Facebook Messenger CRM: Use a CRM Facebook Messenger [Dec 2023]

Want to integrate Facebook Messenger with your CRM? This blog post is for you! In this first-hand guide, we’ll cover everything you need to know about getting a Facebook Messenger CRM integration. We will also explain why you need an AI-powered customer conversation management software like respond.io and how you can use it for Facebook Messenger marketing, sales and support.

What is Facebook Messenger CRM?

Facebook Messenger CRM is the integration between Facebook Messenger and a CRM. Given Facebook Messenger's popularity, businesses want integrations to manage customer messages in their CRM.

However, because CRMs were originally built for email, only a few support native Facebook Messenger integration and most of them rely on third-party integrations. Before investing in a Facebook Messenger integration, here are a few things you should know.

Getting a CRM for Facebook Messenger: What You Should Know

To integrate Facebook Messenger with a CRM, businesses need to understand its business use and the integration that CRMs provide.

Facebook Messenger for Business

Businesses with a Facebook Page will automatically have a Meta Business Suite inbox created for the Page. Meta Business Suite is designed for businesses that receive low to mid volumes of messages.

It has tools to manage and organize their conversations, such as automated welcome and away messages, labels and notes.

Businesses with a Facebook Page will automatically have a Meta Business Suite inbox created for the page. Meta Business Suite is intended for businesses that have a low to medium volume of messages. Facebook Messenger API, on the other hand, is intended for large businesses and businesses wanting to expand their conversations. However, Facebook Messenger API is only an API and therefore does not have an interface. It must be connected to a CRM or a business messaging inbox like respond.io to send and receive messages. Note that the capabilities of the Facebook Messenger API depend on the software you have connected it to. If you are looking for a Messenger integration, you should try respond.io. — Meta Business Suite vs Facebook Messenger API

To integrate Facebook Messenger with a CRM, you'll need a Facebook Messenger API, suitable for large and scaling businesses. However, the Facebook Messenger API is just an API, so it does not have an interface.

To send and receive messages, the API must link to a CRM or an AI-powered customer conversation management software like respond.io. Note that the capabilities of a Facebook Messenger API integration vary based on the connected software.

That said, let's look at the types of Facebook Messenger integration supported by CRMs.

Integrating Facebook Messenger with a CRM

Most CRMs that support native integrations can't support Facebook Messenger features like videos and voice messages because they were not built for messaging. Therefore, this interferes with the messaging experience that Facebook Messenger provides.

For instance, Hubspot native integration does not support the preview of videos, voice notes and locations sent by customers. Agents have to download them to know the content.

Below is a table showing the features and limitations of some native Facebook Messenger CRM integrations. Note that the information below only highlights important features and limitations.

Looking for a CRM for Facebook Messenger or facebook messenger chatbot integration? This is a table shows the features and limitations of some native Facebook Messenger CRM integrations. It includes zendesk facebook messenger integration, salesforce facebook messenger integration andhubspot facebook messenger integration Note that the information provided below does not include all of the features and limitations. Not all crm with facebook messenger integration supports Facebook Messenger features. If you want to use Facebook Messenger to its full potential and integrate multiple CRMs with it, you’ll need a business messaging inbox like respond.io, designed specifically for messaging. — Respond.io vs native Facebook Messenger CRM integrations

Besides that, the native integration provided by CRMs limits the Facebook Messenger integration to a single CRM. A business with multiple CRMs will be unable to integrate Facebook Messenger with them.

Thankfully, most CRMs offer flexibility in using Facebook Messenger by providing third-party integration options. This allows you to use an inbox like respond.io, designed specifically for business messaging.

Respond.io enables you to streamline business communication across instant messaging apps along with traditional channels like email and webchat. It lets you use Facebook Messenger to its full potential and integrate multiple CRMs with it.

This image shows how the integration of Facebook Messenger with multiple CRMs works on respond.io. Respond.io crm's Facebook Messenger integration allows businesses to connect multiple CRMs to it. Not only that, Respond.io is an omnichannel messaging inbox that allows you to optimize business communication through instant messaging apps like Facebook Messenger along with traditional channels like email and web chat. Respond.io supports all the features of Facebook Messenger and provides businesses with advanced tools for sending messages, automating conversations, routing and assigning conversations, tracking agent workloads and more. — How it works: Integrate Messenger with multiple CRMs

It offers full Facebook Messenger features and advanced tools for businesses, including broadcasting, conversation automation, routing, workload tracking and more. We’ll cover more of this later. Now, let's look at how to integrate any CRM with respond.io to use Facebook Messenger.

How to Integrate Your CRM with Respond.io to Use Facebook Messenger

First, you need to connect your Facebook Messenger to respond.io. Then, create a new Workflow automation and add the HTTP Request Step in it to connect Facebook Messenger on respond.io with any CRM.

This will allow you to exchange information with your existing CRM while messaging customers on respond.io.

Integrate your CRM with respond.io via HTTP Request Step

You can qualify sales leads, update contact profiles and manage deals and tickets on external CRMs directly, avoiding toggling between your CRM and the respond.io inbox for Facebook Messenger replies.

Next, we’ll show how you can use respond.io for Facebook Messenger marketing, sales and support.

How to Use Respond.io for Marketing, Sales and Support

Respond.io allows businesses to send Facebook Messenger Broadcasts outside the 24-hour messaging window using Message Tags. With the Human Agent tag, businesses will get a 7-day messaging widow by default instead of 24 hours.

Now with more time for customer chats, let's explore using respond.io for marketing, sales and support.

Facebook Messenger Integration for Marketing

Meta does not allow businesses to message customers first to prevent spam. However, businesses can funnel inbound chats using chat links, QR codes, Facebook Messenger chat widget and click to Messenger ads, all configurable on respond.io.

Click to Messenger ads help marketers quickly move prospects through the funnel by directing them to their inbox instead of a contact form. A contact form gets prospects to provide their contact details, state their needs and wait for a salesperson's response.

This image shows the benefits of using Facebook Messenger Marketing on respond.io. Businesses can encourage inbound conversations with click-to-chat links, QR codes, facebook messenger integration website/website widget and Click to Messenger ads, which can all be set up on respond.io. With Click to Messenger ads, contacts open a conversation directly with you. Once a conversation opens, use respond.io to send a pre-chat survey to identify if the lead is new or existing. In addition, businesses can use respond.io’s Facebook comment auto reply feature to reply to Facebook promotional post comments via Messenger. This way, you can engage with potential customers and turn commenters into contacts. Looking for a facebook messenger crm free? Try respond.io instead. — Facebook Messenger CRM: Benefits of respond.io Facebook Messenger integration for marketing

With Click to Messenger ads, contacts open a conversation directly with you. Once a conversation opens, use respond.io to send a pre-chat survey to identify if the lead is new or existing.

If they're an existing contact who previously messaged on another channel, merge their contact information for a comprehensive view of their interactions with your business. Additionally, you can retrieve and update their contact information on your CRM.

By getting a complete view of a lead, you’ll be able to grasp the context of their past interactions, understand their interest in your products and continue to target them with Sponsored Messages based on insights gained from the conversation.

In addition, businesses can use respond.io’s Facebook comment auto reply feature to reply to Facebook promotional post comments via Messenger. This way, you can engage with potential customers and turn commenters into contacts.

Next, we’ll show you how to use Facebook Messenger for sales on repond.io.

Facebook Messenger Integration for Sales

Integrating your sales CRM with respond.io enables data exchange between both platforms, allowing for easy lead qualification and deal creation with a click. Agents can carry out sales-related tasks while talking to customers without switching between platforms.

Businesses can automatically collect lead information and qualify them with the AI Agent. It can also serve as the initial responder to handle routine lead inquiries.

This image shows the benefits of using respond.io for Facebook Messenger sales. Once you connect facebook messenger to crm on respond.io, you can exchange data between your sales CRM to qualify leads and create deals with a click of a button. Agents can carry out sales-related tasks while talking to customers without switching between platforms. Respond.io also allows businesses to automate sales tasks like qualifying leads and auto-assigning them to the right sales team based on the funnel they fall into. Managers can also ensure equal lead distribution among the sales team and assign existing customers to their dedicated salesperson automatically. — Facebook Messenger CRM: Benefits of respond.io Facebook Messenger integration for sales

Respond.io's customizable Workflows enable managers to route leads based on criteria like priority access, deal size or region. Agents can use AI Prompts to enhance message clarity, translate to bridge language gaps, ensuring effective communication with diverse customers.

Additionally, the auto-assignment logic ensures fair lead distribution among the sales team and automatically assigns existing customers to their dedicated sales agent. Now, let's look at how you can use respond.io for Facebook Messenger customer support.

Facebook Messenger Integration for Customer Support

The customer support team is often overloaded with simple inquiries from customers. Instead of assigning and answering every inquiry manually, businesses can use respond.io to minimize support agents' workload.

They can automate FAQs and send multiple-choice questions to help customers communicate what they want clearly. Then, route them to the right team and assign them to the right agent. Businesses can leverage AI, similar to the AI Agent's abilities in sales, to manage routine inquiries and escalate complex or sensitive issues to human agents.

This way, agents can focus their time and resources on critical issues and provide quality support. Tools like AI Assist can further reduce agents' workload by offering quick access to relevant information from knowledge bases and existing resources.

This enables faster, more accurate responses to customer inquiries, improving response times and enhancing the customer experience. Plus, with the Human Agent Tag, agents will get 7 days to solve complex issues.

This image shows the benefits of using respond.io for Facebook Messenger customer support. Businesses can use respond.io to automate FAQs and send multiple-choice questions to help customers communicate what they want clearly. Then, route and assign them to the right team or agent. Suppose an agent cannot resolve an issue. They can request a manager's assistance through internal comments or escalate the case to external CRM platforms with one click while chatting with customers. To measure the success and quality of a company’s customer support, businesses can send a CSAT survey or track individual or team performance via the advanced Reports and Analytics Module. — Facebook Messenger CRM: Benefits of respond.io Facebook Messenger integration for support

Suppose an agent cannot resolve an issue. They can seek manager assistance through internal comments or escalate the case to external CRM platforms with one click while chatting with customers.

To measure the success and quality of a company’s customer support, businesses can send a CSAT survey or track individual or team performance via the advanced Reports and Analytics Module. Finally, you can carry out all your tasks anywhere with the respond.io mobile app.

We hope you found our first-hand guide helpful. Are you ready to use Facebook Messenger to its full potential? Sign up for our free trial and grow your customer relationships today!

Facebook Messenger CRM: How to Connect A CRM with Facebook Messenger on Respond.io [Jan 2024]