How to Integrate Group Leads With Zoho

Connecting your Zoho CRM account to GroupLeads allows you to automatically sync Facebook Group member details, email addresses, and question responses into your Zoho CRM contact list.

Follow the step-by-step guide below to create a tag in Zoho CRM, authenticate your account, and connect Zoho using the CRM tab in the GroupLeads Chrome Extension.

Prerequisites

• An active Zoho CRM account.
• GroupLeads Chrome Extension installed and connected to a Google Sheet.
• Facebook Group membership questions configured.

Step 1: Create a Tag in Zoho CRM and Copy the Tag Name

1. Log in to your Zoho CRM dashboard.
2. In the left-hand navigation sidebar, click Contacts.
3. On the top-right corner of the Contacts page (next to Create Contact), click the three dots icon (...) and select Manage Tags from the dropdown menu.
   
4. On the Manage Tags page, click the New Tag button in the top-right corner.
5. In the Add Tags pop-up modal, enter your desired tag name in the input field (e.g., Group Members).
   
6. Click Save.
7. Copy your created tag name and paste it into a notepad file for use in the next step.

Step 2: Open GroupLeads and Access the CRM Tab

Now switch to your browser extension to set up the connection:

1. Open Google Chrome and launch the GroupLeads Chrome Extension.
2. Click the gear / settings icon (⚙) next to your target Facebook Group name.
3. Click the CRM tab in the top navigation bar (located between Setup and Auto Responder).
4. Toggle ON the Enable CRM switch to activate CRM integration and automation.

Step 3: Select Zoho and Enter Credentials

1. Under CRM Integration, select Zoho from the dropdown list.
2. Toggle ON Send Questions/Answers to Zoho (if you want member Q&A responses saved).
3. Enter your tag name into the Exact Tag Name * field (e.g., Group Members).
4. Click Connect App.
   

Step 4: Authenticate Your Zoho Account

1. An authentication pop-up window will open asking for permission to access your Zoho account.
2. Enable the checkbox for I allow Groupleads to access the above data from my Zoho account.
3. Click Accept.
4. Upon successful authentication, a green Connected status badge and confirmation message will appear in GroupLeads.
   

   

Step 5: Approve Members and Sync Data

1. Go to your Member Requests page on Facebook.
2. Approve new members using the GroupLeads red button (or Approve All).
3. The new members' data will be automatically saved to your Google Sheet and synced directly to your Zoho CRM contacts with your specified tag.

You're all set! Your GroupLeads extension is now connected to Zoho CRM. From this point on, any new contacts approved in your Facebook Group will be automatically added to your Zoho CRM account.