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Jains now runs sales, social and its mobile app on one Zoho CRM
Cube Yogi built a connected setup for Jains. Social accounts are managed in Zoho Social, leads from those accounts are added to Zoho CRM, and the Jains Connect app works on the same CRM through a custom bridge API.
- Client
- Jains
- Built with
- Zoho CRM, Zoho Social, custom API
- Also delivered
- Jains Connect app bridge
- Delivered by
- Cube Yogi
About the customer: Jains
Jains, formally Jain Irrigation Systems Ltd, is an Indian multinational based in Jalgaon, Maharashtra. It is best known for micro-irrigation and drip irrigation, and it works with farmers and agricultural businesses.
The group was founded by Bhavarlal H. Jain, and its long-standing line is “More crop per drop”. It is listed on the BSE and NSE, with subsidiaries across the United States, Europe and other regions.
A business of this size gets enquiries from many directions at once: social media, sales teams and people working in the field. That is why Jains needed its social channels, CRM and mobile app to share one set of customer records.
Leads were scattered across channels and tools
Jains gets enquiries from several places: social accounts, the sales team and the field team using the Jains Connect app. Without a shared system, each source keeps its own records.
- Leads stayed where they arrivedA message on social media, or a visit logged in the app, had no single record in the CRM, so nobody owned the follow-up.
- Social posting was done account by accountEach post was written, scheduled and tracked separately on every platform.
- The team could not work on the same dataNotes, attachments and lead status lived in different places, and access was not controlled by role.
Connecting the accounts to Zoho Social
We connected Jains' brand accounts in the Social Channels settings of Zoho Social, with the permissions the team needs to publish and handle messages.
Facebook Page
Permissions to manage posts and manage ads, so content and ad activity sit in one tool.
Instagram Profile
Permissions for basic info and managing messages, so direct messages can be monitored and turned into leads.
X Profile
Posting and mentions handled from the same dashboard as the other channels.
LinkedIn and Google Business
LinkedIn Profile, LinkedIn Company Page and Google Business Profile can be connected when Jains is ready.
One calendar for every channel
The team plans posts once and schedules them to the right accounts. Replies and messages are watched from the same workspace.
From a social message to a lead in Zoho CRM
When someone shows buying interest on a connected account, the team adds them to Zoho CRM as a lead. The channel is stored as the lead source.
Customer reaches out
A comment, mention or direct message arrives on Facebook, Instagram or X.
Zoho Social picks it up
The message appears in the shared Zoho Social workspace for the Jains brand.
Lead is created in Zoho CRM
Name, profile and message details are saved on a new lead with the social channel as its source.
Sales follows up
The assigned owner calls, adds notes and moves the lead through the pipeline.
The Jains Connect app works on the same CRM
Social leads are only one source. We also built the Jains Connect Bridge App, a Node.js and Express middleware that connects the Jains Connect app to Zoho CRM v8 through a REST API.
- Leads, notes and attachmentsThe app can list, create, update and search leads, add notes, and upload or download files of up to 20 MB each.
- Role-based accessUsers sign in once. Normal users get a 24-hour token, and Admin users get a short 15-minute token that unlocks delete and user management.
- One source of truthA lead that began on Instagram can be opened, updated and annotated from the app, because it is the same Zoho CRM record.
- Activity loggingRequests are logged, and the logs are kept in Zoho CRM for the last 7 days.
What changed for Jains
One system of record
Social, sales and app activity all end up in Zoho CRM.
No social lead is lost
Enquiries from connected accounts are recorded with an owner and a status.
Clear lead source
Each lead carries its channel, so Jains can see which account brings in enquiries.
Controlled access
Admin and normal users see and do only what their role allows.
Room to grow
LinkedIn and Google Business Profile can be added to the same setup, and the API can take on new endpoints.