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.

    Access your files securely from anywhere








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources

                                                            • 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


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • 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.

                                                                                                              • Zoho desk desktop application

                                                                                                                does zoho desk has a destop applicaion?

                                                                                                              • Ability to re-order Workflow Rules

                                                                                                                We really need the ability to re-order workflow rules within departments.  Either the ability to drag/drop them into a different order or something.

                                                                                                              • Create an article template

                                                                                                                I have a question concern the Knolwedge Database from Zoho Desk. There is any possibility to create an article template ? Exemple of what I research : TODAY : I want to create a lot af articles with the same baseline > I create one article > I copy/paste

                                                                                                              • Persisting email signals to contact timeline?

                                                                                                                Hello there. Regarding the email signals that are logged when a contact opens an email, am I correct that these signals are not logged to a contact's timeline? Ideally, I would like to have this context available for future follow-ups, if the contact

                                                                                                              • Change of Blog Author

                                                                                                                Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

                                                                                                              • Zoho FSM API Delete Record

                                                                                                                Hi FSM Team, It would be great if you could delete a record via API. Thank you,

                                                                                                              • Instant Messaging Update | Now migrate your WhatsApp Business phonenumber from another BSP to Zoho Desk | Dec'23

                                                                                                                Hi All, Everything seems to move at lightning speed these days, and time is certainly flying by for the IM team. But we are delighted at how much ground we covered this year. 🚀 For one, we enabled WhatsApp business phone number migration so that you

                                                                                                              • Upload ticket attachments via Drag-&-Drop

                                                                                                                Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...

                                                                                                              • Can we disable add to cart in Zoho Commerce?

                                                                                                                Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However

                                                                                                              • Introducing WhatsApp integration in Bigin

                                                                                                                Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

                                                                                                              • Zoho One account closure vs deactivation

                                                                                                                I wonder what are the best practices and guidelines around deactivating vs deleting Zoho accounts in organisations? Any practical considerations?

                                                                                                              • Global Search placement in the new UI

                                                                                                                Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

                                                                                                              • Schedule Zoho CRM reports only on Business Days

                                                                                                                Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

                                                                                                              • How to install Widget in inventory module

                                                                                                                Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

                                                                                                              • How to track a contact or customer's past product purchases in Bigin Premiere?

                                                                                                                Hello there. I am the sole user of Bigin for a small company (chess club), and would like to track current and past purchases made by a contact (player) or company (family which includes the player). Players may register for multiple tournaments, take

                                                                                                              • LENTITUD EN RECIBIR MAIL

                                                                                                                Buenas tardes, Estamos experimentando lentitud en la recepción de correos electrónicos.

                                                                                                              • Items should display under specific warehouse

                                                                                                                I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards

                                                                                                              • Partial refunds

                                                                                                                I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

                                                                                                              • Best practice importing items and matching assemblies

                                                                                                                Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine

                                                                                                              • Bulk Fill In & Edit PO/Bill/SO/Invoice

                                                                                                                Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

                                                                                                              • Separate Items & Services

                                                                                                                Hi, please separate items and services into different categories. Thank you

                                                                                                              • Items Below Reorder Point Report?

                                                                                                                Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

                                                                                                              • Allocating inventory to specific SO's

                                                                                                                Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

                                                                                                              • Cancelled Transfer order problem

                                                                                                                Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

                                                                                                              • Next Page