Zoho CRM Integration
Zoho Social can be integrated with Zoho CRM to help your business generate more leads from social media and close deals faster.
By integrating Facebook Lead Ads with Zoho Social, you'll be able to:
- Set up rules to automatically push Leads and Contacts from your social media channels to Zoho CRM.
- Generate leads from your Facebook Lead Ads and sync it with Zoho CRM.
- Know the type of posts that are helping you sell your product, and measure the revenue you're generating from individual channels with CRM Reports.
- Empower your social media marketing team to share relevant contextual information from social media with your sales team so they can close deals faster.
Connecting social channels
New to Zoho Social?
If you're accessing Zoho Social for the first time, you'll see the social channels you've already set up on Zoho CRM.
Haven't yet set up social channels with the Social tab in Zoho CRM?
You can get started right away:
Head over to Settings> Social Channels and connect the following social channels: Facebook Page, Twitter Profile, LinkedIn Company Page, LinkedIn Personal Profile, Instagram Profile and Google My Business Listing.
However, CRM integration is available only for Facebook Company Page and Twitter Profile.
Make sure you have connected the same Twitter Profile, and Facebook Page in both Zoho Social and Zoho CRM.
New to Zoho CRM?
If you have already connected your social channels on Zoho Social, the same set of social channels will be available as a Brand in Zoho CRM's Social tab. You can import this Brand to Zoho CRM to complete the integration.
- Here's how you can import Brands from Zoho Social.
- Click on Settings> Channels> Social> Brand Settings> Import Brands from Zoho Social.
- Select the Brand that you'd like to access on Zoho CRM.If you don't see the Brand, you can create a new brand by connecting the same social channels when you click on the + icon.
Sync Leads from Facebook Lead Ads:
Integrating Zoho Social with Zoho CRM provides you with more features. Learn more about CRM Reports and Lead Generation to further strengthen your sales opportunities.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
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 ...How to integrate Zoho Social account with Zoho CRM account?
Below are the steps you need to follow to connect Zoho Social with your Zoho CRM account. 1. Tap on the Settings on your dashboard, followed by Social Channels. 2. Turn on or off the CRM Integration toggle button against your Facebook Page or Twitter ...Does Zoho Social have an integration with LinkedIn Sales Navigator?
Currently, Zoho Social does not have an integration with LinkedIn Sales Navigator. However, Zoho CRM has an extension for LinkedIn Sales Navigator that you can try.How to connect a YouTube channel on Zoho Social?
Connecting YouTube channel from the Home tab To connect your YouTube channel from the Brand Health, 1. Click on the Home Tab and tap on Connect Your YouTube Channel option under Brand Health. 2. Now, from the consent window, choose a Google account ...What's new with Facebook Lead Ads Integration in Zoho Social?
Please read this if you've been using an earlier version of Facebook Lead Ads integration in Zoho Social before 18th September 2018. Previously, you could sync Facebook fields such as Name, Email Address, Phone Number and Company with your CRM. ...
New to Zoho LandingPage?
Zoho LandingPage Resources