8 Best Facebook CRM Integrations | Fit Small Business

8 Best Facebook CRM Integrations

Businesses can leverage Facebook to connect with a target audience via advertising, content posts, and direct messaging. Integrating a Facebook (Meta) account with customer relationship management (CRM) software allows teams to synchronize lead data from their social campaigns, as well as manage content and customer engagement from one system. Based on cost, features, and product…

Jun 24, 2024
18 minute read

Businesses can leverage Facebook to connect with a target audience via advertising, content posts, and direct messaging. Integrating a Facebook (Meta) account with customer relationship management (CRM) software allows teams to synchronize lead data from their social campaigns, as well as manage content and customer engagement from one system. Based on cost, features, and product usability, we’ve identified the best Facebook CRM integrations:

Best Facebook CRM Integration Options Compared

ProviderStarting Monthly PriceBased on annual pricing on a per-user monthly basis; monthly pricing is also available at a slightly higher rate, unless otherwise specifiedFree Plan?Our CRM Rating out of 5
HubSpotCRM logo.$15 per user
Five users






4.48
Visit HubSpot CRM
The Bitrix24 logo.$49 for five users
Unlimited users






4.42
Visit Bitrix24
The Freshsales logo.$9 per user
Three users






4.41
Visit Freshsales
Pipedrive logo.$14 per user4.37
Visit Pipedrive
Insightly logo.$29 per user
Two users






4.25
Visit Insightly
The Copper logo.$9 per userX4.19
Visit Copper CRM
zoho crm logo$14 per user
Three users






4.17
Visit Zoho CRM
The Mailchimp logo.$6.50 for three users
One user






4.16
Visit Mailchimp

HubSpot CRM: Best for Free Direct Facebook CRM Integration

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HubSpot CRM Pricing Plan & Overview*

Cost:

  • $0 for five users

Key Features:

  • Contact and company management with document storage and activity tracking
  • Facebook Messenger integrationSending and receiving messages from the CRM, using chatbots to answer simple questions, and booking meetings via Facebook Messenger
  • Lead data sync from Facebook form submissions to HubSpot CRM
  • Deal and pipeline management
  • Quote generation
  • Built-in appointment scheduler
  • Email integrations for direct and mass email, email tracking, and deployment automation
  • App marketplace access for third-party integrations

*Pricing is based on annual billing on a per-month breakdown of the HubSpot Sales Hub plans, though monthly billing is available for a higher cost. The provider also offers Customer Platform plans with bundled tools for sales, marketing, service, content, operations, and ecommerce. While we update pricing information regularly, we encourage our readers to check current pricing here.

An example of a HubSpot CRM conversation created from a Facebook message.

HubSpot CRM conversation created from a Facebook message (Source: HubSpot)

Our Expert Opinion

Those seeking a cost-free option to synchronize Facebook lead data and manage Messenger conversations can look no further than HubSpot CRM. This platform is well-known as a top free CRM with social media integration. We like that freemium users can choose between direct access or a broker connection through Zapier and get plenty of use cases, like lead generation, qualification, nurturing, and prospect support.

Visit HubSpot CRM

Bitrix24: Best Facebook CRM for Social Selling

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Bitrix24 Pricing Plan & Overview*

Cost:

  • $0 for unlimited users

Key Features:

  • Unlimited deals and contacts with sales pipeline
  • Facebook Messenger integration with automatic chat-to-deal conversion
  • Automatic customer journey tracking in Messenger
  • Product catalog
  • Project and task management
  • Built-in automatic dialer
  • CoPilot AI assistant in CRM, tasks, chat, feed, email, and texts on websites
  • Live chat widget
  • Ecommerce store and landing page builder
  • Order and payment processing, shipping cost calculator, and inventory management

*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing here.

An example of a Facebook online store account connected to Bitrix24 Contact Center.

Facebook online store account connected to Bitrix24 Contact Center (Source: Bitrix24)

Our Expert Opinion

Bitrix24 is an excellent CRM for social selling because of the combination of its robust Facebook CRM integration and advanced ecommerce tools. These tools include order processing and inventory management. Even with the free plan, you can integrate this CRM with Facebook Messenger and automatically convert incoming chats into deals. The Standard plan ($99 per month for 50 users) gives you access to segment-based marketing for Facebook.

Visit Bitrix24

Freshsales: Best for Automating Facebook Lead Ads Account Creation

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Freshsales Pricing Plan & Overview*

Cost:

  • $0 for three users

Key Features:

  • Contact, deal, and account management software with activity timelines
  • Contact lifecycle plus note-taking in CRM records
  • Task management
  • Built-in telephone
  • Live chat communications
  • Appointment scheduling
  • Mobile CRM with voice notes, Google Maps integration, and Uber booking from the app

*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 21-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.

A list of Zapier “Zap” options for Facebook and Freshsales.

Zapier “Zap” options for Facebook and Freshsales (Source: Zapier)

Our Expert Opinion

Freshsales is one of our top Facebook CRM solutions because of its lead generation and omnichannel capabilities. If you want Facebook leads CRM integration, you can generate account-specific records from campaigns and supplement Messenger outreach with other engagement channels like live chat and email. Regardless of customer preferences, you can connect with customers via phone, email, text, live chat, and chatbot.

Visit Freshsales

Pipedrive: Best for Managing Facebook Leads

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Pipedrive Pricing Plan & Overview*

Cost:

  • $14 per user

Key Features:

  • Third-party integrations like Zapier that can create flows between Facebook and Pipedrive
  • Automatic lead creation and update based on Facebook activity or ad submissions
  • Lead and contact management with activity tracking
  • Products catalog
  • Deal management with rotting indicator tools and deal reporting
  • Duplicate detection and merge
  • Collaborative comments and user mentions on CRM records
  • Custom data fields and pipeline stages
  • Activity reporting with company and user sales goals management
  • AI sales assistant that provides task updates, reminders, progress notifications, performance-enhancing tips, and forecast assistance

*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 14-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.

Several Zapier automations between Pipedrive and Facebook.

Zapier “Zaps” between Pipedrive and Facebook (Source: Pipedrive)

Our Expert Opinion

Though it can’t offer a direct Facebook connection, using Zapier, Pipedrive is still an excellent lead management system that can help convert social media prospects into customers. Once the Facebook ad campaign generates a new contact, that record is automatically added as a lead or deal record in Pipedrive. From there, you can qualify the opportunity, track its activity, and get that lead through the pipeline.

Visit Pipedrive

Insightly CRM: Best for Optimizing Facebook Ads Campaigns

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Insightly CRM Pricing Plan & Overview*

Cost:

  • $0 for two users

Key Features:

  • 2,500 contacts
  • Lead, contact, organization, and opportunity management
  • Email templates
  • Bulk emailing
  • Custom fields and page layouts
  • QuickBooks Online, PandaDoc, and Xero integrations
  • Access to help center, guide articles, and video tutorials

*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing here.

How to create a custom contact list with filters in Insightly CRM.

Creating a custom contact list with filters in Insightly CRM (Source: Insightly)

Our Expert Opinion

While Insightly CRM does not offer direct Facebook app integrations, you can access a broad set of social media capabilities using a third-party app connector like Zapier. For instance, you can leverage its contact filters and lists to optimize your Facebook ads campaigns and send relevant content to your target audience. You can also connect it with Facebook Conversions for lead funnel automation and to Facebook Pages for automated social posting.

Visit Insightly CRM

Copper CRM: Best for Facebook Conversions Workflow Automation

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Copper CRM Pricing Plan & Overview*

Cost:

  • $9 per user

Key Features:

  • Facebook integration via Zapier
  • Facebook Conversions integration for workflow automation
  • Contact management
  • Task management with note-taking
  • Custom fields
  • Google Chrome extension
  • Google Workspace integrations (Gmail, Calendar, Contact, and Drive sync)
  • Email templates
  • Contact form

*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. Copper CRM comes with a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing here.

A list of Zapier’s workflow automation templates for Copper CRM and Facebook Conversions.

Zapier’s workflow automation templates for Copper CRM and Facebook Conversions (Source: Zapier)

Our Expert Opinion

Copper CRM allows you to integrate it with Facebook Conversions via Zapier across all plans. This connection allows you to automatically publish funnel, lead, and purchase events on Facebook Conversions each time you create or update a CRM record, project, or activity. The Business plan ($99 per user, monthly) lets you integrate your CRM with Facebook lead ads to automate lead generation.

Visit Copper CRM

Zoho CRM: Best for Brand Engagement Monitoring

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Zoho CRM Pricing Plan & Overview*

Cost:

  • $0 for three users

Key Features:

  • Lead, account, and contact management with activity tracking
  • Documents storage in the CRM
  • Deal tracking for up to one sales pipeline
  • Custom email templates storage
  • Workflow automation
  • Standard CRM reporting
  • Marketing campaigns
  • Webforms

*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available for a higher cost. It comes with a 15-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing here.

An example of Zoho CRM's brand monitoring via its Social Tab.

Zoho CRM brand monitoring via its Social Tab (Source: Zoho CRM)

Our Expert Opinion

Zoho CRM is a top CRM for Facebook because it offers the broadest set of social media functionality through its integration. Among the most notable is the social listening feature, which lets users monitor brand engagement on Facebook from a Social Tab. This platform is also equipped with content management tools powered by the native Zoho Social app. These tools include contact storage, lead and deal management, campaign tracking, and Facebook posting.

Visit Zoho CRM

Mailchimp: Best for Managing Facebook Pages

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Mailchimp Pricing Plan & Overview*

Cost:

  • $0 for single user

Key Features:

  • 500 contacts
  • One audience
  • Facebook Pages integration via Zapier
  • Behavioral targeting, including audience engagement and purchase behavior
  • Content Studio for graphic designs
  • Email marketing
  • Landing pages
  • Social posting
  • Marketing automation
  • Basic reports
  • Personalized product recommendations, next-best action, and subject line assistant
  • Website builder with search engine optimization (SEO) tools
  • Free Mailchimp domain

*Pricing is based on annual billing on a per-month breakdown of Mailchimp’s Marketing Platform plans, though monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing here.

A list of Mailchimp and Facebook Pages automations via Zapier.

Mailchimp and Facebook Pages automations via Zapier (Source: Zapier)

Our Expert Opinion

Mailchimp may not be a traditional CRM system, but its integration with Facebook Pages via Zapier supports so many automations. These include automatic posting of marketing campaigns on Facebook, creating new email subscribers from Facebook posts, and creating Facebook Pages videos for new subscribers. The best thing about it is that you can access its Facebook integrations for free.

Visit Mailchimp

How We Evaluated the Best CRM for Facebook

To determine the best Facebook CRM, we evaluated the specific features that come with the CRM once it’s connected to the social media platform. Lead sync from Facebook ads and access to Facebook Messenger, for example, are vital Facebook-CRM features. We also looked at other critical product attributes, including the cost of the integration and whether the software offered direct connectivity or if you needed to use a third-party tool like Zapier. The tabs below offer insight into our evaluation process for the best Facebook CRM integration:

Methodology weights
General Features 25%
Ease of Use 20%
Expert Score 15%
Pricing 15%
Help and Support 15%
Advanced/Niche Features 10%

First and foremost, we evaluated general features we find essential to any product, regardless of industry or whether it’s Facebook CRM software. For example, robust system customization, a mobile app, and solid reporting and analytics tools are all valuable attributes for any business. We also wanted to see the providers offer a range of third-party integrations outside of Facebook.

To assess the ease of use, we checked if the provider has built-in templates or automations. We also searched reputable review sites to gauge general user sentiment regarding its learning curve and ease of setup. In addition, we considered its plan options to see if it was easily scalable.

In addition to firsthand experience with these Facebook CRMs, we wanted to see what actual users say about each product using their online reviews. This allowed us to see how much they liked the Facebook integration features and whether, in their minds, it was worth the cost. We were also able to evaluate the CRM interface and features in terms of ease of use.

Affordability is a key factor in choosing a CRM system. We looked at the overall costs of each CRM as well as whether they offer freemium options. We also took a deeper dive and evaluated the costs specifically for integrating with Facebook. Finally, we looked at payment flexibility and whether there were both monthly and annual billing options.

Extensive customer service helps prevent poor user experiences while using CRM software. We looked at support availability and whether the provider was available 24/7. We also considered the number of channels users could access, such as phone, email, and live chat. Finally, we evaluated self-service resources such as a knowledge base, a community forum, and product tutorials.

Niche features were specific CRM capabilities that came with the Facebook integration. While lead data sync between the two systems is the most common feature, we also wanted to see more advanced functions. For example, a CRM with Facebook Messenger integration lets users directly communicate with leads or customers from the CRM interface. We also looked at whether you can manage Facebook ads or content from the CRM.

Frequently Asked Questions (FAQs)

No, neither Facebook nor its parent company, Meta, offer their own CRM system. However, many popular CRM systems, including HubSpot CRM, Zoho CRM, and Pipedrive, can integrate with Facebook for data synchronization and to get extended functionality, like ad management and content publishing, out of their CRM system.

A CRM system on Facebook is one that has been integrated, either directly or through a third-party connector like Zapier, to synchronize lead data or manage Facebook functions. While all Facebook CRMs allow data synchronization between systems, different products can provide other certain integration features. For example, Zoho CRM allows teams to monitor social feeds from the CRM, while Close CRM lets you use Messenger from the CRM.

The best CRM for Facebook leads comes down to how you wish to produce those leads. Facebook has numerous marketing tools, and different CRMs offer unique Facebook integration functions. So, for example, if you want to leverage social media posts to generate interest in your brand, Zoho CRM is the best option because it has content management tools. Alternatively, Insightly CRM lets you optimize custom lists for Facebook ads campaigns.

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Bottom Line

A Facebook CRM integration lets you synchronize your lead data and perform social media functions from the CRM. While many products can integrate with the social platform, different CRMs will be better suited for you based on your specific needs. Freshsales, for example, comes with omnichannel capabilities on top of its Facebook Messenger connectivity. HubSpot CRM offers data sync from ad form submissions and meeting scheduling via Messenger.

Visit HubSpot CRM

Bianca Caballero

Bianca Caballero

Sales & Marketing Analyst

Bianca Caballero is a sales and customer experience writer with a background in B2B and B2C growth across the health, pharmaceutical, and insurance space. She brings a practical perspective on how go-to-market teams are adopting AI tools and automation to improve prospecting and pipeline development. Her work explores how emerging technologies are reshaping sales and marketing workflows

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