CRM Integration - Frequently Asked Questions

I don't use Zoho CRM. Do you support other CRM integrations?

Sorry, we don't support integrations with other CRM applications.

Is Zoho Social different from the Social tab in CRM?

Yes, Zoho Social is different from the Social tab in Zoho CRM. The Social tab in Zoho CRM lets you monitor the social media activities of your Customers, Leads and Contacts. You can engage and interact with your customers, leads and contacts across the following social media channels: Facebook Page, and Twitter Profile.

On the other hand, Zoho Social is an all in one social media management tool, that can help you build and manage your social media presence across the following channels:

Facebook Page
X Profile
LinkedIn Company Page
LinkedIn Personal Profile
Google My Business Listing
Instagram Profile
Threads Profile
Mastodon Profile
YouTube Channel
TikTok Profile
Pinterest Profile

With Zoho Social, you can schedule unlimited posts, manage social channels, track conversations, measure performance, and more.

You can integrate your Zoho CRM account with Zoho Social to generate leads/contacts from your social media activities, generate CRM Reports and monitor CRM (Leads/Contacts) interactions all directly within Zoho Social.

How to integrate Zoho Social account with Zoho CRM account?

Prerequisites before you integrate your accounts

You must be an admin on the respective Zoho Social and Zoho CRM accounts to enable the Zoho Social-Zoho CRM integration.
You must be an admin on the Facebook account, Facebook page, and the ad account you want to connect to Zoho Social.

Integrate Zoho Social with Zoho CRM

You can enable the integration only for one portal of Zoho CRM and Zoho Social.

Go to Setup on your Zoho CRM account.
Navigate to Channels -> Social.
Select and import the Social brand you want to integrate with your Zoho CRM account.

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Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

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