Latest updates in Social to elevate your social media marketing

Latest updates in Social to elevate your social media marketing

Hello everyone,
 
We've recently introduced a lot of features and enhancements to Social in Zoho CRM Plus to help you improve your social media marketing. Here is a list of all the updates.

Video marketing

Integrating YouTube

Youtube can now be integrated with Social, which lets you publish or schedule videos to your YouTube channel. The Monitor tab lets you keep an eye on all your likes, dislikes, and playlist. It also lets you moderate comments on your channel. In addition, a detailed report is available that lets you analyze the audience, post and engagement, video performance, cards, and end screen. You can also create a custom report and export it or share it through email. This report can be scheduled to be generated automatically and shared with clients or team members. 
Read More: Connecting a YouTube channel

Customize your video's thumbnail

While uploading a video, you can set the thumbnail in the following way
  • Select an auto-generated thumbnail: Once a video is uploaded, a list of thumbnails will be automatically generated that are different screenshots from the video. You can select a thumbnail of your choice.
  • Upload image as a thumbnail: Select an image from your computer to use as the video's thumbnail.
  • Choose a frame from the video as a thumbnail: Play the video and pause it at the frame you want to set as the video's thumbnail. You can also drag the cursor across the video timeline and select a frame.
    Read More: Video thumbnail customization

Content approvals and workflow

Social media posts can be sent as drafts for approval before they are published. Users with the Publisher role can create these drafts and send them for approval, which can be approved by users with Approver permission. They can also update, or reject the post from getting published. If rejecting, they can include a reason for rejection, which will be shared with the publisher. 
Read More: Content approvals 

Smarter publishing assistance

UTM tracking

These are simple text codes that let you track website visitors and  traffic sources. The UTI Parameters—including source, medium, campaign, and content—can be appended to the URL right from Social. You can also append a custom parameter if required. These parameters can be used to analyze traffic using an analytics tool.
Read More: UTM Tracking

Instagram first comment

Social lets you add a comment along with your Instagram post, and both can be published together. This comes in handy when you want to include a list of hashtags along with the post. Adding them as a comment avoids cluttering the caption, helps target the right audience, and boosts visibility for the post.
Read More: Instagram first comment

Schedule retweets

Retweets can be scheduled to be published at a later date and time. You can add them to the queue or choose a time slot suggested by SmartQ. SmartQ predicts the date and time there is a high chance for an increase in the audience traffic. 
Read More: Scheduling retweets

Content management

RSS feeds

These allow you to follow updates of any new content from websites you're interested in. You can add a list of feeds and share the updates on social media, discuss the post with your teammates, or move it to draft.
Read More: RSS Feeds

Media library

This is a repository where you can add resources such as videos, images, and GIFs that can be included in posts across channels. You can add files from your computer or select files from various cloud services such as Zoho Workdrive, Google Drive, Box.
Read More: Media library

Cloud Picker

Files can be uploaded from Zoho Workdrive, Google Drive, Box, OneDrive, Dropbox, Evernote and from your computer.

Lead generation from LinkedIn

Lead forms in Social can be used to gather contact information from prospects by sharing engaging content on LinkedIn. This contact information can be synchronized with your CRM account and you can continue your sales process.
Read More: LinkedIn lead ads integration

zShare extension for browsers

Often we come across interesting content we want to share with our social media audience. That might involve a series of steps that can be avoided by using the zShare browser extension. With this, you can easily share articles, blogs, tweets, and posts on Facebook.

zShare in Google

This extension can be used to generate relevant results in Twitter based on your search keywords in Google. You can also view the user results from Twitter.

zShare in Facebook

This extension automatically adds a zShare button, which can be used to share posts, links, videos, and articles that you come across in Facebook. You can modify the content before publishing them across various social channels.

zShare in Twitter

This extension automatically adds a zShare button in Twitter, which can be used to share tweets across various social channels. You can choose to schedule the tweet or post it right away.


Read More: zShare extension
 
We hope you find this useful. Try it out and let us know your valuable comments.



      • Sticky Posts

      • Zoho CRM Plus in 2023: Let's rewind

        Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

      • The CX Workshops are back in 2023!

        Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

      • Refer Zoho CRM Plus to your friends and earn rewards!

        Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

      • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

        Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

      • Unified telephony in Zoho CRM Plus

        In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

        • Recent Topics

        • Deactivate Desk Contact without Deleting Contat

          We have a client who has multiple tenants for regulatory purposes, and as such, has a few users that have email addresses in both tenants. They've then emailed into the ticketing system, so we have multiple contacts (no big deal, we want to keep their

        • Delete my store of Zoho commerce

          Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650

        • Ability to add VAT to Retainer Invoices

          Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

        • [Free Webinar] Learning Table Series - Zoho Creator for Asset Management with AI Enhancements

          Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Each month highlights a specific sector, and this time our focus is

        • How to set different item selling prices for Zoho Commerce and Zoho Books

          Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling price

        • Menu Building is completely broken

          I have been 3 hours, I have not been able to edit the menu. Either it is completely broken, very little intuitive or I do now know anything... There is no way to create a megamenu, no way to create a menu. Despite the fact I go to menu configurartion

        • Can you sell Subscriptions using Zoho Commerce?

          In addition to physical products and the apparently coming soon 'Digital Products', it is possible to sell Subscriptions using Zoho Commerce?

        • Kaizen #197: Frequently Asked Questions on GraphQL APIs

          🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

        • Multiple Languages for Product Names

          Hi, I use 2 languages: spanish and english. I want to have for every product a name in spanish and a name on english. I want to have to possibility of choosing one of these languages when making an invoice or a purchase order. Is there any way to do

        • Item with name in different languate

          Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl

        • Contacts with most tickets? Alarm for multiple tickets?

          Is it possible to see through the analytics/reports which contacts are creating the most tickets (not the most discussed ones)? Also, is there a way to set up a notification if a contact creates multiple tickets within a certain time frame?

        • Issue with Template Subject Line Format in Zoho CRM

          Hi Team, I’ve noticed that when I update the subject line of an email template in Zoho CRM, it sometimes appears in an incorrect format when used. Please see the attached screenshot for reference. Kindly look into this issue and fix this issue from backend

        • Two Data Labels in Bar Chart

          I need to create a bar chart that has both the SUM and COUNT. I've concatenated them into a formula but it converts it into a stacked bar / scattered chart. The bar chart is no longer accessible. Since i'm comparing YOY, it would be best to have it in

        • Disable field on subform row

          Hi, Is it currently possible to disable a row item on a subform? I was just trying to do something whereby until another value is entered the field is disable but for the deluge scripting interface threw up an error saying such a function is not supported on a subform. Thanks in advance for your help. Shaheed

        • Leads - Kanban view fit to screen

          Hey guys, I created a custom layout for my leads, staged by lead status. I have 10 types of status. In Kanban view I see only 4 columns/stages and need to scroll to the right to see the rest. Is there a way to make columns/stages be displayed all together?

        • Request to Differentiate Auto-Closed WhatsApp Conversations in SalesIQ

          Hi Zoho Support, I’d like to raise a request related to the way WhatsApp conversations are auto-closed in SalesIQ. Every Monday, our Sales team has to manually review each closed WhatsApp conversation from the weekend to identify which ones were automatically

        • Kanban View UI gets a revamp

          Hello everyone, In the coming week you will notice design related enhancements in Kanban View. The UI has been changed and a new option is introduced under Kanban View Settings that allows to change the color of the category headers.  Please, note that the functionality is not changed. These changes will not apply to the Activities and Visits modules. Here are the details of the changes: 1. The column widths have been fixed to 300 px. The records will have a box around them for clear distinction.

        • Can you stop Custom View Cadences from un-enrolling leads?

          I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when

        • Issue with Anchor Link on Zoho Landing Page (Mobile/Tablet View)

          Hi Team, I have created a landing page using Zoho Landing Page and added an anchor link to it. The anchor link is working fine on desktop view; however, it does not work properly on mobile or tablet view. I’ve tried debugging this issue in multiple ways,

        • Simplest way to convert XML to a map?

          I've reviewed the help info and some great posts on the forum here by Stephen Rhyne (srhyne). At the moment I'm using XPath to generate a list of xml nodes, iterating through that to fetch the field name/value pairs and adding them to a map (one map for each record in the data). I then convert the row map to a string and add it to a list. Here's the function: list xml.getRecordListFromXML(string xml_data, string ele_name) {     result = List();     // get list of record nodes     rec_list = input.xml_data.toXML().executeXPath("//"

        • Introducing Creator Simplified: An exclusive learning series to enhance your app development skills

          Hey Creators! Welcome to Zoho Creator's new learning series, Creator Simplified. In this series, we'll dive into real-world business use cases and explore how to translate your requirements into solutions in your Creator application. You can also expect

        • [Product update] Updated Data Synchronization Process for QuickBooks - Zoho Analytics Integration.

          Dear QuickBooks integration users, We’re making an important update in the way data is currently synced in your QuickBooks integration within Analytics workspace. What’s changing: Previously, with every data synchronization, Zoho Analytics used to fetch

        • Zoho CRM new calander format cannot strikethrough completed task

          Hi, Recently there is a new format for calendar within Zoho CRM However, found out that a completed task will not cross out or strikethrough like previous format. Without strikethrough, it will be difficult to identify which task is still in Open status.

        • How to edit form layout for extension

          I am working on extension development. I have created all the fields. I want to rearrange the layout in Sigma platform. But there is no layout module in Sigma. How can I achieve this for extensions other than Zet CLI and putting the fields into widget

        • Employees not Users

          Hello, We are a construction company that has +180 employees and most of them are in remote location working onsite with no access to internet. Is it possible that we have data stored for all employees but have only 5-10 users who will be in charge of entering employees data? or do we have to pay for all +180 employees? even though they won't be using the system?

        • Zoho people generatimg pdf

          Hello , now i want to make a customm button in zoho people that is inside a deduction module , that fetches all the records and generate a pdf with a template that i have done in the mail merges template , i was told that i have to upload template on

        • Ability to Filter Alias Mailboxes in Zoho Recruit

          Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One account

        • zohorecruit.com career form postcode bug

          Dear, When I select a postcode from the drop down on a zohorecruit.com career form, the street text field is automatically filled with the name of the city, which should not happen. Any idea how I can fix this? Thanks, Bart

        • Office-365-agenda and Microsoft Teams Integration

          Dear, I have a trial version of Zoho Recruit and trying to evaluate the Microsoft Teams Integration in Zoho Recruit. After registering with my Office 365 account and checking the result of the registration/sign-in at https://mysignins.microsoft.com/ (which

        • Delegate Access - Mobile iOS/iPad

          We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, Jake

        • How to add Connector in developer platform zoho?

          Hi, I am working on creating an Extension, and part of the development is to retrieve Email templates. In my CRM instance I can invokeURL by creating Zoho OAuth connection and get the template. But developer platform does not provide Zoho OAuth or any

        • How to archive Lost/Junk Leads so sales reps don’t see them, but keep them for reporting?

          Hi everyone, In our Zoho CRM we have two Lead Status values: Lost Lead and Junk Lead. What I want to achieve is: When a lead is marked as Lost or Junk, it should disappear from my sales reps’ Lead views (so they only see active leads). At the same time,

        • Zoho CRM Canvas Copy Original Layout

          Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the original

        • Is there a way to request a password?

          We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,

        • Revenue Management: #5 Revenue Recognition in SaaS

          If you're building or running a SaaS business, you've probably encountered this. You get paid upfront for a subscription and a one-time onboarding fee, but you end up with confusion about when to consider it revenue. Can I book all of it now? Should I

        • MS Teams for daily call operations

          Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

        • Zoho Learn Course Access Issue

          One of the learners in a specific course can't see any lessons. They are registered as both a user and learner for this course in Zoo Learn. What could be the reason?

        • ZOHOLICS Japan 2025 開催のお知らせ（再投稿）

          【コミュニティユーザーの皆さまへお知らせ】 Zoho 最大のユーザーイベント「ZOHOLICS Japan 2025」を9月19日（金）に開催します。 AI活用に関する特別講演、ユーザー事例、Zoho 製品の活用例のご紹介など、Zoholicsならではのセッションをご用意しています。 Zoho コミュニティ開催のMeetupとはまた違った雰囲気のイベントです。 ご都合のつく方はお気軽にご参加ください✨ 詳細はこちら https://events.zoho.jp/zoholics2025#/?affl=forumpost2

        • Phone Number format for Bulk Upload via csv for Zoho Sign

          What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv provided

        • Filter Page Elements By Selectable Date Range

          I have created a basic Page that will serve as a client dashboard with elements that will provide simple counts & sums of data in reports. There are no reports or forms added to the page, just elements. It currently functions as needed, but shows the

        • Next Page