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.
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.
Important:
The Lead Forms module has been deprecated for users signing up for Zoho Social starting from April 19, 2024. If you wish to synchronize leads from Facebook Lead Ads and Forms to Zoho CRM and Bigin, please use the LeadChain extension from the Zoho CRM or Bigin's Marketplace.
Read More: LeadChain - An Overview
Read More: LeadChain - An Overview
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