Social Media Simplified with Zoho Social: Bridge sales and social media marketing

Social Media Simplified with Zoho Social: Bridge sales and social media marketing



Social media marketing has become the go-to strategy for most businesses who are trying to boost awareness of their product/service, create a brand image in the minds of their audience, increase website traffic and engagement, and generate leads. Posting regularly on social media, being responsive to queries received from customers and potentials, and staying updated on and following social media trends are all some methods that can help increase engagement your brand receives, because of the amount of time being spent on social media by individuals of all age groups. An entire product life cycle happens on social media these days. People are introduced to a product, become aware of its utility and relevance to them, make purchase decisions, and even purchase the product through social media. Depending on these interactions, the growth of the product either increases or declines. Consequently, your social audience, who are potential customers, are now more likely to convert into actual customers.

Zoho Social is a one-stop-solution for managing all your social media management needs and helps you increase your brand's engagement by making publishing and scheduling posts easier, responding to interactions promptly, tracking your performance, and much more. You can generate quality leads and capture their information on Social. But how can you put this information to use? The leads captured have to be sent to your sales team for follow-up and nurturing. But it's extremely tedious to manually track all the comments and messages you've received for your posts.

With the Zoho Social-Zoho CRM integration in place, you'll be able to seamlessly and automatically send this information to CRM, bridging your sales and social media marketing efforts. Let's look at an example of how you can generate leads and contacts using Social and send them to Zoho CRM.

Let's say you own a cafe and bakery chain and you're constantly tweaking the menu based on customer feedback. So you take to social media to post about new additions to the menu, workshops that you conduct in your cafe, and any other events that take place. This encourages a lot of engagement on your posts, which turns your social profile into a lead magnet.

This information can be captured from Social in the following ways:
  • Live stream: Once the post has been published, you can see a live stream of notifications appear in the live stream window on your Social homepage. You can simply click on the notification you want to see in detail, then click Add to CRM to add the contact information to CRM as a lead or a contact. You can either choose to add the information as a new lead/contact or associate it with existing matching records, if any.



  • Monitor dashboard: The Monitor tab serves as a single platform to help you keep track of what everyone is saying about your brand. You can add columns that you want to constantly monitor, and the notifications will keep getting updated. You can click Add to CRM next to any profile's notification that you want to add to your CRM, and the information will automatically be synced.


  • Messages tab: You can also hover over any message to add the information as a lead or contact to CRM.
     


  • Automated leads capture: Imagine that you recently posted about arranging regular food delivery for your customers who'd like to order food from the comfort of their homes/workplaces. To start, you've prepared a sample box of savouries and desserts and want to get the feedback of your customers, so you call out to the people who're interested in trying out this sample box. You start receiving many comments, but it's difficult to sit through and make a note of everyone's information. With the automated leads capture action in Zoho Social, you'll be able to define keywords and actions, making it easier for you to get back to these customers.


Integrate your Zoho Social with Zoho CRM now to streamline the lead capture and nurturing process and leverage the power of both platforms!




        • Recent Topics

        • Zoho Forms integration Google Sheets

          Hi, quick one. I wonder if you can help. I have a Zoho Form integrated to a Google Sheet. The fields are showing across the top, but no records are there. I have checked in Zoho Forms to see if there have been any failed integrations, but there are none.

        • What's New in Zoho POS - August 2026

          Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how August went. Boost your customer loyalty with loyalty points In a retail business, keeping a customer

        • Zoho ERP | Product updates | June 2026

          Hello users, We launched Zoho ERP on January 23, and since then, our goal has been to help businesses streamline and manage their operations with greater efficiency, flexibility, and control. Since the launch, we've continued to enhance the platform every

        • 3 numbers after comma in discount field

          Hi, i need to make discount like: ex. 34,345% it's possible? Thank you.

        • ZOHO Campaigns in ZOHO Analytics - Campaigns vs Contacts Table

          There seems to be information in the Zoho Campaigns table such as Unique Opens and Unique Clicks that can't be found in the Campaigns vs Contacts table where only Opens and Clicks are shown on a per contact level. Is there a way to bring Unique Opens

        • Canva Integration

          Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

        • Time Zone is incorrect

          Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.

        • Default Country list suggestions on CRM is different then on Book; how do/did others address this?

          So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy with

        • Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

          Hello everyone, Availability: This feature is now available for all users. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built to guide our teams through form-filling by showing the right information to the

        • Vehicle Tracking

          we have GPS devices that installed on our vehicles, and we would like to know if it's possible to  get vehicle live location data from the GPS device To Zoho Creator App.   Thank You

        • Check out the new Checkbox in Zoho Sheet

          Checkbox, the simple GUI widget that lets you choose between two mutually exclusive options i.e Yes or No, is now in Zoho Sheet. Having made it across the web, Checkbox is familiar but is still elusive to most spreadsheet software. Special developer ribbons, macros and all other complexities to add a checkbox to a spreadsheet? Not in Zoho Sheet. How to add Checkbox to Zoho Sheet? Adding a Checkbox in Zoho Sheet is simple. Select a cell/range and choose "Checkbox" in "Input Controls" under the Format

        • I want to delete payment detail of my cards from the system.

          I want to delete payment detail of my cards from the system.

        • Custom Calendar View for a Custom Module in Zoho CRM

          Hello everyone, I’m looking to create a calendar view (monthly grid, similar to Google Calendar) for a custom module in Zoho CRM, based on a date field within that module. The goal is to have a highly customized visual layout — colors depending on the

        • Enhancements related to emails

          Dear All, We hope you're well! We talked about the new email configuration in our previous announcement. In line with that, we're here with a few enhancements related to emails in Zoho CRM to improve how users view their emails and attachments from within

        • Project Change Orders and Additions

          We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

        • How Can I Recover My Website After the August Spam Update?

          Hi everyone, My website was hit quite badly during the August spam update 2026, and I'm trying to understand what I should do to recover it. My traffic and search visibility have dropped, but I'm not sure what exactly caused the problem. I have already

        • Assembly Reporting in Composite Item View - Add 'Per-Unit Cost' Column

          When a user in the UI goes to a Composite Item, looks under Transactions, and selects Assemblies, the screen below is shown. This is all good information, but one piece of very important data is missing... the per-unit cost. I realize that for those on

        • Zoho Deluge Outage

          Hello Enterprise Support Community, We wanted to make you aware that we are currently experiencing an outage affecting Zoho Deluge. Our developers are actively investigating the issue and working to restore service as quickly as possible. We apologize

        • Impact/Best Practices when "US Zoho Services Availability - Incident, Zoho Deluge is down"

          I've been seeing this more recently and I've been wondering exactly what that means/affects and how to best address it when it does. I can check for function failures, but are all function calls when this happens logged a failure, or are errors silently

        • Day 2: Wait, where did everything go?

          You log in the next morning, and the setup you finished yesterday is nowhere to be found. You are having a hard time finding your data. Here is where to look. In this post I logged in, and my data is gone. Where is it? I set things up, but I am looking

        • Estimates or quotes in Inventory

          Our pottery wholesale business is heavily inventory based. We are planning to switch from Quickbooks to Zoho Inventory which will be a great improvement on the "sales" side for in-house sales and salesreps. The only thing we are missing in Zoho Inventory

        • CLIENT PORTAL (If clients can place orders directly on the portal)

          Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.

        • Deal win rate

          Hi,  I would like to know something very simple, yet very important. Wath is the winning rate of the deals I've created. For exemple, what percentage of the deal i've close the last month where wins.  Would seems easy to find... but can see a report for that...  Help please. 

        • Create Flexible Layouts with Layout Rules

          In a project, when a work moves from planning to execution, the information teams need can change at every stage. A project can need one set of details, a phase can need another, and a custom process may require an entirely different set of information.

        • Zoho Team Inbox - roadmap

          Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions

        • Conditional branching in Zoho Desk with Automation Studio

          Hello everyone, We are introducing conditional branching that will allow businesses to manage complex, multi-condition workflows for customer service processes using Automation Studio. The primary goal is to create multi-branched logic in a single rule.

        • Custom Function to increment a value by one

          Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like

        • Guide customers to the right booking page with routing forms

          Greetings from the Zoho Bookings team! We're excited to introduce Routing Forms in Zoho Bookings. Routing forms let you collect information from customers before they schedule an appointment and automatically direct them to the most appropriate booking

        • One flow for fulfillment exceptions across CRM, Inventory, and Desk | Kiosk Studio Session #11

          Hello folks, Some orders get flagged in the fulfillment stage. One is short by six units, with nothing from the warehouse explaining why. Another shipped in full three days ago and still reads as pending, because the carrier never posted a scan. A third

        • Zoho CRM Community Digest - August 2026 | Part 2

          Hello everyone! August's second half brought a strong set of updates to Zoho CRM. The Functions experience gets a complete redesign, Incentives brings commission management natively inside the platform, and Dashboards pick up four focused improvements.

        • Spam Control in Zoho Mail: Manage and Filter Incoming Emails for Your Organization

          Unwanted emails are a common challenge for organizations of all sizes. Without a structured spam control system, spam emails can flood user inboxes, expose sensitive data, and disrupt communication. Zoho Mail's Spam Control feature gives administrators

        • [Webinar] Automating document review and approval workflows

          Live webinar on September 10, 2026 | Time: 2 PM IST | 2 PM EDT Hi, Still juggling multiple tools, chasing approvers manually, and losing visibility into where your documents stand? Join our live webinar to learn how Zoho Writer's built-in workflow engine

        • Version Control and Git Integration for Zoho Creator Applications

          As Zoho Creator applications grow in complexity, managing code changes, tracking history, and collaborating across developers becomes increasingly difficult. Currently there is no native way to: Track what changed, when, and by whom across Deluge functions,

        • Zoho Inventory - Imporoved Order Fulfillment Reporting

          Hi Inventory Team, i've tried to contact you through support@eu.zohoinventory.com but haven't received a response. I am contacting you on behalf of a client. Our client is a car parts wholesale business and we set them up on Zoho Inventory earlier this

        • Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

          Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications

        • Phone field Zoho CRM E.164 format

          Hi, We have a webhook triggered flow in Zoho Flow which creates a lead in Zoho CRM. However, the phone format is not always in E.164 format. How can I solve this problem? Do I need a custom function within Zoho Flow or in Zoho CRM? So the following formats

        • Workshops Zoho – 5 & 6 novembre 2026 | Paris

          Les Workshops Zoho reviennent en France avec une édition pensée pour tous les niveaux ! Les 5 et 6 novembre, nous vous donnons rendez-vous au Mercure Hôtel Paris Porte de Versailles Expo pour deux jours de formation pratique, de démonstrations en direct

        • Stock Based Sort-by option in Category Pages

          In a category page product with In-Stock should come in the top of the categories product list rather than out-of-stock products. No having this option is extremely disappointing, I made the initial request about 7 months ago but still not even an update

        • Zoho Books - France

          L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

        • Editting PDF in Zoho online editor doesnt work

          I just tried editting a simple 3 page PDF but it opens up blank. I dont see any errors or feedback if something went wrong

        • Next Page