Welcome to our guide on leveraging CRM integrations in HubSpot to track social media interactions. In today's digital landscape, social media plays a vital role in customer engagement. HubSpot's CRM integrations allow you to seamlessly connect your social media platforms with your customer data, providing valuable insights into customer interactions and behaviors. In this guide, we'll walk you through the process of setting up CRM integrations to track social media interactions, enabling you to better understand your audience, tailor your marketing efforts, and drive meaningful engagement.
Log in to your Hubspot account
Log in to your Hubspot account and navigate to the main dashboard.
Access the Social Media Tool
Click on the "Marketing" tab located in the main navigation bar, then click on "Social Media" from the drop-down menu.
Connect your social media accounts
If you haven't connected your social media accounts yet, click on the "Connect account" button located in the top-right corner of the page. Follow the prompts to connect your social media accounts, such as Facebook, Twitter, LinkedIn, and Instagram, to your Hubspot account.
Navigate to the "Inbox" tab
Once your social media accounts are connected, click on the "Inbox" tab located at the top of the page.
Monitor and engage with social media interactions
In the Social Inbox, you will see a list of mentions and interactions from your connected social media accounts. Engage with these interactions by responding to comments, messages, or tweets. When you engage with a social media interaction, Hubspot will automatically associate it with the corresponding contact in your CRM if the contact's email address or social media profile is recognized.
Access the Contacts tool
To view the social media interactions associated with a specific contact, click on the "Contacts" tab located in the main navigation bar.
Locate the contact
Search for the contact you want to view social media interactions for by typing their name or email address in the search bar at the top of the Contacts tool.
View social media interactions on the contact record
Once you've located the contact, click on their name to access their contact record. Scroll down to the "Activity" section and click on the "Filter activity" button. Select "Social interactions" from the drop-down menu to filter the contact's activity feed and display their social media interactions.
Congratulations, you've completed our guide on tracking social media interactions with CRM integrations in HubSpot. By harnessing the power of these integrations, you're unlocking a deeper understanding of your audience's preferences and behaviors. Use this valuable insight to refine your social media strategy, tailor your content, and engage with your customers in a more meaningful way. As social media continues to evolve, integrating it with your CRM system will become increasingly crucial for staying competitive and relevant. Embrace the power of data-driven social media engagement with HubSpot's CRM integrations!