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What type of automation does Social allow?

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With automation rules, you can automatically create contact, lead, and case records in the CRM. You can trigger the creation of records when a user leaves a comment, like, or review on your Facebook page. 

Follow these steps to add a rule: 
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials > Conversations.
  4. Select Social. You will land on the Social module.
  5. Click Manage Accounts on the left-hand side. You will land on the Social Settings window.
  6. Click Facebook under Automation on the left-hand side.
  7. Click on +Add Rule.
  8. Enter the following information:
    1. Name - Provide a title for the rule.
    2. Select trigger - Choose when the record must be created (on receiving a comment, like, or review).
    3. Select tags - Enter the keywords that must be present in the comment or review. This field does not show when the trigger is Like.
    4. Choose action - Choose which record to create. 
  9. Click Save.
To know more about Social, click here.
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