New Facebook Integration for Agile CRM

Facebook Intgration

In addition to our popular Social Suite, which lets you post, schedule and automate tweets on Twitter, many companies use Agile’s social media plugins to turn Agile into a dynamic social CRM. Adding widgets to your CRM account makes it easy to monitor your brand on social media and engage contacts in the social universe from their contact pages in the CRM. This is especially useful because our 360-degree contact view includes a complete contact timeline, web stats, info on deals with the contact, and more, putting the info you need for productive social media interaction right at your fingertips.

Our new Facebook Widget is specifically designed for companies wishing to grow their business using Facebook’s innovative features, such as posting to a customer’s Facebook wall, directly from the contact page in the CRM. Engaging with your leads and contacts on social media has never been so easy.

Agile CRM’s new Facebook Integration emphasizes one-on-one interaction on the popular platform, helping you to build the type of personalized customer experience that modern consumers have come to expect. With over 800 million daily active users (and almost 700 million daily active users on mobile devices), Facebook is a treasure trove of potential business. It’s increasingly the go-to place where consumers find out about new products and share the products they love with their friends and community. If you want to scale a business in today’s world, you need to be on Facebook.

Here’s how to get up and running with our new Facebook widget:

  1. Activate the plugin: Follow these instructions to set up the widget from the Preferences page or any Contact Detail Page in Agile.
  2. Search for contacts: Use the Agile CRM Facebook Widget to search for the correct Facebook contact. After you’ve activated the plugin, the widget will show up on individual contact pages.

Facebook Contacts

  1. Send friend requests (DEPRECATED DUE TO FACEBOOK’S POLICY CHANGES): Use the widget to send your contact a Facebook ‘friend request’ so you’ll be connected and able to interact directly with the contact’s social media profile.
  2. Post to your contact’s wall (DEPRECATED DUE TO FACEBOOK’S POLICY CHANGES): Once the contact has added your company as a ‘friend’ on Facebook (or you’ve accepted their friend request), you’re ready to post directly to the contact’s wall. Thank them for their business, share a relevant blog post, or let them know about special offers, discounts or new features. Posting to a customer’s wall is a simple way to encourage them to share information about your company with their own network, and posting to a sales prospect’s wall is a great way to encourage a meaningful discussion about your product or industry.

Facebook Integration in Agile CRM

Don’t have an Agile CRM account yet? Sign up for a free CRM account today.

PS. Are you already an advanced social CRM user? We recommend signing up for Zapier to automate tags, tasks, campaigns and more. Here are some current zaps connecting Agile CRM and Facebook. It’s also remarkably easy to create custom zaps.

Manohar Chapalamadugu

With over ten years of entrepreneurial experience in SaaS/Mobile/Telephony, Manohar Chapalamadugu has founded many successful product companies like InVox, MantraGroup (acquired) and ClickDesk (more than 125,000 businesses). He has held VP, Product Development at Corsoft and Director, Product Development at Veratron. He has a Masters in Computer Science from SUNY, Stony Brook and Bachelors from Birla Institute of Technology and Science, Pilani.

5 Comments

Stephen

about 3 years ago

Guys, are there any plans to develop a Facebook app to collect contact info, would be great for running competitions or promoting signup etc. Regards Stephen

Reply

TJ

about 3 years ago

Hi there This sounds like a great advancement, but I am a bit confused - Businesses are required to use facebook as a page. In fact Facebook are in the middle of a massive crackdown on businesses with Profiles and are deleting them. I might be wrong, but it seems to me that Agile wants to use my personal facebook profile to connect with customers - which is not something that I really want. Is there going to be a solution that works with Facebook business pages? TIA

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Colin

about 3 years ago

Can this integrate with a Facebook Page. Your comments above "Our new Facebook Widget is specifically designed for companies wishing to grow their business using Facebook’s innovative features" specifically represent "companies". I can't see how to set this integration with the "company" page. It seems to link the personal profile only. I hope you can point me in the right direction.

Reply

Naomi

about 2 years ago

I also cannot see how to integrate with a business page, in fact preferably several business pages as my client has one for each product.

Reply

Radhika Roy

about 2 years ago

Hi Namoi, currently, there are two ways to integrate Agile CRM with Facebook. 1) You can integrate Agile Lead Form in your Facebook business page to capture leads. As of now, we can only integrate one business page. Please refer https://www.agilecrm.com/blog/capture-facebook-leads-directly-agile-crm/ for details. 2) You can integrate your personal Facebook page with Agile CRM as explained in this blog. For any new feature, would request you to put your requirement on Uservoice (https://agilecrmcom.uservoice.com/) and based on votes we will take it up in our product roadmap.

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