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Social Selling with Zoho CRM: Facebook and Instagram Integration

integration of zoho crm and facebook and instagram
Published May 23, 2024
Categorized as 
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In modern sales, social selling is crucial because it allows salespeople to connect with customers where they are most active - on social media. With more than 4.7 billion people on social media worldwide, it's a vast and fertile ground for sales teams to tap into. Social selling also helps salespeople build personal relationships with customers, stay on top of industry trends and news, identify and pursue new sales opportunities, and provide customer support and service.

In this post, we'll explore how to leverage Facebook and Instagram integration with Zoho CRM for social selling. We'll cover the benefits, setup, and best practices for using these platforms together to drive sales success. Whether you're a sales professional, marketer, or business owner, this post will provide you with the knowledge and insights you need to get started with social selling using Zoho CRM and Facebook and Instagram integration.

Our expert Zoho consultants empower businesses to unlock the full potential of social selling by seamlessly integrating Zoho CRM with Facebook and Instagram. This powerful fusion enables companies to harness the strengths of social media, CRM, and sales automation, resulting in enhanced customer engagement, amplified lead generation, and unprecedented sales growth.

Benefits of Social Selling with Zoho CRM

Increased Sales Productivity

  • Respond to leads and customers in real-time
  • Automate routine tasks and focus on high-value activities
  • Access customer information and conversation history in one place
  • Collaborate with team members and assign tasks seamlessly

Enhanced Customer Engagement

  • Listen to customer conversations and respond promptly
  • Share valuable content and insights that resonate with your audience
  • Build a community around your brand and foster loyalty
  • Provide personalized support and service

Improved Sales Pipeline Management

  • Automatically capture leads from social media
  • Assign and prioritize leads based on behavior and engagement
  • Track conversations and interactions across channels
  • Analyze sales performance and metrics

Connecting Your Facebook and Instagram Account:

Setting up Facebook and Instagram integration with Zoho CRM is a breeze. Here's a step-by-step guide to get you started:

  • Log in to your Zoho CRM account: Make sure you're logged in to your Zoho CRM account with the right credentials.
  • Go to the Zoho CRM Marketplace: Click on the "Marketplace" icon in the top right corner of your Zoho CRM dashboard.
  • Search for Facebook: Type "Facebook" in the search bar and click on the "Facebook" result.
  • Click "Install": Click the "Install" button to start the integration process.
  • Authorize Facebook and Instagram: You'll be redirected to Facebook to authorize the integration. Click "Continue" to proceed.
  • Select your Facebook page: Choose the Facebook page you want to connect with Zoho CRM.
  • Configure settings: You'll be taken back to Zoho CRM to configure some settings. We'll get to that in a bit!

Best Practices for Social Selling with Zoho CRM

Social selling is all about building relationships and trust with your customers. To do this, you need to be personal and authentic in your approach. Here are some tips to help you get it right:

  • Use customer data: Use data from Zoho CRM to personalize your messages and interactions with customers.
  • Be human: Don't be a robot! Use a conversational tone and show your human side.
  • Show empathy: Understand your customers' pain points and show that you care.
  • Be transparent: Be open and honest in your interactions with customers.


Social selling with Zoho CRM is a game-changer for businesses looking to drive sales and revenue. By integrating Facebook and Instagram with Zoho CRM, you can unlock the full potential of social selling and take your business to the next level. In this post, we've explored the benefits and potential of social selling with Zoho CRM, including increased sales productivity, enhanced customer engagement, improved sales pipeline management, and better data analysis and insights.

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