Latest updates in Social to elevate your social media marketing

Latest updates in Social to elevate your social media marketing

Hello everyone,
 
We've recently introduced a lot of features and enhancements to Social in Zoho CRM Plus to help you improve your social media marketing. Here is a list of all the updates.

Video marketing

Integrating YouTube

Youtube can now be integrated with Social, which lets you publish or schedule videos to your YouTube channel. The Monitor tab lets you keep an eye on all your likes, dislikes, and playlist. It also lets you moderate comments on your channel. In addition, a detailed report is available that lets you analyze the audience, post and engagement, video performance, cards, and end screen. You can also create a custom report and export it or share it through email. This report can be scheduled to be generated automatically and shared with clients or team members. 
Read More: Connecting a YouTube channel

Customize your video's thumbnail

While uploading a video, you can set the thumbnail in the following way
  • Select an auto-generated thumbnail: Once a video is uploaded, a list of thumbnails will be automatically generated that are different screenshots from the video. You can select a thumbnail of your choice.
  • Upload image as a thumbnail: Select an image from your computer to use as the video's thumbnail.
  • Choose a frame from the video as a thumbnail: Play the video and pause it at the frame you want to set as the video's thumbnail. You can also drag the cursor across the video timeline and select a frame.
    Read More: Video thumbnail customization

Content approvals and workflow

Social media posts can be sent as drafts for approval before they are published. Users with the Publisher role can create these drafts and send them for approval, which can be approved by users with Approver permission. They can also update, or reject the post from getting published. If rejecting, they can include a reason for rejection, which will be shared with the publisher. 
Read More: Content approvals 

Smarter publishing assistance

UTM tracking

These are simple text codes that let you track website visitors and  traffic sources. The UTI Parameters—including source, medium, campaign, and content—can be appended to the URL right from Social. You can also append a custom parameter if required. These parameters can be used to analyze traffic using an analytics tool.
Read More: UTM Tracking

Instagram first comment

Social lets you add a comment along with your Instagram post, and both can be published together. This comes in handy when you want to include a list of hashtags along with the post. Adding them as a comment avoids cluttering the caption, helps target the right audience, and boosts visibility for the post.
Read More: Instagram first comment

Schedule retweets

Retweets can be scheduled to be published at a later date and time. You can add them to the queue or choose a time slot suggested by SmartQ. SmartQ predicts the date and time there is a high chance for an increase in the audience traffic. 
Read More: Scheduling retweets

Content management

RSS feeds

These allow you to follow updates of any new content from websites you're interested in. You can add a list of feeds and share the updates on social media, discuss the post with your teammates, or move it to draft.
Read More: RSS Feeds

Media library

This is a repository where you can add resources such as videos, images, and GIFs that can be included in posts across channels. You can add files from your computer or select files from various cloud services such as Zoho Workdrive, Google Drive, Box.
Read More: Media library

Cloud Picker

Files can be uploaded from Zoho Workdrive, Google Drive, Box, OneDrive, Dropbox, Evernote and from your computer.

Lead generation from LinkedIn

Lead forms in Social can be used to gather contact information from prospects by sharing engaging content on LinkedIn. This contact information can be synchronized with your CRM account and you can continue your sales process.
Read More: LinkedIn lead ads integration

zShare extension for browsers

Often we come across interesting content we want to share with our social media audience. That might involve a series of steps that can be avoided by using the zShare browser extension. With this, you can easily share articles, blogs, tweets, and posts on Facebook.

zShare in Google

This extension can be used to generate relevant results in Twitter based on your search keywords in Google. You can also view the user results from Twitter.

zShare in Facebook

This extension automatically adds a zShare button, which can be used to share posts, links, videos, and articles that you come across in Facebook. You can modify the content before publishing them across various social channels.

zShare in Twitter

This extension automatically adds a zShare button in Twitter, which can be used to share tweets across various social channels. You can choose to schedule the tweet or post it right away.


Read More: zShare extension
 
We hope you find this useful. Try it out and let us know your valuable comments.

    • Sticky Posts

    • Zoho CRM Plus in 2023: Let's rewind

      Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

    • The CX Workshops are back in 2023!

      Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

    • Refer Zoho CRM Plus to your friends and earn rewards!

      Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

    • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

      Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

    • Unified telephony in Zoho CRM Plus

      In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

    • Recent Topics

    • Zoho Commerce and Third-party shipping (MachShip) API integration

      We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

    • What happens to the files created by user, whose account is deleted.

      Hello, I created a folder in the My folders names "Quote" I shared the same with my colleague. She created some files and folders in that folder over the period of 1 and half year. Now she left company, and I deleted her account from Zoho. What happens

    • Internal Error When Accessing Team Inbox.

      All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.

    • Sharing URLs and direct access

      Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

    • Zoho Mail Android app update: Calendar enhancements

      Hello everyone! In the most recent version of the Zoho Mail Android app update, we have introduced various new enhancements for the calendar module. Let's explore what's new. Drag and drop events to update the date and time We have enhanced the calendar

    • Enhance Delay Configuration in Zoho Flow

      Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming

    • Contratação ProdutivosX

      Bem-vindo(a) ao processo de contratação da ProdutivosX. Este formulário tem como objetivo coletar informações essenciais para análise de perfil profissional, alinhamento de competências e possível integração ao equipamento ProdutivosX. A ProdutivosX é

    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

    • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

      Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

    • Problem using Zoho Desk API

      Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string

    • Email Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)

      I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containing

    • Customer ticket creation via Microsoft Teams

      Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

    • Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

      Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Seamless Round-Trip Navigation for Related Blocks (Detail View)

      As highlighted previously in this post (and here, here, here, and here), we still lack a fundamental capability for seamless navigation in Related Blocks. The popup that appears when adding a related record doesn't exist for viewing/editing existing records,

    • Social Profile Logo Format

      Hello, I'm using Zoho Sites and am attempting to add a couple of social media accounts to my profile that aren't included in the default platforms that are available. What format is the logo required to be in? I have tried .png and .jpg with no success.

    • How to create Sepa Direct Debit XML file: solution and code

      Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa

    • Traditional Spreadsheet vs Zoho Tables

      Hello everyone, This article explains the differences between Spreadsheet applications and no-code databases, such as Zoho Tables. While both tools belong to the "grid" family, the core difference lies in their purpose. A spreadsheet (such as Zoho Sheet,

    • RFQ MODEL

      A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

    • Delegate Access - Mobile iOS/iPad

      We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, Jake

    • Request For Quotation (RFQ) module

      Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

    • Support for Developing Zoho Recruit Extensions via Zoho Sigma

      Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like

    • FOLDER DISAPPEARED

      Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,

    • How to create estimates/Invoices with sub-totals

      Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?

    • Deluge scripts

      Why is there not a search function to make it easier to find the script of interest when modifications are required.

    • Social media simplified with Zoho Social: Why should brands have a Threads profile?

      Just over a year ago, Instagram launched Threads, the all new social media app primarily focusing on sharing text online. It was welcomed by people worldwide with more than 10 million users in just seven hours, and it currently has over 175 million active

    • Auto tracking URL generation based on Carrier

      Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,

    • New Beginnings with Zoho Desk mobile app best practices: Part 3

      In focus: Scaling consistency, intelligence, and customization In our third installment, we'd like to share tips to help you elevate your customer experience as you handle support operations seamlessly on mobile. Let's reconnect with Omniserve, the field

    • Highlights of 2025: Milestones and moments

      Hey everyone! As we step into 2026, it’s a great time to look back at everything 2025 brought to Zoho Social. This year was big, packed with powerful new features, smart enhancements, exciting events, and a major milestone: a whole decade of Zoho Social.

    • Introducing the sandbox environment in Zoho Sign

      Hey there! Customer and partners across the globe have been requesting a testing environment—also called a sandbox—for quite some time. Sandboxes help you try out document workflows before using them in your production setup. This new year, we are excited

    • Can I share the drive with another Windows user?

      We use the WorkDrive Sync application on a server with several remote desktop users. Our question is: Can the drive created by WorkDrive Sync be shared from one of these remote users with the other users so they can access the files, or do we need to

    • Syncing Bills in Zoho Books to Zoho CRM

      Is there any way to sync the Bills in Zoho Books in Zoho CRM

    • Auto CheckOut Based On Shift.

      This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

    • ERROR: Product type cannot be changed for Items having transactions.

      I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product

    • Boost your CRM accuracy with smart Data Enrichment

      Hello all! In this post let's look at data enrichment from a holistic perspective to gain more clarity on how you can use it. So, here's a quick recap of what data enrichment is and how you set it up it to enhance your existing module data! What is data

    • Is it possible to set a region lookup table so that my deal country can lookup this lookup table

      Hi there, I would like to be able to add a data lookup table with the following fields: Country, Region. And then in my deal report, i can then lookup this table to fish out the region in my report. This will be important for my sales process to categorise

    • Test Emails Show Sent "via zcsend.net" in My Gmail Account

      I noticed the following info... However, a few email service providers such as Outlook and Gmail will display that the email was sent by zcsend.net (Zoho campaigns’ server) on your behalf instead of just your from email address.  In order to prevent this, you can go for either of these options: Do not select the check box meant for DomainKey Signature which is listed under Unverified sender domains. Include our mail servers by advanced authentication method such as SPF/ Sender ID and DomainKey/ DKIM.

    • 'UnAuthenticated Connection: zbooks_connection'

      I have a zoho connection in Zoho Books, the link name es zbooks_connection, but I like to validate if exist, by example if I use this line in my code: response=zoho.books.getTemplates("", "","zbooks_connection"); But I don't  have the connection I like

    • Calling the new 'Custom API' feature from within a Custom Widget

      From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even

    • Cannot post to Instagram. I get the error: Insufficient permission to publish on this page. Check with your page Admin to update permissions.

      We had another admin that left the company. Since he left, we get this error when posting to Instagram.

    • Next Page