CRM Help

Associate Company's Facebook & Twitter Accounts

The Social tab in Zoho CRM can help you centralize all the customer-related communications and interactions happening on your company's Facebook page and anywhere on Twitter. This feature in your account can assist you in the following ways:

  • Post status messages from your company's Facebook page and Twitter profile.
  • Monitor real-time activity such as likes/favorites, comments, tweets and mentions for your brand over Facebook and Twitter.
  • Search keywords to stay tuned to relevant topics: your products, your brand mentions, etc. to find out who is interested in your company and add them as lead/contact in your Zoho CRM account.
  • Interact and engage with your customers over social media channels.
  • View all social interactions of leads and contacts with your company under Social Interaction Related Lists.

Availability

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

Add Your Company's Facebook Page and Twitter Profile

As an administrator, you can add your company's Facebook pages and Twitter profile in Zoho CRM and interact with your customers and prospects from within your CRM account. On adding the Facebook page ot the Twitter profile:

  • A Social tab will be available to all the users who have the 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.

Add Facebook Page

To add Facebook page

  1. Log in to Zoho CRM with Administrator profile.
  2. Click Setup > Social > Facebook.
  3. In the Facebook page, click the 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.
    Your Facebook account will be added and you will be prompted to associate a page.
  5. Select your company page and click Add. Note that to be able to do this, you must have your company page associated with your Facebook account. See Also Facebook Help
    Certain companies may have multiple pages. In that case you can associate multiple pages too.
  6. Set permissions to view Posts, Posts by others and Messages.

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.

Add Twitter Profile

To add Twitter profile

  1. Log in to Zoho CRM with Administrator profile.
  2. Click Setup > Social > Twitter.
  3. In the Twitter page, click the 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.
    Your company's Twitter account will be added.
  5. Set permissions to view Tweets, Messages and Mentions.

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.

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.
  3. Move your mouse pointer to the account that is associated and click on the Delete icon.

Top