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How do I automate processes for Twitter in the Vtiger CRM? 

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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 reply on your Twitter page.
For example, if you receive a reply that says, “How do I buy this product?”, you can assume this to be a lead for your business and create a lead record for the user.

Additionally, you can specify tags or keywords that must be present in the reply. 
For instance, if the tag is “want to subscribe”, and a user Tweets a reply that matches the tag, you can assume them to be a lead and trigger the creation of a lead record. 

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. The Social module dashboard opens.
  5. Click Manage Accounts on the bottom left corner of the screen. The Social Settings window opens.
  6. Click Automation > Twitter on the left-hand side.
  7. Click on +Add Rule. The Add automation window opens.
  8. Enter or select the following information -
    1. Name: Provide a title for the rule.
    2. Select trigger: Choose when the record must be created (on receiving a reply).
    3. Contains Keywords: Enter the keywords that must be present in the reply. 
    4. Choose action: Choose which record to create. 
  9. Click Save.
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