Facebook Lead Ads is a great way to generate quality leads for your business. But running Lead Ads isn’t just about collecting potential customer information — it’s about converting those leads into paying customers.

The challenge begins once you’ve received their contact details. Downloading, storing, assigning, and following up can be a time-consuming and inefficient process. If you’re still handling these tasks manually, your competitors may already have the upper hand.

This is where a CRM comes in. A CRM automates repetitive tasks, streamlines lead management, and ensures you can quickly follow up with leads, boosting your chances of conversion.

In this article, we’ll explore the 10 best CRMs for Facebook Lead Ads for small businesses and teams, plus how to integrate them seamlessly into your workflow.

1. Privyr: The best Facebook Lead Ads CRM for mobile-first businesses, agencies, and solopreneurs

When it comes to CRMs, the first impression is often that they are complex and come with a steep learning curve. In many cases, that’s true! You’ll need to grasp at least some technical aspects to fully utilise their potential. This is where Privyr stands out from your average CRM. Unlike other tools on the market, you can get started with this CRM within minutes. It’s designed to work like a regular app on your phone. 

Privyr is a mobile-first CRM, designed for small to medium teams that want to run their sales process effectively from their smartphones. It’s packed with features that a team on-the-go would need to enhance their sales and collaboration process. You can easily integrate this CRM with your Facebook Lead Ads, without any coding or additional connector tools, so you can receive instant new lead alerts on your phone. You can also use Privyr CRM to automatically assign new leads to your team members, send a personalised outreach in one tap, and then manage the relationship over time. 

Here are few features that make Privyr an excellent choice for Facebook Lead Ads: 

  • Powerful, fully-featured mobile app 
  • The only mobile CRM with Meta Conversions API (CAPI) Integration for enhanced Facebook lead quality
  • Easy and straightforward integration with Facebook Lead Ads – no additional tools needed. 
  • Instant new lead alerts on mobile. 
  • Automatic lead distribution and assignment
  • Seamless integration with any communication channels, such as messaging apps (WhatsApp, iMessage, Telegram, etc.) and email with one-touch auto-personalisation
  • Automation for repetitive tasks, such as importing new or existing leads from your sources and scheduling follow-up reminders 

Limitations of Privyr 

Privyr is not designed for enterprise-level operations with complex reporting requirements. Therefore, if you’re looking for a CRM with more complex functionalities, it might not be the best choice. Also, the tool is designed to focus on the sales process. It doesn’t offer native marketing features that some other CRMs may come with. 

How to integrate Privyr with Facebook Lead Ads

Here’s a step-by-step guide to integrating Privyr with Facebook Lead Ads. 

Step 1. Create your account and download the app

Go to www.privyr.com and create your account. Then, install the Privyr app on your mobile device. Privyr is available on both the App Store for iOS devices and Google Play Store for Android devices. 

Step 2. Connect Privyr with Facebook  

In the app, tap on Account and select Integrations

Under the Lead Sources tab, you’ll find Facebook. Tap on Configure. This will redirect you to your Facebook page. Click on continue. Your Privyr account is now connected with Facebook.   

Once you’ve connected your Privyr account to your Facebook page, you can also integrate Meta Conversions API (CAPI) if you wish. It’s highly recommended as the Conversions API improves your Facebook Ads targeting based on leads you’ve marked as successfully converted in your CRM. 

  • On your Privyr account, go to Account > Settings > Meta Conversions API 
  • Log in by clicking Login with Facebook. You may need to confirm the Facebook Profile that you want to continue with. 
  • You’ll then be prompted to Connect Privyr to Facebook. Click Next.
  • Next, you’ll be prompted to confirm settings. Select the Business Portfolio and Meta Pixel that you want to connect to Privyr, then click Continue.
  • You’ll now be asked What is Privyr allowed to do. Enable all options and click Next.
  • Click DONE.  

Learn more: What is Facebook Conversions API and how to make the most of it

2. Zoho: The best Facebook Lead Ads CRM for desktop-based small businesses

Zoho CRM is a cost-effective, feature-rich CRM built for small to medium-sized businesses. It can be an excellent choice if you’re seeking sales automation, lead tracking, and email marketing in a single platform. It seamlessly integrates with Facebook Lead Ads, allowing you to capture leads in real time. Zoho CRM works best on its desktop application, making it ideal for handling your sales process directly from your workspace. 

Here are the features that make Zoho effective, specifically for Facebook Lead Ads:   

  • Native Facebook Lead Ads integration
  • Social CRM tools
  • Custom automation that supports automatic workflows for Facebook leads
  • Lead enrichment feature to enrich lead profiles with data captured from Facebook

Limitations of Zoho 

Zoho is a good tool for small businesses, but it comes with a learning curve. You might need to allocate a significant amount of time to learn it in the initial phase. Also, there’s very limited customisation in lower-tier plans and you may feel overwhelmed due to the sheer number of features. The tool might not be suitable if you’re just looking for a simple and straightforward solution for your workflow. 

How to integrate ZOHO with Facebook lead Ads

You can integrate Zoho directly with Facebook Lead Ads through Zoho social. The feature allows you to connect the CRM with social media platforms. Here’s how to connect Zoho with Facebook Lead Ads. 

  1. Go to Setup on your Zoho CRM account.
  2. Navigate to Channels > Social.
  3. Select and Import the Social brand you want to integrate with your Zoho CRM account.
  4. Go to the Lead Forms module in Social.
  5. Then, click Set Up Facebook Lead Ads Now.
  6. Log in to your Facebook account.
  7. Choose the ad account you want to add to Zoho Social.
  8. Click Proceed to allow Zoho Social to map all the fields to Zoho CRM automatically.
  9. Click Edit Mapping to map fields individually to Zoho CRM. 

3. Pipedrive: The best Facebook Lead Ads CRM for sales teams prioritising pipeline management

If you prefer a sales-focused CRM with a visual pipeline interface, you may want to take a look at Pipedrive. The CRM is designed to streamline lead tracking, prioritisation, and follow-ups. Small sales teams and businesses that focus on closing deals can highly benefit from its workflow.

The features that make Pipedrive effective for Facebook Lead Ads include: 

  • Easy Facebook Lead Ads integration via connector tools
  • Visual sales pipeline to track Facebook leads through clear and actionable steps
  • Customisable deal stages for Facebook Ad campaigns
  • Real-time notifications when you capture a new Facebook lead

Limitations of Pipedrive

Pipedrive is a great CRM for small sales teams but it might not be suitable for teams looking for advanced marketing automation features. Additionally, you may need to add other paid tools like Zapier and Make to connect Pipedrive with Facebook Lead Ads. Extra tools mean extra costs. Also, the mobile app comes with limited features and may not be as effective as the desktop version. 

How to integrate Pipedrive with Facebook Lead Ads

  1. Log into your Pipedrive account and go to Settings > Integrations.
  2. Pipedrive relies on third-party tools like Zapier and Make to connect with Facebook Lead Ads.
  3. If you have a Zapier account, set up a Zap and select Facebook Leads as the trigger and pipedrive as the action. 

Or If you prefer Make, go to Integrations > Page, and select Pipedrive and Facebook Lead Ads, and follow the instructions to link your accounts

  1. On Zapier, customise the lead information to ensure it matches your Pipedrive fields.

4. ActiveCampaign: The best Facebook Lead Ads CRM for sales teams prioritising email marketing

ActiveCampaign combines CRM capabilities with email marketing features. The CRM is great for personalising customer journeys and integrating your Facebook leads’ information into email campaigns. It also offers automation features to streamline your repetitive tasks. 

Here are some features that make ActiveCampaign effective for Facebook Lead Ads: 

  • CRM-driven ad audiences help sync CRM data to create highly targeted Facebook Custom Audiences
  • Advanced automation feature automates workflows to send follow-up emails or SMS messages to Facebook leads.
  • Lead scoring based on engagement and custom criteria
  • Facebook engagement tracking monitors how Facebook leads interact with your emails and other marketing content

Limitations of ActiveCampaign

While ActiveCampaign is a great CRM for automating email marketing campaigns, it comes with a steep learning curve. Users will have to allocate some time to be able to fully benefit from its features. Additionally, Facebook Lead Ads Integration is only available for higher tier plans, making the tool out of reach for teams on a budget. The tool may be less suitable for teams focusing on the sales process, or teams that primarily interact with their leads on mobile apps like WhatsApp and text.   

How to integrate ActiveCampaign with Facebook Lead Ads

  1. Click Apps on your Active Campaign account.  
  2. Select Lead Ads integration.
  3. Click the Add an account button.
  4. A new pop-up window will open. Click the Connect button.
  5. This will redirect you to your Facebook account. Follow the prompts to log into your account.
  6. Click Next.
  7. On the next screen, check the following options as a minimum:
    • Access leads for your Pages
    • Manage accounts, settings, and webhooks for a Page
  8. Click Done. A new pop-up window will confirm that you have linked ActiveCampaign to Facebook. 
  9. Click OK.
  10. You’ll now be redirected to your ActiveCampaign account. Click Add new resource.
  11. On the new pop-up window,
    • Choose the Lead Ads account in the Account dropdown.
    • Choose the Lead Ads form you’d like to connect in the Forms dropdown. You’ll need to repeat this step if you have multiple forms).
  12. Click Continue.
  13. You’ll now see a list of information imported from Lead Ads. Click Continue.
  14. Next, map additional fields by clicking the Add Field button. Keep in mind that email fields are required. 
  15. Click Finish.

5. Monday.com CRM: The best Facebook Lead Ads CRM for custom workflows and collaboration

Originally a project management tool, Monday.com is also a highly customisable and visually intuitive CRM. It can be an excellent tool for teams looking for advanced collaboration features in their CRM. It also comes with flexible workflows to manage Facebook leads the way users prefer. 

Here are some features of Monday.com that are specifically useful for Facebook Lead Ads:

  • Custom workflow automation allows you to build any workflows that capture and track Facebook leads within Monday.com.
  • Visual dashboard helps easily monitor Facebook Lead Ad performance and campaign progress.
  • Native integration with Facebook Lead Ads.
  • Collaborative tools to assign Facebook leads to team members and track progress in real-time.
  • Highly flexible setup so you can build custom workflows that suit your sales process.

Limitations of Monday.com

Monday.com requires setup and customisation to get started, which can be time-consuming. However, one of the biggest drawbacks of this tool is that you need a Facebook Ads Business Account for native integration. Subscription cost can escalate as you add more users and features.

How to integrate Monday.com with Facebook Lead Ads

  1. On your Monday.com dashboard, set up a board with the fields you want to collect on your form.
  2. Create the lead generation campaign on Facebook with a form that corresponds to your board.
  3. Go to the Integrate button at the top of your board. 
  4. Use the template: “When a lead form is submitted, create an item” to collect leads from Facebook Lead Ads.
  5. Once you’ve selected the template, you’ll be redirected to connect to your Facebook Ads account in a new tab.
  6. Log into your Facebook account and select the Page you want to use and click on Continue
  7. Accept permissions.
  8. Navigate to the form you’re using to collect leads. 
  9. Return to the integration set up within monday.com. 
  10. Select the Facebook Form that you want to pull into the board.

Conclusion 

One major drawback of generating leads through Facebook Lead Ads is the lack of instant lead alerts. This forces you to repeatedly check Facebook Leads Center, risking missed opportunities if you can’t follow up with new leads immediately. Fortunately, a CRM can address this issue by providing you with real-time notifications.

However, choosing the right CRM involves more than just having instant lead alerts. You must assess your workflow to find a solution that fits the overall needs of your sales process. Avoid overly complex tools for general use or those with limited features that may not scale with your business.

The good news is that most CRMs offer free trials, allowing you to test them and determine which one works best for you.

If you’re looking for a simple mobile-first CRM with powerful features you can leverage even while out-and-about, look no further than Privyr. The app works from anywhere and allows you to collaborate with your team and engage your leads via WhatsApp, text, email, call, and more. 
Try Privyr for free today!

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Author

A writer from the heart and marketer from the mind, Michael writes to help businesses implement effective sales and marketing strategies.

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