CRM Help

Associate Company's Facebook & Twitter Accounts

The first step to start using the Social Integration is to associate your company's Facebook pages and Twitter profiles with Zoho CRM. The administrator needs to do this in your organization's Zoho CRM accountand additionally enable different types of permissions for other profiles.

Once you add a Facebook page or a Twitter profiles:

  • Users can use the Social tab that will be available to users who have the profile permission to access the tab. See Also Managing Profiles
  • Leads and contacts will have a new Related List - Social Interactions. All Twitter and Facebook interactions associated to the lead/contact will be listed below this related list.

Availability

Permission Required: Users with the Administrator profile can add company's social media profiles.

Add Facebook Page

With your Facebook company page associated to Zoho CRM, you can perform the following set of actions from within CRM.

  • Post a status.
  • Like a post or a comment.
  • Comment on a post.
  • Search relevant topics.

To add Facebook page

  1. Log in to Zoho CRM with Administrator profile.
  2. Click Setup > Social > Facebook.
    Alternatively, if you are in the Social Tab, go to Setting icon > Facebook.
  3. In the Social Settings page, click Add Account.
    Please make sure that the pop-up blocker is disabled in your browser.
  4. In the Facebook popup, specify the login credentials for your company's Facebook account that you want to associate to Zoho CRM.
  5. Click Log In.
    Your Facebook account will be added.
  6. Click Add Page.
    Your organization's Facebook pages will be listed.
  7. Click Add for the corresponding page that you want to add.
    Certain companies may have multiple pages. In that case, you can associate multiple pages too.
  8. Set permissions for Actions and Keywords:
    • Actions - This permission defines who should take part in the Facebook interactions and who should just be silent listeners. Select profiles for each action.
      By default, Administrator profile is added.
    • Keywords - Create Saved Searches by adding keywords. Click the Add Keywords link to add a keyword and set profile permission for it.
      Keywords created here will be available in the Search popup in Social tab. These keywords, added by the administrators from the Social Settings page, cannot be deleted by other users.

Add Twitter Profile

With your Twitter account associated to Zoho CRM, you can perform the following set of actions from within CRM.

  • Tweet and retweet.
  • Reply to the tweets in the timeline.
  • Mark tweets as Favorite.
  • Search relevant topics.

To add Twitter profile

  1. Log in to Zoho CRM with Administrator profile.
  2. Click Setup > Social > Twitter.
    Alternatively, if you are in the Social Tab, go to Setting icon > Twitter.
  3. In the Social Settings page, click Add Account.
    Please make sure that the pop-up blocker is disabled in your browser.
  4. In the Twitter popup, specify the login credentials for your company's Twitter account that you want to associate to Zoho CRM.
  5. Click Authorize app.
    Your Twitter account will be added. Certain companies may have multiple pages. In that case, you can associate multiple profiles too.
  6. Set permissions for Actions and Keywords:
    • Actions - This permission defines who should take part in the Twitter interactions and who should just be silent listeners. Select profiles for each action.
      By default, Administrator profile is added.
    • Keywords - Create Saved Searches by adding keywords. Click the Add Keywords link to add a keyword and set profile permission for it.
      Keywords created here will be available in the Search popup in Social tab. These keywords, added by the administrators from the Social Settings page, cannot be deleted by other users.

Remove Twitter/Facebook Company Profile

Your company's Twitter and Facebook accounts associated to your Zoho CRM account can be removed easily. Please note that on removing, both Twitter and Facebook associations, the Social tab will no longer be available. All the leads/contacts added via Social tab will not be lost.

To remove Twitter/Facebook account association

  1. Log in to Zoho CRM with Administrator profile.
  2. Click Setup > Social > Twitter/Facebook.
    Alternatively, if you are in the Social Tab, go to Setting icon > Twitter/Facebook to delete a profile.
  3. Click on the Delete icon for the corresponding Twitter profile or Facebook page.

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