Social Contacts (CRM)

Keep a history of your contact conversations, save their details, and use tags to categorize valuable interactions with our Social CRM

Social Contacts (CRM)

Understanding Social Contacts (Statusbrew CRM)

When you receive a conversation on your connected social profile, Statusbrew syncs it and adds it to your Engage inbox. Additionally, Statusbrew pulls the social contact and profile details of the contact and displays them in the Contact sidebar. Each threaded conversation has its own contact sidebar on the right.

Statusbrew's CRM logs contact information in an organized directory. You can view a list of people who have interacted with your social media profiles, with contact details, tags, and more.

Note: Social CRM feature is available only for Premium and Enterprise plans. See full pricing details.

How To Access CRM In Statusbrew?

  • From the Statusbrew dashboard, click CRM under Engage. Alternatively, you can go to Engage and select Contact from the sidebar.

  • You’ll see a list of all your social contacts along with their Name, Email, and Phone.

  • Clicking on any contact will open Contact details to view and edit their details.

How To Apply Filters In CRM?

You can use filters in Statusbrew CRM to find specific contacts.

Available Filters

  • [[ic:]] Contact Name: Filter by contact names.

  • X followers: Filter by the number of X followers of the profile.

  • X Verified: Filter contacts with verified X profiles.

  • HubSpot Linked: Filter contacts whose HubSpot has been linked.

  • Salesforce Linked: Filter contacts whose Salesforce has been linked.

  • Tag: Filter by the tag assigned to each contact.

  • Custom Fields: Filter contacts by any of the applied custom fields.

Available Filters Operators

Filters Operators for X followers

  • Is (=): Show contacts where the follower count exactly matches the selected number.

  • Is not (≠): Show contacts where the follower count does not match the selected number.

  • Is greater than: Show contacts with a follower count greater than the selected number.

  • Is greater than equal to: Show contacts with a follower count greater than or equal to the selected number.

  • Is less than: Show contacts with a follower count less than the selected number.

  • Is less than equal to: Show contacts with a follower count less than or equal to the selected number.

  • Is null: Show contacts where follower count data is missing.

  • Is not null: Show contacts where follower count data is available.

Filters Operators for X Verified, HubSpot Linked & Salesforce Linked

Is (=)

  • Toggle the value to True to display only the contacts where the specified filter is present and has a value.

  • The contacts that don't have the specified filter will be displayed if not toggled on.

Filters Operators for [[ic:]] Contact Name, Tag & Custom Fields

  • In (=): Shows contacts where the specified filter includes the given value.

  • Not In (≠): Shows contacts where the specified filter does not include the given value.

  • Is null: Shows contacts where the specified filter is present and has a value.

  • Is not null: Shows contacts where the specified filter is not present and does not have a value.

If you select In (=) or Not In (≠) operator, you need to select the value(s) for Tag & Custom Fields filters that will be checked against the selected filter using the chosen operator.

The value(s) you select will be used to match contacts based on the criteria defined by the filter type and its operator. You can also choose Select all to choose all values at once. Once selected, click Done.

Note: The values added in an operator are conisdered in or combination.

For the Contact Name filter, you need to enter keyword(s) as value(s) to match contacts based on the keyword(s) and their operator. You can add multiple keywords (separated by commas or line breaks) to cover more variations.

Select Exact match if you want to filter contacts only if they exactly match the keyword you’ve entered.

How To Apply Filters?

  1. Click Add filter.

  2. Select the appropriate filter from the drop-down menu.

  3. Choose the appropriate filter operators and click Done.

  4. You can combine and add more filters by clicking Add filter to drill down to specific contacts. The filters will be combined in and logic.

  5. Hover over a filter and click (Remove) to remove it.