Leads generation automation tools/problems
Hi!
I've been struggling to fully automate the leads generation process from Facebook Leads Ads.
As far as I know, it is possible to push all the generated leads from Facebook forms into Zoho CRM using Zoho Social integration. However the problem I am facing is that it is possible only in the case of NEW LEAD or UPDATE (existing) LEAD. There is no possibility (or I haven't found it) to UPDATE (existing) CONTACT if there is a case. I understand that it is because these are two different modules, however I was wondering how do you deal with this issue? Our Contacts module contains thousands of records, so in every campaign/form that we launch there is around 10-20% of existing Contacts, that are not being automatically pushed/updated in Zoho CRM, nor I get notified of it, so they are entirely ignored. I've been checking for some external integration platforms, but the issue is the same - I am not able to "sort" through both of the modules, in order to create or update leads or contacts (depending on the case).
Does any one face the same problem?
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How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________