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How Zoho Works with Social Media Management

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Zoho CRM, by default, allows brands to add social media platforms like Facebook and Twitter.  However, by integrating Zoho Social, an effective social media management tool, brands with multiple social media profiles can synchronize those profiles in Zoho CRM seamlessly. Authorized Zoho CRM users can control their integrated social media accounts with this social media management tool, monitor the accounts for keywords, analyze social media post performances, engage with potential leads, etc. Zoho CRM gives you capabilities from prospect tracking to accurate data analysis.

Zoho Social is an all-in-one social media management platform launched by You may learn to using Zoho Social with the help of Zoho technicians from authorized Zoho partners. You can schedule posts, create custom dashboards, monitor mentions, etc.

Zoho Social helps track the revenue inflow from social media marketing campaigns as well. By integrating the social media managing platform with Zoho CRM, you can engage with prospects and generate leads from social media. Social media handle integration with CRM helps in getting more leads and helps your sales team close more deals.

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How to Add Social Media Accounts in Zoho CRM

Zoho CRM allows you to add all your social media handles. Here are the steps to add your social media accounts to Zoho CRM:

  1. In the ZOHO CRM toolbar, Click the Setup icon.
  2. Select Social.
  1. Click Create New Brand button and Enter the Brand name and description.
  1. Then click Create.

Now, depending on the social media handle(s) you want to add to Zoho CRM, follow the workflow below for each account.

Integrating a Twitter Account:

  1. Next to the Twitter integration icon, Click Add Account.
  2. Sign in to the account using the Twitter authentication portal.
  1. Now Click Authorize App. Now Zoho CRM has the power to control that Twitter account. Only after you grant permission can the user control your social media accounts through Zoho CRM.

Similarly, one can also add other social media accounts to the Zoho CRM.

What are the Advantages of Using the Zoho Social Media Management Tool?

Monitor customer feedback on all social media platforms

Customer feedback helps your brand to understand how useful your services and products have been for your customers. You can rectify any reasonable flaws mentioned by customers who use your services. The feedback offers an insight into customer likes and dislikes. You may use this insight to personalize the customer experience, which ensures a higher conversion rate.

Automate Social Media Lead Capture

Zoho CRM can be programmed to automatically capture leads from social media accounts. For example, if a user happens to mention your brand name, he/she is considered a potential lead and is automatically pulled into Zoho CRM. However, if your brand is popular, then not every user that mentions your brand name is a potential lead. So, the configuration should be limited to signals such as likes, retweets, etc.

Manage Social Media Activities with Zoho CRM

The social media management tool in ZOHO CRM enables you to do the following:

  • Publish and manage social media posts.
  • Keep track of customer interactions.
  • Monitor, and even attract, engagement from prospects.
  • Track social sales metrics through Zoho’s analytics.
  • Empower both your social media and sales team by sharing relevant information and close deals faster.

Conclusively, we can use the power of Zoho Social as an excellent social media management tool with a sales process to increase brand awareness, build strong and long-term customer relationships, and close deals faster.

If you’d like to start harnessing the power of Zoho Social, contact us today!

Your business deserves the best, and as an Authorized ZOHO Partner CloudQ can help you get there.

Contact us for a consultation with our ZOHO experts today.

Tell us a bit about yourself, and we’ll tell you a lot more about us.


Lekshmi Devi

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