CRM Integration - Frequently Asked Questions

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:
  1. Facebook Page
  2. X Profile
  3. LinkedIn Company Page
  4. LinkedIn Personal Profile
  5. Google My Business Listing
  6. Instagram Profile
  7. Threads Profile 
  8. Mastodon Profile 
  9. YouTube Channel 
  10. TikTok Profile
  11. 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
  1. You must be an admin on the respective Zoho Social and Zoho CRM accounts to enable the Zoho Social-Zoho CRM integration.
  2. 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.  
  1. Go to Setup on your Zoho CRM account.
  2. Navigate to Channels -> Social.



  3. Select and import the Social brand you want to integrate with your Zoho CRM account. 



 

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Facebook Lead Ads - Frequently Asked Questions

                                                                                                                What plans is the Lead forms Integration available on? The Lead Forms integration is available on Premium, Agency, and Agency Plus plans of Zoho Social. Important The Lead Forms module has been deprecated for users signing up to Zoho Social from the ...
                                                                                                              • Zia - Frequently Asked Questions

                                                                                                                How do I set up Zia's generative AI in Zoho Social? Zia's generative AI is powered by OpenAI's ChatGPT API. To set it up, you need OpenAI's secret key to complete the integration. Step 1: Getting the OpenAI's secret key Go to ...
                                                                                                              • Bulk Scheduler - Frequently Asked Questions

                                                                                                                Is it possible to bulk schedule posts for Instagram? Yes, you can bulk schedule posts to all connected social channels on Zoho Social, including Instagram. The CSV/ .XLS/ .XLSX file you upload should include this info: Schedule time (Mandatory) ...
                                                                                                              • Link Shortener - Frequently Asked Questions

                                                                                                                How can I create short link? There are two ways to create short links on Zoho Social. You if you have a Bit.ly account, you can integrate it with your Zoho Social for link shortening. Or you could use Zoho Social's free built-in link shortening ...
                                                                                                              • zShare - Frequently Asked Questions

                                                                                                                How to temporarily disable the zShare extension for Google Chrome? You can choose to disable the extension temporarily and choose to enable it again. To do so, follow the steps given below. 1. Click on the three dots (Customize and control Google ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources