Lead Generation (Overview)

Lead Generation

The key to generating leads is by sharing interesting content, keeping your audience engaged, and listening intently to what people are saying about your brand on social media. It makes perfect sense for your business to be in the social media space because that's where all of your customers are.
Wouldn't it be awesome to find out who liked your latest blog, or maybe shared your post with their favorite friend's circle?
If you have an interaction where someone expressing a need that you feel is relevant to your business, it would be a great idea to consider adding them as a lead. They could wind up as someone in your Connections list, or, even better, potential customer you wouldn't have found, otherwise.
In the social media sphere, you will come across various opportunities to connect and build better relationships in order to make progress towards a sale.
To use the Lead Generation feature, you must have your Zoho Social account integrated with your Zoho CRM account. (Learn more about Zoho CRM Integration with Zoho Social.)
When generating leads, you will have the option to add them either as CRM Leads or CRM Contacts.

  • Leads are Connections who have provided their contact information and have the potential to be converted into CRM Contacts.
  • Contacts are Leads that you have already contacted and have ongoing interactions with.

Lead Generation can be done either manually or automatically. You can even choose to do both together. 

  • Manual: Add people to Zoho CRM yourself, using actions in Zoho Social.
  • Automatic: Create a set of rules to convert people into CRM Contacts or CRM Leads based on certain triggering events. 

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