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

        • Rendering PDF to view on page

          My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)
        • Dynamically Fetching Lookup Field Display Value

          I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the
        • Ability to Create New Items When Zoho Trident is Minimized via tray or taskbar icon

          Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access to
        • I can not see Undeliverable emails from my Mass Email Leads activity in CRM

          I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?
        • Select Zoho Contacts as Meeting Participants in Zoho Cliq

          Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling functionality in Zoho Cliq. Current Limitation: When scheduling a meeting in Zoho Cliq, participants can only be selected from: Organization
        • Ability to Select External Users from Participants List When Scheduling Meetings

          Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling experience in Zoho Cliq. Current Limitation when scheduling a meeting in Zoho Cliq: External users can be selected from the list only under
        • Kaizen #212 - Map Dependency Fields in Zoho CRM using APIs

          Hi Everyone!! Welcome back to another week of Kaizen series! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We
        • Outdated state in mexico

          Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the
        • Is anyone using Zoho Flow with airtable?

          I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch from
        • AI in Zoho Workplace: A Sneak Peek into What’s Coming!

          Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first
        • Meet Canvas' Grid component: Your easiest way to build responsive record templates

          Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
        • Best way to share/download presentation files in Zoho without losing formatting?

          Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is there
        • Workflow Failure - Notifications

          Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.
        • Introducing Bin Locations In Zoho Inventory

          Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature
        • Error "Invalid client task found corresponding properties" only when triggered from workflow ?

          Hi All, I am facing an error message I never encountered previously: Error in executing On Add - On Load script Error in executing thisapp.get_all_projects_api_call function. Line:(2) Error in executing thisapp.getAccessTokenFromRefreshToken function.
        • How to interpret Campaign report statistics - definitions/explanation

          I am trying to make sure I understand the Campaign report correctly Do you have a list of definitions for: Delivered - it has reached the recipient's inbox Campaign reach - is this the number that have opened the campaign email? Unique Opens Clicks/Open
        • Feature request - pin or flag note

          Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
        • Schedule a Call by Date and Time when a specific lead status is selected

          Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks
        • Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

          Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello
        • How can I bold text on Zoho Forms submit buttons?

          In the old theme builder, I could bold the text on a form's submit button. With the new theme builder, I can only change the text of the header or fields in the form, and not the button itself.
        • Hiding Pre-defined Views

          You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined views - we don't use ANY of the pre-defined views. Adding the feature to allow a predefined view to be hidden completely or only visible to certain users would be a big improvement in usability for Zoho CRM. This feature is already available
        • Rich-text fields in Zoho CRM

          Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
        • [Integration Edition] Deluge Learning Series – Third-Party Integrations with Deluge | October 2025

          We’re excited to continue this three-month edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session 3 – Third-Party
        • Feature Request: Tag, Search, and Report on Individual Private Comments

          Zoho Desk Team, First, I want to say that we are extensive users of Zoho Desk and it is a core part of our support operations. We rely heavily on the private comments feature for internal communication, knowledge sharing, and maintaining a clear history
        • Zoho CRM Community Digest - August 2025 | Part 2

          Hello Everyone! Here's a quick round-up of handy tips, clever workarounds, and product updates from late August. Product Updates: Meeting Enhancements in Zoho CRM! Track whether a meeting is online, in-office, or at the client’s location using the new
        • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

          Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response
        • Round robin

          Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I
        • Time Entry Notifications

          Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?
        • Change text in help desk

          Hi, Please let me know how can i change the this text, see screenshot.
        • Customer happiness customisation

          Hi, I was wondering if it's possible to somehow customise to whom and when customer happiness request is sent? Can you enable it only for selected tickets for example based on workflow or any other criteria (customer name, tag or anything else)? Also
        • No Zoho Support Response in Months

          I want to say that I love Zoho FSM, Books, and CRM, but the support is scary bad. About 2-3 months ago, I emailed Zoho FSM support with two specific issues I needed help with, and I have still not received one single response. I also submitted a support
        • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

          Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It
        • Null

          If a result is null how do I make it so that a custom error pops up instead of the default error? Can someone write an example as if I were using the script builder?
        • Format a "return" message

          Good day, Is there a way to format the message of the "return" function in CRM deluge script?
        • Change Last Name to not required in Leads

          I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
        • Having Trouble Opening The Candidate Portal

          Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.
        • Tip of the Week - Spot Risky Sales with Conditional Formatting

          In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply
        • How do I duplicate / copy a campaign

          I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to
        • For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?

          We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay
        • Creator Change History: Ways to improve

          Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,
        • Next Page