Integrations
CRM Integration - Frequently Asked Questions
I don't use Zoho CRM. Do you support other CRM integrations? Sorry, we don't support integrations with other CRM applications. Is Zoho Social different from the Social tab in CRM? Yes, Zoho Social is different from the Social tab in Zoho CRM. The ...LinkedIn Lead Ads - Frequently Asked Questions
Why am I not able to access LinkedIn Lead Ads on Zoho Social? You will be able to access LinkedIn Lead Ads, only if you have access to the ad accounts for the pages you connected to your Brand on Zoho Social. You can request for permission following ...Link Shortener - Frequently Asked Questions
How can I create short link? There are two ways to create short links on Zoho Social. You if you have a Bit.ly account, you can integrate it with your Zoho Social for link shortening. Or you could use Zoho Social's free built-in link shortening ...Facebook Lead Ads - Frequently Asked Questions
What plans is the Lead forms Integration available on? The Lead Forms integration is available on Premium, Agency, and Agency Plus plans of Zoho Social. Important The Lead Forms module has been deprecated for users signing up to Zoho Social from the ...Why am I not able to access LinkedIn Lead Ads on Zoho Social?
You will be able to access LinkedIn Lead Ads, only if you have access to the ad accounts for the pages you connected to your Brand on Zoho Social. You can request for permission following the below steps. 1. Sign in to campaign manager. 2. From the ...How to disconnect a LinkedIn Lead Ad account on Zoho Social?
To disconnect a LinkedIn Lead Ad account, -> Click on the Manage Ad Account on the top right corner of the page. -> Tap on the Disconnect option to unlink the ad account associated with your LinkedIn company page on Social.Why are my LinkedIn Lead Ads not syncing ever after reconnecting LinkedIn Page?
Zoho Social takes about an hour to add in new leads to your lead account. We'd recommend you wait for the ads to be updated automatically or a new lead to be submitted for the Lead Ad status to refresh for your Lead Ads to sync.Lead assignment for Facebook Lead Ads on Zoho Social
The leads pushed from Zoho Social to your CRM do not support lead assignment by default. As a workaround, enable the assignment using your Lead Assignment Rule ID in Zoho CRM. All that you have to do is, create a Lead Assignment Rule and share the ...Why are my Facebook Lead Ads not syncing even on reconnecting the Facebook page?
On Zoho Social, Lead Ads are updated every one hour along with the leads that are recently added to the Ad account. We'd recommend you wait for the Ads to be updated automatically or a new lead to be submitted for the Lead Ad status to refresh for ...How can I troubleshoot syncing leads from Facebook Lead Ads to Zoho CRM?
Please write to support@zohosocial.com to help you sync leads from Facebook lead ads to CRM. In the meantime, here are a couple of scenarios that you can troubleshoot on your own. 1. CHECK IF THE FACEBOOK PAGE NEEDS TO BE RECONNECTED Solution: ...Best Practices for Lead Generation through Facebook Lead Ads
Before you enable Facebook lead generation, make sure you have the necessary fields in the Leads module in CRM. Review the standard CRM fields such as Name, E-mail, Phone and Company we’ve automatically mapped on your behalf. You can edit mapping for ...Is Zoho Social different from the Social tab in CRM?
Yes, Zoho Social is different from the Social tab in Zoho CRM. The Social tab in Zoho CRM lets you monitor the social media activities of your Customers, Leads and Contacts. You can engage and interact with your customers, leads and contacts across ...How to integrate Zoho Social account with Zoho CRM account?
Below are the steps you need to follow to connect Zoho Social with your Zoho CRM account. 1. Tap on the Settings on your dashboard, followed by Social Channels. 2. Turn on or off the CRM Integration toggle button against your Facebook Page or Twitter ...Can I disable URL shortener for a particular post/ all posts?
To disable URL shortener for particular post, simply click on the URL shortener icon on the bottom of the Publishing Window. When the icon is orange, it indicates that it is enabled. When the icon is grey, it indicates that URL shortening is ...Does the default URL shortener come with all plans?
Yes it does. While Bit.ly integration is only available across paid plans, the default inbuilt URL shortener zurl is available across all plans.Is there a way I can shorten URLs for bulk-scheduled content automatically?
Sorry, you cannot automatically shorten URLs on posts that have been bulk-scheduled. You will have to individually open each draft and shorten any URLs present, before they go out for publishing.What's new with Facebook Lead Ads Integration in Zoho Social?
Please read this if you've been using an earlier version of Facebook Lead Ads integration in Zoho Social before 18th September 2018. Previously, you could sync Facebook fields such as Name, Email Address, Phone Number and Company with your CRM. ...Why can't I see Bit.ly in my Brand Settings?
You can see the Bit.ly option in your Brand Settings only if you have completed the following steps: a. You are on a paid Zoho Social plan b. You have linked your Bit.ly account to Zoho SocialHow can I create short URLs?
There are two ways to creating short URLs on Zoho Social. You if you have a Bit.ly account, you can integrate it with your Zoho Social for link shortening. Or you could use Zoho Social's free built-in URL shortening service, zurl. To configure this, ...Who can set up Facebook Lead Ads integration in Zoho Social?
Unless the Business Manager Admin hasn't customised lead access in Business Manager Settings, Facebook Ad Account admins who are Admins in Zoho Social can set up lead ads. That is, it is necessary that you are the Ad Account Admin and a Portal /Brand ...Where can I find the leads from my lead ads in Zoho CRM?
Click on the ellipsis (...) in the top bar and navigate to the Leads tab. You will notice a column on the left panel that says "Filter leads by". Look for "Lead Source" and then type in Facebook Ads. You will then be able to view all your leads and ...How do I differentiate the leads from my Facebook posts and Facebook lead ads in my Zoho CRM?
Leads from your Facebook Lead Gen campaigns will be captured in CRM with Lead Source as Facebook Ads and Lead Type as Paid. Leads and Contacts from your Facebook Page posts will be captured in CRM with Lead Source as Facebook and Lead Type as ...Why don't I see leads of my last lead gen campaign?
It depends on when you ran the campaign and if the lead form is still active. Facebook keeps hold of the leads of only the last 90 days of your active lead forms. We recommend you either download the leads from time to time or integrate with Zoho CRM ...Can I create a lead ad or a lead form directly from Zoho Social?
Yes, you can create new lead ads from Zoho Social if you have Admin or Advertiser permissions for the ad account. Click on Run a Lead Ad button on the top right corner of Facebook Lead Gen tab to create a new Facebook Lead Gen Promotion. To create ...I don't use Zoho CRM. Do you support other CRM integrations?
Sorry, we don't support integrations with other CRM applications.Why am I not able to see my Facebook lead ads in Zoho Social?
This could be due to any of the following reasons: Your ad didn't meet Facebook's advertising policies. You'll receive an email or a notification in your Ad account if this is the case. Your Facebook token has expired and you need to reconnect. You ...Why am I not seeing the right Facebook ad account in Zoho Social?
Once you click Set up Lead Ads Now, we will list out the ad accounts that run lead ads for the Facebook profile that's connected to that Brand. Click Disconnect in the same popup to connect another Facebook profile, so that you see a different set ...How do I set up Facebook Lead Generation on Zoho Social?
Before you enable this integration, there are a few prerequisites to make the most of this integration: 1. Check that you've connected the correct Facebook account to your brand so that you'll see the right ad account(s) displayed. 2. Make sure ...
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