FAQs on Email | Online Help - Zoho CRM

FAQs on Social

Why am I unable to view the Social tab?

It may be so because your administrator has not granted the Module level permission for your profile. Request your administrator to do the following:

  1. Click Setup > Security Control > Profiles
  2. Click the required profile.
  3. Under Module Level Permissions for the selected profile, select the Social check box.
  4. Click Save.

Why doesn't the Social Integration work for me?

It may be so because your administrator has not granted your profile the required permissions. Request your administrator to do the following:

  1. Click Setup > Users & Permissions > Profiles
  2. Click the required profile.
  3. Under Apps Permissions for the selected profile, select the Social Integration check box.
  4. Click Save.


How many social media accounts does Social let me add?

Currently there is no limit on the number of accounts that can be added to Social CRM. An organization may add any number of Facebook or X accounts.


Where can I see my X Direct Messages in the Social tab?

The direct messages are also classified based on the CRM categories – customers, potential contacts, leads/contacts, unknown people. They are displayed based on the time when they were sent. Scroll down the respective CRM streams to find them.


How can I automate lead generation via social media?

With Zoho CRM, you can ensure that promising prospects from social media are captured automatically and never slip through the cracks. This is made possible through Social Automation Rules. Similar to workflow rules in CRM, social automation rules are specifically designed for social media interactions. They automatically create leads or contacts based on predefined criteria.

For example:
  1. Add a user as a lead when they mention your brand on X (formerly Twitter).
  2. Add a user as a contact when they repost your post on X.
  3. Add a user as a contact when they comment on your Facebook page.
You can also combine these rules with assignment rules to automatically assign newly created leads or contacts to the appropriate sales representatives.

The following screenshot shows an example of a social automation rule.


By automating prospect capture from social media, your sales team can save time, respond more quickly to potential customers, and ensure no valuable opportunities are overlooked.