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Social CRM: Integrating Your CRM With Social Media and Advertising Platforms

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Does your company use a customer relationship management (CRM) platform? If not, it’s definitely something to consider. A CRM can help you gather, store, organize, and analyze data about your customers, which then helps you improve your sales and marketing efforts.

But that’s not all a CRM can do. It can also integrate with different tools, including social media and advertising platforms. Why bother with CRM social media integration, though? Well, that’s exactly the question we’re here to answer. Keep reading to learn more.

What is CRM social media and advertising integration?

Let’s start by defining CRM social media integration– also known as social CRM. CRMs can help you gather customer data. Integrating your CRM with other tools enables you to pull data from those tools into your CRM.

Your marketing channels, including social media marketing and paid advertising, are some of the best sources of customer data. Most CRMs can integrate with those channels to pull data about how your leads and customers interact with your social media pages and paid ads.

That’s the idea behind social media and advertising integration.

The impact of using a CRM with social media integration

In the modern landscape of multiple popular connection platforms, it’s important to optimize your CRM social media integrations if you want to stand out to customers. These are among the important things to consider if you want to enrich your CRM with a social media integration:

  • Unified channel experience: Modern customers expect you to keep up with them across multiple platforms. If a lead sends an inquiry via a tweet or a LinkedIn message and then contacts you via email, it’s important that their previous inquiries are remembered and stored.
  • The power of social listening: When you use a social CRM, you have the ability to get important insights into your customers via social listening – monitoring what people on social media are saying about your company or brand. When you understand what customers want, you can fine-tune your operations to serve them better.
  • Lead generation: For a growing number of leads, the only platform they’ll interact with your business is social media. With a social CRM, you can take advantage of this through direct lead generation from your social profile.

How to integrate a CRM with social media platforms

With Nutshell, integrating with different platforms, be it social media or advertising, is easy. Nutshell offers dozens of software integrations so you can run campaigns and keep track of your data all in one place. This includes software integrations with some of the most popular social media platforms businesses use for advertising and lead generation, like Facebook, Twitter, and LinkedIn.

Facebook + Nutshell

With Nutshell’s Facebook integrations, Zapier adds your Facebook ad leads to Nutshell as new contacts. In other words, say goodbye to manual data entry. Zapier automatically takes new leads from your Facebook ad campaigns and adds them to Nutshell as new contacts, so your team can start nurturing those leads as soon as possible.

Twitter + Nutshell

Need help finding a contact on Twitter? Nutshell’s Twitter integration makes finding social media information about contacts easy. See your contact’s Twitter handle and other social activity directly on their Nutshell profile and save time by avoiding scouring the vast platform that is Twitter. 

LinkedIn + Nutshell

Unlock the true potential of your professional network with a LinkedIn CRM integration. By integrating LinkedIn with your Nutshell account, you can view your connections and leads right in Nutshell, allowing you to manage your deals more easily and foster meaningful relationships.

Instagram + Nutshell

Connect with potential clients and customers through engaging visual content with Nutshell’s Instagram integration. New leads from Instagram will appear in Nutshell immediately, saving you the time and effort of platform-switching and helping you focus on nurturing those leads instead.

Google Ads + Nutshell

Streamline your Google Ads campaign management by getting leads automatically added to your CRM. With Google Ads and Nutshell integrated, you save time on data entry and can effectively monitor the performance of your campaigns by getting a complete view of the customer journey.

Fill in the missing pieces of your tech stack with Nutshell integrations

Explore our current integrations and upcoming tools that will help you get even more out of Nutshell.

Explore integrations

And get the inside scoop on Nutshell’s security policies here:

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3 benefits of integrating your CRM with social media and advertising platforms

Integrating with social media and advertising platforms has several benefits. Here are three of those benefits!

1. Better audience targeting

When you advertise online, whether on social media or in a search engine like Google, you get to customize your ad targeting. That means you can set up your ads to target people based on specific traits, including:

  • Demographics
  • Location
  • Browsing history

Targeting people based on these factors helps you reach the audience that’s most likely to convert. But how do you know which audience that is?

That’s where your CRM enters the picture. CRM advertising integration means you can use all the customer data in your CRM to help you hone your social media and ad targeting. By reaching the right audience, you can increase your conversion rate and drive more sales for your business.

2. Personalized customer journeys

It’s not enough just to reach the right audience. You also have to reach them with the right marketing. Thankfully, CRM advertising integration can help with that, too.

With your CRM, you can create personalized customer journeys for your social media and paid advertising campaigns. You can use the customer data to identify the best ways of appealing to their interests in your advertising. That personalization will help you successfully engage them.

You can also further increase your personalization by using your CRM to segment your audience into smaller, more specific groups. Then, you can create separate campaigns targeted to each group. The more specific your advertising is to your audience, the more positively they’ll respond to it, and the higher your conversion rates will be.

3. Social media and advertising analytics

Through social media integration, your business can analyze and monitor metrics related to your social media campaigns with a CRM. Integrating your CRM with social media and advertising platforms centralizes your data analysis and even improves it.

Nutshell can automatically create in-depth reports and charts based on your data. This way, you can visualize your campaign’s performance and use the data to optimize future campaigns.

For example, in Nutshell, you can access reports on lead attribution that show you how many of your leads came from organic and paid social as well as other channels.

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Challenges of social CRM

While there are great opportunities and benefits to integrating your CRM with social media, there can be a few hurdles that social CRM users should prepare for:

  • Prioritizing incoming data: The data you gather from your social media CRM integration will likely be vast, and not all of it will be meaningful for your business objectives. It’s important not to waste time and resources focusing on the wrong data.
  • Managing multiple platforms: Adding your business’s presence on a social media profile comes with the expectation that you are readily available to users on that platform. Having multiple platforms means that your attention could potentially be scattered or unevenly distributed, leading to customer dissatisfaction.
  • Keeping up-to-date with platform and trend changes: Your ideal customer base flocks to a new platform, your current social media platform enforces tricky policy changes, or mass social media habits change on another platform. These are just examples of what you can expect in the ever-changing landscape of social media, and without regular observation and pivots, it can get overwhelming.

Nutshell is the ideal CRM for integrating with social media and advertising platforms

If you’re looking for the perfect CRM for social media and advertising integration, Nutshell is among your best options. Designed just for businesses like yours, our CRM offers contact management, sales automation, and reporting features. You’ll also get access to a world-class customer support team that can help you through any questions or concerns you have.

Not sure if Nutshell is the right choice for your company? No worries. You can check out our 14-day free trial to find out for yourself what Nutshell can do for you!


Is Nutshell a perfect match for your favorite software?

Nutshell integrates with tons of software, both natively and through Zapier. See if your favorites are on the list.


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