Tip #12: Automatiza la generación de posibles clientes través de Redes Sociales

Tip #12: Automatiza la generación de posibles clientes través de Redes Sociales

Tips and tricks #12, adaptado de Vaagdevi
¡Hola a todos!

Esta semana quiero dedicar el post a aquellos profesionales de marketing y ventas que nos siguen. A aquellos que ponen tanto empeño en que cada newsletter y publicación en Twitter tenga los porcentajes de engagement más altos. Y es que hoy traigo un tip para recoger todas esas interacciones en redes sociales y que queden grabadas en CRM. ¿Cómo? Lo vemos a continuación.

Recordarte que no te olvides de consultar nuestra serie completa de Tips and Tricks de CRM.

Tip #12: Automatiza la generación de posibles clientes través de Redes Sociales.

Las redes sociales son, sin lugar a dudas, una mina de oro para obtener prospectos. Pueden ser una fuente muy efectiva de posibles clientes, pero sólo si accedes a la gente correcta en el momento adecuado. Con Zoho CRM, puedes olvidarte de la preocupación por perderte prospectos importantes en redes sociales.
Para conseguirlo, tenemos que acudir a lo que desde Zoho llamamos "reglas de automatización de red social". Estas son como las reglas de flujo de trabajo, pero siendo especialmente diseñadas para el contexto de redes sociales. Con estas reglas, puedes hacer que tu CRM añada los seguidores como posibles clientes de manera automática, siempre que cumplan X criterios. Estos son algunos ejemplos:
  • Si alguien menciona tu marca en Twitter, añadir automáticamente como posible cliente.
  • Si alguien hace retweet (RT) a tu tweet, añadir automáticamente como contacto.
  • Si alguien comenta en tu página de Facebook, añadir automáticamente como contacto.
También puedes añadir reglas de asignación para que estos posibles clientes y contactos "sociales" sean automáticamente asignados a tu equipo comercial. Veamos un ejemplo:

  1. Accede al módulo Social de tu CRM. Si no lo ves en la parte superior, haz clic en el desplegable indicado con el siguiente símbolo ( ... ).
  2. Asegúrate de que tus redes sociales están configuradas en tu CRM. Para hacerlo, ve primero a Configuración > Canales > Red Social, y hazlo desde la pestaña Configuración de marca.
  3. Una vez configurada, accede a la pestaña Automatizar la generación de posibles clientes y empieza a crear tu regla de flujo de trabajo. 


El ejemplo muestra dos tipos de posibles acciones realizadas por el usuario de Twitter. En caso de que la acción sea mencionar la marca, el usuario se convierte en posible cliente, y es asignado según una de las reglas de asignación existentes. En el ejemplo, asignar por interés (producto, servicio o ambos). En el segundo caso, si el usuario envía un mensaje directo se convertirá automáticamente en un posible cliente, y no será asignado (de momento).

No hace falta decir que esta simple regla de automatización puede ahorrar tiempo y esfuerzos de tu equipo de ventas.

Para leer más sobre cómo trabajar con las reglas de automatización de redes sociales, consulta el siguiente enlace.

¿Conocías esta función? ¿Qué te parece? ¡Añádelo en los comentarios!


    • Recent Topics

    • Zeptomail 136.143.188.150 blocked by SpamCop

      Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150

    • Apply transaction rules to multiple banks

      Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.

    • How to bulk update records with Data Enrichment by Zia

      Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?

    • 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

    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

    • How do I split a large CSV file into smaller parts for import into Zoho?

      Hi everyone, I’m trying to upload a CSV file into Zoho, but the file is very large (millions of rows), and Zoho keeps giving me errors or takes forever to process. I think the file size is too big for a single import. Manually breaking the CSV into smaller

    • Client Script Payload Size Bug

      var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Messages not displayed from personal LinkedIn profile

      Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

    • lead convert between modules

      Hello, The workflow we set up to automatically transfer leads registered via Zapier into the Patients module to the Leads module started to malfunction unexpectedly on September 25, 2025, at 11:00 AM. Under normal circumstances, all fields filled in the

    • Flow Task Limits - How to Monitor, Understand Consumption?

      So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,

    • Cross References Do Not Update Correctly

      I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including

    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with an administrator profile can now manage profile-based permissions

    • How to Track and Manage Schedule Changes in Zoho Projects

      Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledges

    • Is there a notification API when a new note is addeding

      Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • Collaborate Feature doesn't work

      Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post

    • Edit Permission during and after approval?

      When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?

    • Zoho web and mobile application not workingn

      Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.

    • Introducing the revamped What's New page

      Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

    • Prevent stripping of custom CSS when creating an email template?

      Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>

    • Bulk Moving Images into Folders in the Library

      I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing

    • Zoho Campaigns - Why do contacts have owners?

      When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

    • Latest updates in Zoho Meeting | Breakout rooms and End to end encryption

      Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted

    • Systematic SPF alignment issues with Zoho subdomains

      Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

    • Accidentally deleted a meeting recording -- can it be recovered?

      Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?

    • To Zoho customers and partners: how do you use Linked Workspaces?

      Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is

    • Upcoming Changes to the Timesheet Module

      The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

    • How to access email templates using Desk API?

      Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;

    • Attachment is not included in e-mails sent through Wordpress

      I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

    • How to render either thumbnail_url or preview_url or preview_data_url

      I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

    • Update Portal User Name using Deluge?

      Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process is

    • Zoho Bookings No Sync with Outlook

      Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?

    • Unable to retrieve Contact_Name field contents using Web API in javascript function

      Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related

    • Updating Woocommerce Variation Products Prices Via Zoho CRM

      I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.

    • Placing a condition before converting the LEAD

      Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

    • Emails Disappearing From Inbox

      I am experiencing the unnerving problem of having some of the messages in my inbox just disappear.  It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet.  I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found

    • Power of Automation :: Automatic removal of project users once the project status is changed.

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms

      Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. For

    • 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

    • Next Page