Zoho CRM Facebook Integration

Turn Facebook leads into sales in CRM

Twitter is a social media platform where people express their opinions. Your customers could be talking about you online! Zoho CRM lets you join in on the conversation, find new prospects, and manage your business’ Twitter profile

Bring Facebook and CRM Conversations Together

Once a contact has been added to Zoho CRM, you can access their information, deal history, and activities from the Social Tab. Keep track of the most recent social conversations your business has had with your contacts. Empowered with real-time information, you’ll never miss out on the sales context in your responses to tweets and posts.

monitor screen for zoho crm and facebook integration

Live Audience Engagement

Keep your audience engaged on Facebook. Create new posts, or reply in real time to comments and messages from within the Social Tab in Zoho CRM. From sharing content to replying to posts, you can get everything done on one platform.

social screen for the integration. Under the conversations tab, a user can post and reply.

Follow Conversations about your Brand

Manage Facebook conversations with your prospects in real time. Set up listening streams for every time a prospect or competitor messages you or mentions your brand. You can also setup SalesSignals to get real time Facebook notifications, even when you’re in Zoho CRM.

Sales signals notification screens for facebook integration.

Direct CRM Integration for Facebook Lead Ads

Zoho CRM is an integration partner for Facebook, which means that you don’t have to export leads from your Facebook lead campaigns. Every time you acquire a new lead from your Facebook marketing activities, it’s automatically saved to your CRM database along with contextual information, like which campaign the lead came from.

You can filter your leads exported with the Zoho Crm and Facebook integration.

Turn Conversations into Oppportunities

Even if you’re not running campaigns, you can still add leads from your listening streams. You can manually add these leads from the Social Tab, or automate lead generation by setting up triggers to automatically add leads and contacts from interactions, like someone liking your page or posts. Automatically assign these leads and contacts to your sales reps with assignment rules, follow-up tasks, and reminders.

Select "automate lead generation" tab to configure automation rules.

Manage Facebook Ads inside CRM

Zoho CRM’s Marketplace has extensions for Facebook Ad management so that you can bring your campaign information into CRM and compare the results from campaigns against sales. You can compare the performance of your campaigns against each other to determine which are most effective at bringing in leads. You can also import your spending from these campaigns, compare it with other expenses, and manage your sales budget. Zoho CRM also lets you create dashboards for your Facebook Ads.

Facebook advert manager is the left most tab, located left to the options button and right to the prospects tab.