Social Media Integration
APRO CRM allows integration with popular social networks.
When a new email address is entered, the system is trying to locate it on Facebook. If a user has a Facebook account registered with this email address, a link to social media page will be displayed in the CRM.
The contact's avatar is also imported:
You can activate/deactivate this option in the Admin Panel: Main menu — Settings — Integrations — Social networks.
It is also important to relate the social media account to contact profile fields that will host the links to the contact's page in social networks:
In addition, integration with social networks and messengers allows online chat with contacts — read more about customer success management.
You will get the contact's reply in an external dialogue in the CRM messenger:
To exchange messages with your contacts in their social media accounts from the CRM, authorize your social media account in the system.
Authorization will enable:
- advanced customer success management (online communication with contacts);
- auto posting in social media.
You can reach authorization settings in the Admin Panel: Settings — Integrations — Social Media:
Enter authorization data:
or just click Ok:
You must also see:
Back to Contents