Integrate Social links to enrich leads and contacts

ConvergeHub allows you to integrate social links of your leads and contacts within their respective details page. This helps you to view their conversations over social media and keep track of their social activities from within the CRM, for taking real-time actions and driving better engagement.

To integrate social links to leads and contacts, follow the steps below:

• Open the Record: First, open the specific lead or contact you wish to update.
• Enter Edit Mode: Click the Action tab and select the Edit option. This will allow you to make changes to the record.
• Navigate to Social Links: Go to the Other tab. Here, you will find the Social Links section.
• Add a Link:
  Select the social media channel (e.g., LinkedIn, Twitter, Facebook) from the dropdown menu.
  Paste or type the full URL of the social media profile into the text field.
• Add More Links (Optional): If you need to add another social media link, click the Add Another button. A new row will appear for you to repeat the previous step.
• Save Your Changes: Once you are finished, click the Save button to apply the updates. If you want to exit without saving, click Cancel.