective marketing campaigns based on insights from social media, which increase the chances of conversion. Features we like the most are listed below:
- Lead scoring: Identify leads who are most likely to convert based on actions, such as opening and clicking emails or completing a sales lead form to download high-value content
- Form builders: Create custom web forms to capture essential visitor information that is saved directly to your CRM, such as name, company, and contact details
- Social media integration: Perform key social media activities straight from your CRM dashboard, including posting to social media channels, monitoring brand mentions, messaging followers, and capturing leads
- Lead behavior tracking: Helps you maximize return on investment (ROI) on your marketing automation campaigns by tracking the social behavior of leads and customers
Agile CRM allows users to communicate and engage with leads straight from the platform. (Source: Agile CRM)
Agile CRM is ideal for users who need a well-rounded CRM system that offers a 360-degree view of customers, and provides fundamental lead and deal management features. Its integrated sales, marketing, and customer service tools help businesses make informed decisions by centralizing all data and interactions across the customer journey. Read our Agile CRM review to learn more about this provider.
Zendesk Sell: Best Facebook CRM for Simple & Easy Lead Capture
Zendesk Sell
Overall Score: 4.54
OUT OF 5
What We Like
- Leads captured from Facebook are automatically saved into the system
- Detailed customer profiles, including purchase history, web activity, and loyalty status
- Robust customer service analytics and reporting tools
What's Missing
- No social media listening tools
- No free plan and expensive to scale up
Pricing Summary*
- Foundational Support: $19 per agent, per month
- Suite Team: $49 per user, per month
- Suite Growth: $79 per user, per month
- Suite Professional: $99 per user, per month
- Free trial: 30 days
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Zendesk Sell’s Facebook-CRM integration is limited to lead capture tools. Apart from this, Zendesk Sell also provides fundamental CRM features such as email marketing and automation, an in-app phone, and the ability to track deals and opportunities.
Once the Zendesk Sell Facebook CRM integration is set up, the Sell lead capture form is added as a tab on your Facebook page. This enables fans to communicate with you from Facebook using the Sell form, and you can convert your fans and likes into leads.
However, Zendesk Sell has no free plan, and plan upgrades are expensive. It also doesn’t offer social media listening tools, which are helpful for improving content for customer outreach. Users who want access to a free plan or more affordable pricing plans can consider Freshsales or HubSpot CRM, while those who need social listening features should try Agile CRM.
More Zendesk Sell Features
Apart from its Facebook-related features, Zendesk Sell offers helpful tools that help users streamline daily sales activities and improve their pipeline visibility. Some of the standout features we like are:
- Single customer view: Gives agents a single view of everything about a customer, including order history, loyalty status, and web activities
- Intelligent case routing: Built-in routing and intelligence features collect critical customer details, reduce the need for manual data entry, and escalate and route issues to the agent best suited to help
- Reporting and analytics: Lets users access real-time and historical data to analyze trends in their customer service activities
- Mobile app: Allows both Android and iOS users to access various types of CRM data and fundamental features, such as lead and task management while on the go
Enable the Facebook Form to automatically capture leads and import them into Zendesk Sell from Facebook.
HubSpot CRM: CRM That Integrates With Various Facebook Products
HubSpot CRM
Overall Score: 3.86
OUT OF 5
What We Like
- Intuitive, easy-to-use interface
- Facebook CRM integration is included in the free version
- Robust email marketing tools
What's Missing
- Free plan lacks access to customer support and is limited to forums
- Expensive to scale
Pricing Summary*
- Free: Forever free for unlimited users
- Starter Sales Plan: $45 per month, includes 2 user seats
- Professional Sales Plan: $450 per month, includes 5 user seats
- Enterprise Sales Plan: $1,200 per month, includes 10 user seats
- Free trial: 14 days
*Based on annual billing. Monthly subscriptions are also available at higher rates.
The Facebook-HubSpot CRM integration connects with various Facebook Meta products, including your Facebook business page, Instagram, Facebook Messenger, and Workplace by Facebook. You can publish and schedule posts to your Facebook business page easily from the HubSpot CRM. It also supports the creation of Facebook lead ads, which automatically capture leads and syncs data into the HubSpot CRM.
However, HubSpot CRM’s free plan lacks customer support and doesn’t include automation tools like workflow and task automation. Plus, upgrading to higher tiers is expensive, especially if you don’t need additional user seats. Users who need a more robust free plan should consider Zoho CRM, while those who want more affordable pricing options and plan tiers should use Freshsales.
More HubSpot CRM Features
HubSpot CRM provides a centralized and simple interface to manage customers, understand their behavior, and increase satisfaction and retention rates. We listed below some of the features users benefit most from:
- HubSpot Ads on Facebook: Powerful return on investment (ROI) ad reporting based on actual deals and the ability to personalize ad targeting by syncing HubSpot lists with Facebook audiences to analyze profiles and interests
- Facebook Messenger integration: Chat with your customers and answer their queries on Messenger directly from the HubSpot CRM interface
- Task management: Set up a series of follow-up tasks to more easily manage multiple clients and projects simultaneously
- Email marketing: Excellent email marketing tools for sending professional-looking marketing emails to grow and nurture your customer base
- Live chat: Live chat tool to communicate with your website visitors in real time
View social media marketing and sales activity performance in the HubSpot CRM.
HubSpot CRM’s free plan includes advanced sales, marketing, and service tools that are typically only offered by other providers in paid plans. Some of these are the allocation for unlimited users, 1 million contacts, email marketing tools, in-app phone, and customizable dashboards. To see if it is the right choice for you, read our HubSpot CRM to explore other features the platform offers.
Salesforce: Best Facebook-CRM Integration for Robust Analytics & Reporting Capabilities
Salesforce
Overall Score: 3.75
OUT OF 5
What We Like
- Robust analytics and dashboards to monitor lead status and move deals through the pipeline faster
- Omnichannel communication tools including email, social, and live chat
- Robust Facebook ads retargeting capability
What's Missing
- No free plan, and scaling up is expensive
- Interface is not as user-friendly compared to competitors
Pricing Summary*
- Essentials: $25 per user, per month
- Professional: $75 per user, per month
- Enterprise: $150 per user, per month
- Unlimited: $300 per user, per month
- Free trial of paid plans: 30 days
*Pricing shown is based on annual billing. Only the Essentials plan is available for a monthly subscription.
Salesforce is one of the most popular and advanced CRMs in the market due to its excellent sales and marketing automation tools. It also enables you to produce advanced reports and analytics that provide actionable insights, including analysis of customer behavior, sales trends, lead conversion rate, and top and least active customers.
This Facebook-CRM integration helps businesses improve their customer acquisition initiatives by capturing leads using Facebook Lead Ads. Upon capturing leads, users are able to nurture them, feed them targeted content based on their profile, and send automated offers via email or mobile.
However, Salesforce doesn’t offer a free plan, higher-tier plans get expensive quickly, and it can be difficult to navigate for novice users. Businesses that want a free option should check out Freshsales. On the other hand, for those who want a more intuitive interface, we recommend either Zoho CRM or Agile CRM.
More Salesforce Features
Salesforce has customization functions that help businesses define the metrics of their reports and data analytics. Our favorite features from Salesforce include:
- Advanced analytics: Generate smart reports to improve your sales activities, including lead sources, marketing performance, and revenue predictions
- Facebook ad targeting and retargeting: Get insights on what types of content can help drive sales and conversions based on a lead’s Facebook activities and interests
- Lead management: Track, filter, and qualify prospective customers, and route hot leads to the most appropriate reps to increase the probability of converting
- Intelligent routing: Distribute work among your team based on agent skill set, availability, and capacity to handle incoming work based on their case pipeline
- Mobile app: Provides the ability to perform nearly all of the functions that can be done on its web application, making it easy for your agents to refer to important customer and CRM data wherever, whenever
Salesforce’s extensive reporting capabilities showcase performance in various areas, such as total opportunities, won and lost leads, and top lead sources.
Salesforce is one of the most sophisticated CRMs on the market and is known for its powerful sales force automation, lead outreach, and business performance analytics tools. If you need a CRM system with excellent sales and opportunity management capabilities, check out our Salesforce review of the starter Essentials plan to learn how it can help you grow your business.
How We Evaluated the Best Systems for Facebook-CRM Integration
When it comes to determining the best CRM for Facebook integration, we looked for tools offering a direct CRM integration with the social media platform. We then evaluated each product’s pricing, ability to work with other Facebook tools like Ads, Messenger, Instagram, and other features that help a business streamline its sales and marketing processes.
Based on our evaluation, Freshsales is the best overall choice for Facebook-CRM integration due to its pricing, features, and easy setup. It’s intuitive and easy to use and has effective lead capturing capabilities, including through Facebook lead ads. Omnichannel communication tools enable you to build relationships with your customers on the channels they prefer in order to shorten the buying cycle and increase sales.
Click through the tabs below to learn more about our evaluation criteria in choosing the best system for Facebook-CRM integration:
40%
Pricing
20%
General Features
15%
Ease of Use
15%
Support
10%
Expert Score
40% of Overall Score
Cost is always an important factor for small businesses, so CRM pricing was the most heavily weighted when reviewing our top picks. We also considered the availability of a free plan, pricing of entry tiers, savings for annual prepayment, and whether or not monthly billing options are available.
20% of Overall Score
We looked at features we consider a necessity for those who use Facebook to communicate with customers and generate leads. We also looked if they offer essential CRM features, including reporting and analytics functions, customizable pipelines, integrations, and mobile apps.
15% of Overall Score
User-friendliness and intuitiveness were two of our key considerations when looking into a software’s ease of use. This was analyzed in terms of the expertise needed to integrate it with Facebook, the skill required to operate the system, and the overall usability.
15% of Overall Score
Support is a critical part of running any CRM system, especially for small businesses that don’t have in-house technical support. We analyzed the types and availability of support offered by these providers through live chat, email, and phone.
10% of Overall Score
We looked through existing customer reviews on credible sites to measure the level of satisfaction current users have and any problems they typically encounter. We also added our thoughts and expert opinion on key features, value for money, and popularity.
*Percentages of overall score
