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

        • Embed Sign Document

          Has anyone tried embedding a document in a webpage? I'm building a webpage (using PowerPage) and I'm trying to embed it using an iframe then I got this error: Refused to display 'https://sign.zoho.com/' in a frame because it set 'X-Frame-Options' to

        • We’re transitioning from Zoho ShowTime to TrainerCentral

          Hello everyone, Zoho ShowTime was originally built as a training platform to serve training agencies, HR teams, and individual trainers. As the platform grew, we realized that more creators and businesses could benefit from its capabilities. That’s why

        • Emails Are Not Being Delivered to My Inbox

          Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming

        • Radar In Focus: Track customer support metrics using Radar's static reports

          Hello everyone, Welcome back to the Radar In Focus series, where we explore how Radar features can add value to your business. In this episode, we're looking at Radar static reports. The help desk is filled with vast amounts of data that can be analyzed

        • Mail ToDo & Tasks Webhooks

          Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message

        • Allocating inventory to specific SO's

          Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

        • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

          Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these

        • Where can I find rejected inbound mails and their reason for rejection

          Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is

        • Refund

          Hi There, Please refund me asap possible, because of no support given. Thank you

        • تغيير عمله الدفع"Change payment currency"

          ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"

        • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

          How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        • Attention API Users: Upcoming Support for Renaming System Fields

          Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

        • Zia's ability to generate and improve content extended to Desk mobile app (iOS and Android)

          In support, agents will have to understand customers' pain points completely to provide empathetic personalized solutions and a positive experience. However, at times, agents might find it challenging to comprehend the customer issues and connect with

        • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

          As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?

        • Zoho Sign product updates - Q3 2025

          Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients

        • Zoho sites header

          Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my

        • Quick Create needs Client Script support

          As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

        • Kaizen #152 - Client Script Support for the new Canvas Record Forms

          Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

        • DNS set up

          I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?

        • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

          The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks

        • General suggestions

          Hello, I've picked this forum as it is at the top of the list! :) First suggestion: A general forum for issues and comments that are not specific to a particular Zoho application. Second suggestion: Put a link on the home page to "Zoho Identity Access Manager" The first suggestion came about because I didn't know where to post the second! ;) Regards Mark

        • Can't upload attachments.

          I can't upload attachment in Zoho Mail.

        • Need Guidance on SPF Flattening for Zoho Mail Configuration

          Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare

        • How use

          Good morning sir I tried Zoho Mail

        • Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

          Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop

        • Error when sending emails from Zoho

          Hello, When trying to send an email from Zoho CRM I keep getting the below error: javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. Any support on this will be much appreciated. Thanks,

        • Zoho Tables is now live in Australia & New Zealand!

          Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

        • Not all emails from outlook365 migrated to my new zoho account

          I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest

        • Max numbr of IMAP Accounts in Zoho Mail?

          In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?

        • Formula Fields Trouble

          Hi,  I can't get even a simple formula field to work and must be doing something dumb. This formula: If(Len(Trim(${Quotes.Subject}))=0,1,2) Gives the error: You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions to make sure you put the right kind of data in the right place. This formula: Len(Trim(${Quotes.Subject}))=0 Gives the error: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make

        • OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

          We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.

        • How can I add a new organization on Zoho Campaign

          I want to create a new organization with my Zoho Campaign

        • White Label certificate

          Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it

        • www.abc.com is working but abc.com is not

          I have my domain in godaddy. I have created a website using zoho sites and now I want to publish it and I tried doing it. Mapped the domain www.abc.com, abc.com. In godaddy changed the CNAME values. A, @ was parked and updated with zoho's IP address.

        • Split my account

          Hello, I recently bought an email service for a friend. But, looks like I used my personal account to buy the plan. Please split the account so that the email service stays in a different account than my personal account.

        • Have Mail Lite, wish to add/purchase 2nd domain and use email

          Hello, I have recently created two new businesses. I have successfully used Zoho to create a domain for one business and have set up two email addresses / users on that domain. I am trying to figure out how to create a second domain, just like I did the

        • Need support in setting up the company email and few other setups

          Need support in setting up the company email and few other setups

        • This mobile number has been marked spam.

          Dear zoho team, I am very happy to use zoho,because it india 🇮🇳 own app, but when we login into zoho account we facing some issue, please solve below issue ASAP. Add your mobile number As an added security measure for Accounts, you need to verify and

        • Add an external email to the allowed list

          I need to allow an external email to raise a ticket on Manage Engine ServiceDesk Plus. The external email is a outside of our domain and is not a domain user. The email address that needs to be allowed to raise a ticket request is noreply@formsatack.com.

        • Display name & account type change

          I made a mistake and subscribed with an individual account instead of business, how can I change the account type and enter the details of the business. The other question, if I can't, then I want the display name of our email to be 'Business name' instead

        • Next Page