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
Slow Sloww Slowwww Responses
Good day, Has anyone been experiencing slow responses from support? Since Thursday I migrated my Whats app to Sales Iq and I had to synch with Social to get the otp they were sending. Apparently What's app can't be automatically added so I reached out
You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes.
When one of Zoho Books user tries to select a vendor, recording a new bill, these message appears: You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes. Other user, at the same time, but different
Enable Conversation Context Retention for SalesIQ Answer Bots
Hello Zoho SalesIQ Team, We hope you are doing well. We have noticed that SalesIQ bots currently fail to maintain conversation context in Hebrew. For example, when we follow up on a previous answer or ask for clarification in Hebrew, the bot either provides
Automatic Hebrew Small Talk Setup Without Duplicate Term Errors & Manual Configuration
Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Small Talk feature in Zoho SalesIQ, specifically for Hebrew language support. Current Challenge: When setting up Small Talk for Hebrew, we encounter multiple issues: Simple
Should I Add Leads in Bigin?
ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list. if I enter them I can track them (I understand
Zoho Books - Perform a validation check before an invoice is marked as sent or sent
Allow the validation rules to apply to button actions. For example: an invoice could not be sent or marked as sent if it has an empty value in a custom field. (The field could remain blank while it is being worked on.)
Flow error "given url is wrong"
when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."
Upgrade Zoho Desk Agent-Side Answer Bot to GenAI
Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.
Bigin Android app update: Email filters enhancement, change owner for related records.
Hello, everyone! In the most recent Bigin Android app update, we have introduced additional email filters and an option to change the owner of related records. Email filters: We have now brought in support for 'All Emails' and 'Added from Widgets' filter
How can I get all conversations and comments of a Zoho Desk ticket using ZOHODESK
Hi everyone, Currently, I am developing a Zoho Desk extension, and I am following the guide available at https://www.zoho.com/desk/extensions/guide/#ticket-object. While working with Zoho Desk, I have noticed that I can only retrieve the general information
AI & Zoho Recruit
Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translation
Workdrive and ChatGPT Team Synced Connectors
Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition
widget url 404'ing
I'm creating a widget for the first time. When I grab the url from the base url section of the widget builder and append /widget.html it 404's Just wrote a very basic test. I have a folder structure app.zip - widget.html --js/app.js /widget.html <!DOCTYPE
Unable to Edit Pick-List Items in Custom Project Field(s)
I can edit most fields normally, but if I try to edit - in any way - a Pick List field, I just get this error: To be perfectly clear, I'm trying to edit an existing Pick List field (adding or removing items), not adding a new instance. If I rename it,
How to display results from zoho.crm.searchRecords in message window
Hello, I've created a custom function which is linked to a custom button which pulls a date from our contacts module and searches a date field in our quotes module and returns all records matching the date. My issue is, how to I get this to display the
Domain Transfer
Hello there! I wanted to know if I can transfer my domain from Zoho to other hosting providers or use a different hosting provider instead of zoho's services.
Select CRM Custom Module in Zoho Creator
I have a custom module added in Zoho CRM that I would like to link in Zoho creator. When I add the Zoho CRM field it does not show the new module. Is this possible? Do i need to change something in CRM to make it accesible in Creator?
New User - Opening Stock Aging Report
I am setting up new client and am entering Opening Stock - created items and entered quantity/price details. Now the aging report is showing all the opening stock as new. How do I enter the Purchase Dates of these items so that I get accurate Inventory
Bulk Receive Multiple Purchase Orders
Is there a feature or function that will allow you to bulk receive issued purchase orders? I have about 100 that need to be received from 5 years ago.
Manual Invoice
How to create a Manual invoice, I need to enter Amount directly instead of (qty*Rate). our company is a service sector
Effective Inbox Organization: Folders vs Tags in Zoho Mail?
I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?
Merging contacts and or accounts
Hello, In a prior CRM we were able to merge contacts and or accounts. We have turned on the function to stop multiple contacts with the same email, so we can prevent multiple contacts from happening, however, we now have multiple contacts that have the
Capture Reason for absence next to Campaign Member Status. Is there a reasonable workaround?
I've reviewed the topics I could find to do with this but still couldn't find anything that satisfies our requirements: We would like to track a *reason* (picklist or text, doesn't matter which) why a Campaign Member (Lead or Contact associated with a
Zoho Learning Management System - Certificate Upload by Employees
We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible in
Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
Button or Links order
Is there a way to re-order the buttons or links that are created?
'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.
It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all at
Request for Subform Support in Zoho CRM Webforms
Hi Team, I hope you're doing well. I would like to bring to your attention that currently, Zoho CRM Webforms do not support Subforms, which limits our ability to send forms that mirror the actual structure used within Zoho CRM. This feature is extremely
Formatting Mailing Labels
I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random
Maxima Address on FSM Customer
Im trying to add probably 50 customers from one company but couldn't make it since it has limit..how do i add the limit?
How to Track Inventory Usage from Zoho FSM to Zoho Inventory?
Hi everyone, We’re currently working on integrating Zoho FSM with Zoho Inventory, and we’ve encountered a challenge we’re hoping the community can help us understand better. Here’s the context: When we create a Work Order in Zoho FSM that involves parts
View subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8
In a nutshell Have you ever wanted to take a quick peek at a record's subform? Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order. Let's say you're viewing your list of invoices in Zoho
Transforma tu Inventario: Control Inteligente y Funciones Clave en Zoho Inventory (Spanish Webinar)
¿Tu empresa necesita mayor trazabilidad y control en almacenes? Conoce cómo gestionar tu inventario con eficiencia y automatización... ¡y descubre las sorpresas que trae Zoho Analytics! Participa en nuestro webinar gratuito en español, este 19 de agosto
Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch
Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and
Mails are not being sent from custom Deluge function
We are having troubles to implement sending Invoices / Sales_Orders etc. automatically using following deluge script: attachment_template_id = "aaaa"; record_id = "bbbb"; mail_template_id = "cccc"; //NEW aproach fileUrl = "https://www.zohoapis.com/crm/v8/settings/inventory_templates/"
Currency transition
We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Zoho webinar--hard for agencies
So, this is just a dive into our use case, and why we've been disappointed in Zoho webinar. We are a small marketing agency, and we wanted to add webinars to the services we provide, as many of our clients want to learn to use them as part of their content
Celebrating Raksha Bandhan with Zoho Desk: A Bond of Trust, Protection, and Service
Raksha Bandhan, celebrated across India, symbolizes the sacred bond of protection and affection between siblings. “Raksha” means protection, “Bandhan” means bond or knot: together, it represents a knot of care and security. On this occasion, we'd like
Banking > Import statements with a csv file
Good morning, I am regularly using the "import statement" option to match my transactions. I've been using csv files produced by my bank online and was able to import my transactions. Until now. Thank you for your help for fixing this ! Alex.
Next Page