Address Locator for Zoho CRM | Online Help | Zoho CRM

Address Locator for Zoho CRM

The Address Locator extension for Zoho CRM brings geolocation information to your business processes by helping you find and assign leads to your sales team by region. You can locate leads on Google Maps, manage campaigns by geographical area, and gain critical insights into your business performance.

Installing the extension

The extension can be installed either from Zoho Marketplace or from your Zoho CRM account. To install the extension from Zoho CRM:
  1. Navigate to  > Marketplace > All.
  2. Click All Extensions, then search for and click Address Locator for Zoho CRM.
  3. Click Install.
  4. Agree to the Terms of Service and click Install.
  5. On the following page, agree to the Terms of Service and click Continue to Install.

  6. Select one of the following options in Choose Users/Profiles:
    1. Install for admin only: The extension will be installed in CRM only for users with administrator profiles.
    2. Install for all users: The extension will be installed in CRM for all users.
    3. Choose profiles: The extension will be installed in CRM only for selected users. Choose this option, click Continue, then select the relevant profiles.

  7. Click Confirm.
    You will be redirected to the Extension Settings page.
  8. Enter the API Key, and click Save.

Once installed, the extension can be accessed from the Leads, Contacts, and Accounts modules of Zoho CRM.
Note: To learn how to obtain the Google API Key, click here.

Locating from Zoho CRM

You can locate a single record or multiple records simultaneously from your Zoho CRM using this extension. The records can be from the Leads, Contacts, and Accounts modules. You can locate the records based on the billing address or the shipping address.

To locate a record:
  1. Open the Leads, Contacts, or Accounts modules.
  2. Select the record/records you want to locate.
  3. Tap Locate Billing Address or Locate Shipping Address on top based on your requirements.

  4. On the map that pops up, the location of all the selected records will be shown by using their billing or shipping address from the Zoho CRM fields.

Uninstalling the extension

To uninstall the extension:
  1. Go to  > Marketplace > All.
  2. Under All Extensions, you can view all the installed extensions.
  3. Search for Address Locator for Zoho CRM and click the corresponding Uninstall link.
  4. Click Ok to confirm and uninstall the extension.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                                



                            





                          Manage your brands on social media




                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now





                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now










                                                                                          • Related Articles

                                                                                          • FAQs: Leads Management

                                                                                            What are Leads? Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other ...
                                                                                          • Sales process: Lead generation

                                                                                            Edition: Paid editions | Industry: Applicable for all industries | Features: Integrations with Zoho products and built-in features  A sales process is a framework of a repeatable set of steps that a salesperson or the sales team takes to move a ...
                                                                                          • Multiple Sales Pipeline

                                                                                            What is a sales pipeline? A sales pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stayed in each stage, and whether you have a ...
                                                                                          • Locate people near you

                                                                                            If you want to meet up with other customers in the area when you are on a business trip, you can check your Zoho CRM mobile app to instantly check which contacts are near you and how important they are to your business. Using Google Maps on your ...
                                                                                          • Map Plotter for Zoho CRM

                                                                                            Using Google Maps or Bing Map, the Map Plotter extension for Zoho CRM uses geo-location information and helps you locate your leads and contacts in Zoho CRM. You can plot the leads either by area or by last visit date or both, and allocate them to ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources