Integrating social media to Zoho CRM

Integrating social media to Zoho CRM

  • Outcome:

The objective of this document is to outline the design and implementation of Social Media Integration with Zoho CRM to enable real-time tracking of customer interactions, lead generation, sentiment analysis, and engagement monitoring across various social media platforms. The integration aims to enhance customer relationship management, streamline marketing efforts, and improve business insights.

 

  • Use case Implementation Steps:

Implementation Stage 1:   

  1. Log in toZoho CRM website with Administrator privilege.

  2. Go to Home > Social>lets get started .

          

      

 

 

  Implementation Stage 2:

  After clicking on let's get started we have to create a brand name and description

 

                  Implementation Stage 3:

                  we can import the  data to the respective brand

               

 

 

  • Target Audience:

  • Sales and Marketing Teams

  • Customer Support Teams

  • Business Analysts

  • Social Media Managers

 

  • Users:

  • Admins: Manage API integrations, configure settings, and monitor system health

  • Sales Representatives: Track leads generated from social media

  • Marketing Analysts: Analyze engagement trends and campaign performance

  • Customer Support Agents: Respond to social media inquiries from within Zoho CRM

 

  • Flow Chart:

 

  • Tool Permission Required:

      Zoho CRM

  • Link Required:

      Flow Chart


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