FAQs in this section
How does Facebook, twitter and Linked in field work ?
What is Vtiger Social?
In which editions is Vtiger Social available?
How do I log in to my Facebook account using Social?
What is a comment stream in Vtiger Social used for?
How do I create a comment stream in Vtiger Social?
In what situations should I use the record creation options on Social?
How do I link a lead from Social's Facebook account?
How do I add a contact from Social's Facebook account?
How do I delete a post?
What is the Social Inbox?
Can I filter activities on my Social Inbox?
How do I add an account to Social?
How do I disconnect an account to Social?
How do I remove an account from Social?
Why do we need automation rules in Vtiger Social?
What is Google My Business?
How is Google My Business related to Vtiger CRM?
What is the use of Google My Business with Vtiger Social?
Which platforms does Vtiger Social support?
How do I log in to Google My Business?
How do I create a Google My Business (GMB) post?
How do I schedule a Facebook post using Social?
Can I post to multiple social media accounts from Vtiger Social?
Can I edit a post after publishing it using Social?
Can I schedule a post on Google My Business (GMB) using Social?
Can I schedule a post on Facebook and Google My Business (GMB) at the same time?
Can I post on multiple channels from the Social module?
How do I reschedule a GMB post?
What can I do using Vtiger Social?
How do I create and publish a post on Facebook using Social?
How do I delete a scheduled post from Social?
Can I like Facebook posts or comments from Social?
How do I reply to Facebook comments from Social?
What are the steps to add or link records from Social's Facebook?
How do I reschedule a post using Social?
How do I add a lead from Social's Facebook account?
How do I link a contact from Social?
How do I create a case from Social?
How do I create a deal from a Google My Business post or review?
Where can I see the questions that users leave on my Google My Business page?
Can I add FAQ to Google My Business?

What type of automation does Social allow?

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.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube