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Set up your first integration
Quickly connect Facebook Messenger to Simple CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Facebook Messenger with Simple 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 "Create Contact" in Simple CRM.
You’re connected!
Zapier seamlessly connects Facebook Messenger and Simple 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 Company
Triggers when an new company is created.
Try ItTriggerPolling - New Linked Contact and Company
Triggers when a link between a contact and a company is created.
Try ItTriggerPolling - New Business Opportunity
Triggers when a new interaction which type is "Sales" is created.
Try ItTriggerPolling
- Response_msg
- PageRequired
- Recipient_idRequired
- TextRequired
ActionWrite- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - New Interaction
Triggers when a new interaction is created.
Try ItTriggerPolling - New Project
Triggers when a new project is created.
Try ItTriggerPolling
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Learn how to automate Facebook Messenger on the Zapier blog
Frequently Asked Questions about Facebook Messenger + Simple 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 Simple CRM
What are the prerequisites for integrating Facebook Messenger with Simple CRM?
To integrate Facebook Messenger with Simple CRM, you need an active and authenticated Facebook account, admin access to the associated Facebook Page, and a subscribed Simple CRM account. Ensure both platforms have API access enabled.
How do triggers in Facebook Messenger initiate actions in Simple CRM?
Whenever a new message is received in Facebook Messenger, it serves as a trigger that can initiate predefined actions within Simple CRM, such as creating a lead or updating contact information. Make sure you configure these triggers accurately according to your workflow needs.
Can I customize which messages from Facebook Messenger are added to my CRM?
Yes, you can customize settings to specify which incoming messages from Facebook Messenger should be automatically logged or trigger actions in Simple CRM. Use filters and conditions to tailor this setup according to keywords or sender attributes.
Is it possible to send automated responses from Simple CRM back to customers on Messenger?
Yes, by setting up appropriate actions when certain triggers occur (like receiving specific keywords), you can automate responses directly from Simple CRM back into the customer's Messenger thread.
How often does the integration sync between Facebook Messenger and Simple CRM?
The integration typically syncs in real-time as soon as a trigger is activated. However, network conditions and API response times might cause slight delays occasionally.
What types of data can be shared between Facebook Messenger and Simple CRM through integration?
Data such as message content, sender details, timestamps, and attachments can be shared from Facebook Messenger. On the other hand, contact details and engagement history updates are commonly exchanged with Simple CRM.
Are there any limitations on the number of messages that can trigger actions in our system?
Our system supports triggering actions for a high number of incoming messages; however, depending on your plan and current workload capacity of API requests per minute/hour limits may apply. Consult your service agreement for specifics.