Integrating RouteIQ with Zoho CRM, is the process of connecting the modules and Views of Zoho CRM with RouteIQ. After integration, you can visualize your prospects on a map and plan routes to visit them.
Click All under Marketplace.
Click Installed to view a list of all the installed extensions.
Click Configure under RouteIQ for Zoho CRM to open the configuration page for RouteIQ, where you can integrate Zoho CRM Modules & Views with RouteIQ.
Click RouteIQ in the modules bar in Zoho CRM to open the RouteIQ webtab.
Click on the gear button to open the Settings menu
ClickZoho CRM Integration
Note: Only Zoho CRM Admins can perform integrations
Click Integrate a Zoho CRM Module
Select the module you want to integrate
Select the icon you want to add for the module
Whole Module: Choosing all the records in a module
Specific Views: Choosing records based on a set criteria
Note: Only integrate the records that need to be visualized on a map, as this will reduce the number of record credits used. Click here to learn more about record credits
Module here refers to the default and custom modules available in Zoho CRM. After integrating RouteIQ with the required Modules, you can visualize the records on a map and plan routes to visit them.
As the entire module is integrated, all the views configured for the modules are also inherited.
Select the checkbox before the module name, when all the records in that module need to be converted into mappable coordinates and shown on map.
A View is a grouping of records based on a defined set of criteria. Integrating a specific view with RouteIQ, provides RouteIQ access to the records matching the criteria of the view.
Click the arrow to the right of the module to see the list of Views you have in CRM.
Select the checkboxes before the view name of the required Views.
Field Mapping is the process of letting RouteIQ know the fields in which the display name and address is stored.
The address can be in the form of :
The address whose components are stored in their own fields.
The address which is stored as a single line.
The coordinates of a location in the form of latitude and longitude
Hover over the module you want to map the address fields for. This will show the field mapping button on the right hand side of the module name.
Map the module's display name
Map the module's address fields with RouteIQ fields.
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