Connect Facebook Messenger and Zoho CRM to unlock the power of automation
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Set up your first integration
Quickly connect Facebook Messenger to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Facebook Messenger with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Sent to Page" from Facebook Messenger.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Facebook Messenger and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- PageRequired
Try ItTriggerInstant- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant- New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerPolling
- Response_msg
- PageRequired
- Recipient_idRequired
- TextRequired
ActionWrite- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
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Practical ways you can use Facebook Messenger and Zoho CRM
Log Facebook Messenger inquiries in Zoho CRM.
When a new message is sent to a Facebook page, Zapier logs it in Zoho CRM as a new lead. This ensures you never miss a sales opportunity by having every inquiry documented and ready for follow-up.
Business OwnerCapture leads from Facebook Messenger to Zoho CRM.
Zapier helps marketers seamlessly transfer Facebook Messenger inquiries to Zoho CRM as new leads, streamlining lead management and helping teams respond faster. This integration improves conversion rates by addressing potential customers promptly.
Marketing & Marketing OpsPrioritize leads by syncing Facebook inquiries with Zoho CRM.
Zapier automatically adds every Facebook Messenger inquiry to Zoho CRM as a new lead, ensuring all potential sales opportunities are centralized and easy to prioritize. It improves lead responsiveness and ensures consistent follow-ups.
Sales OpsLearn how to automate Facebook Messenger on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Facebook Messenger + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Facebook Messenger and Zoho CRM
What is the first step in integrating Facebook Messenger with Zoho CRM?
The first step in integrating Facebook Messenger with Zoho CRM is to ensure you have access to a Zapier account, along with admin privileges on both your Facebook Messenger and Zoho CRM accounts. You'll use these privileges to connect them via our platform.
What triggers can be set in a Facebook Messenger and Zoho CRM integration?
You can set triggers such as 'New Message' on Facebook Messenger, which activates when a new message is received and initiates actions in Zoho CRM like creating or updating a contact.
What actions can be performed in Zoho CRM when there’s a trigger from Facebook Messenger?
When there's a trigger from Facebook Messenger, actions that can be performed in Zoho CRM include creating new leads, updating existing contacts, and recording interactions as notes under specific contacts or deals.
How often does the integration between Facebook Messenger and Zoho CRM sync data?
Our platform typically checks for new data every 15 minutes; however, this frequency may vary based on the triggers configured and your specific plan tier.
Can I customize the fields that get updated in Zoho CRM through this integration?
Yes, you can customize which fields are updated in Zoho CRM by mapping them during the Zap setup process. This includes deciding which details from Facebook Messenger correlate to fields within your CRM.
Is it possible to track customer conversations through this integration?
Yes, by integrating these platforms, you can automatically log customer conversations from Facebook Messenger into your Zoho CRM. This ensures all team members have access to interaction histories.
What happens if there’s an error during the sync between Facebook Messenger and Zoho CRM?
If an error occurs during the sync process, our system logs it immediately. You'll receive notifications detailing what went wrong so you can address any issues promptly.
