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 channelCustomize 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 TrackingInstagram 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 commentSchedule 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 retweetsContent 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 FeedsMedia 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 libraryCloud 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 integrationzShare 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.
We hope you find this useful. Try it out and let us know your valuable comments.
Recent Topics
Email Insights included in Bigin emals are marked as SPAM everywhere
Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is
Data Import | Zoho Analytics Custom Query Window Size
Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.
Name changed in settings for mailbox but still not changed when typed in To field
In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I
Cannot add my name to my domain name
I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.
Invoice status on write-off is "Paid" - how do I change this to "Written off"
HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
Establishing new Zoho email account on laptop
Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account with
unable to send message reason 550 5.4.6 unusual sending activity
My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected
how to add email to existing organization i w
I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?
e-mail bloqueado
Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.
zoho labels api not working
We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed
Desk DMARC forwarding failure for some senders
I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox
Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?
I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.
add zoho account
How to add a zoho mail to previous zoho account? I have two
Zoho Desk Mobile App Year-End Roundup - 2025
Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support
Narrative 17: The role of Zia AI in customer support
Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate
Domain Transaction
I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .
Ability to Set a Unified Tab Order/View for All Users in Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)
Zohomail - The "All Messages" vs "In Box"
Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.
error while listing mails
I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.
Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
Where to show Customization Field ?
Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?
Zoho Desk 2025 round-up: Key highlights on feature releases
Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia
Print Sales Orders, Purchase Orders or Invoices from API
Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks
How to show a hided report??
in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...
Converting Customer Invoice to Purchase Bill
Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate
Email tracking inquiry
I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can
Mass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
Collapsible Sections & Section Navigation Needed
The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
Quick Create needs Client Script support
As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
Download Attached Files
Hi everyone, Brand new to Zoho Creator. I have a form with a subform. The subform has a field for "File Upload" I have this in a subform to allow multiple files to be uploaded to the parent form. Once the files are uploaded, how can i download or view them? Is this a setting I am just not seeing? If there isn't a way to download them, could i create another form field that dynamically creates the file's URL? That way a user can click the URL to get to the file? Any help with this would be greatly
Ticket layout based on field or contact
Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
No funcionan correctamente el calculo de las horas laborales para informe de tickets
Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
Zoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval
Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.
Feature Request: Detailed View - Related Block Links!
Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!
Sub-Form Padding in CSV Export
Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad
Dependent / Dynamic DropDown in ZohoSheets
Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?
How do I change the order of fields in the new Task screen?
I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More
Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow
Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on
IA ou je peux trouver comment utiliser IA
Je voudrais utiliser IA dans l'interface zoho pour m'aider quand j'ai des questions de rôle partage ou autre configuration d'automatisation, j'utiliser ChatGPT externe mais il ne connait pas toujours l'interface zoho et les réponses sont parfois longue
Data Processing Basis
Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows
Next Page