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

        • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

          Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

        • how to use validation rules in subform

          Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")

        • Using files from Zoho CRM in Gemini/ChatGPT/Claude

          Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents

        • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

          Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

        • Maximum file limit in zoho people LMS

          Dear Team, I am having approximately 4.9 GB of material, including PPTs and videos for uploading in zoho people LMS course. May I know what is the maximum limit limit for the course files Thanking you, With regards, Logeswar V Executive _ Operations

        • Displaying related quotes in sales order and back

          Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

        • automations: Can I execute a step on a specific date?

          I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending

        • Dynamically prefill ticket fields

          Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller

        • Optimize your Knowledge Base for better visibility by allowing search engine crawling and indexing

          All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, it

        • Has anyone created a public ASAP Guide that I can check out?

          I am thinking of adding an ASAP guide to my web application, but I have noticed that the ASAP widget itself can be really slow to load sometimes. Has anyone created a public ASAP Guide that I can check to see how performant it is? I don't want to spend

        • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

          Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

        • What’s New in Zoho Analytics – September 2025

          Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

        • Zoho MCP has no tools for Creator or 3rd Party Apps?

          I don't see a Zoho MCP community forum so putting this here. Two big problems I see: 1) Although Zoho advertises "over 950 3rd party apps" as available through their MCP, when I go to "Add Tools" there are ZERO 3rd party apps available to choose from.

        • Zoho Forms - Zoho Drive connection - Shared Drives not supported

          Hello i am stuck with Google Drive Connection There is no supported shared drives Connection is not support shared drives boolean Query Parameters - supportsAllDrives=true&supportsTeamDrives=true to activate fetch files from the shared drives. Ahat need

        • Can't create package until Bill created?

          I can't understand why we cannot create a package until a Bill is created? We are having to created draft Bills to create a package when the item is received, but we may not have received a Bill from the supplier. Also, Bill # is required, but we normally

        • Whats the Time out Limit for API Calls from Deluge?

          Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default

        • Community Digest Agosto 2025 - Todas las novedades en Español Zoho Community

          ¡Hola, Zoho Community! Agosto llega a su fin y septiembre nos trae aire fresco a la comunidad: más inteligencia con IA, actualizaciones que elevan la productividad y la recta final hacia Zoholics España 2025. Aquí tienes lo más destacado del mes para

        • Tip #3: How to change your booking page language

          Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's

        • How can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?

          Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:

        • Diff signature for compose new email and replies

          Hi,   How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.

        • Zoho Website Site Speed Up & Setting

          We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >

        • Clickjacking: Zoho Vault's Response

          Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent

        • No option for pick up in Zoho Books / Inventory but yes on commerce

          Is it planned to release soon on books/inventory?

        • Accessing Zoho form enteries via API

          Hi As a user I can view enteries to a form at: https://forms.zoho.com/<myOrganisation>/report/<myReportName>/records/web How do I access these entries via API? I don't have any problem with scope and getting tokens. But I have no idea what the API call

        • 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

        • Blueprint Issue - Being able to set a subform field as mandatory

          I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,

        • Blueprint - Mandatory file upload field

          Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we

        • Zoho Books - Include Quote Status in Workflow Field Triggers

          Hi Zoho Books team, I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer. This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitored

        • Zoho Books - Show Related Sales Orders on Quotes

          Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshot

        • Add VAT/Tax line to bank adjustments

          When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate with

        • New Menu Layout Feedback

          I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something

        • How to use Rollup Summary in a Formula Field?

          I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

        • Form Accessibility

          Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant? 

        • Cannot schedule report delivery

          The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.

        • adding attachment in sendmail script where attachment is in a CRM field

          Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you

        • Signature field is showing black

          Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

        • [Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator

          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. Struggling with lengthy claim processes, a lack of visibility into

        • How to update changed purchase account of item in invoice

          I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the

        • Zoho Suite is very slow

          Since today Zoho is incredibly slow over all applications! What's going on?

        • Not sure how to use credits to my account

          Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris

        • Next Page