Integrate RouteIQ with Zoho CRM

Integrate RouteIQ with Zoho CRM

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.

Scenarios for Integration:

  1. Setting up RouteIQ
  2. Modifying integration

While setting up RouteIQ

  1. Open Zoho CRM settings by clicking on the gear icon in the top-right corner.

  1. Click All under Marketplace. 

  1. Click Installed to view a list of all the installed extensions.

  2. Click Configure under RouteIQ for Zoho CRM to open the configuration page for RouteIQ, where you can integrate Zoho CRM Modules & Views with RouteIQ.

While modifying integration

  1. Click RouteIQ in the modules bar in Zoho CRM to open the RouteIQ webtab.

  2. Click on the gear button to open the Settings menu

  3. ClickZoho CRM Integration 


Integrating a Zoho CRM module

Note: Only Zoho CRM Admins can perform integrations

 

  1. Click Integrate a Zoho CRM Module

  1. Select the module you want to integrate

  2. Select the icon you want to add for the module

 

Types of Integration

  • 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

 

Whole Module

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.

 

  1. 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.

Specific Views

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.

 

  1. Click the arrow to the right of the module to see the list of Views you have in CRM.

  2. Select the checkboxes before the view name of the required Views.

Field Mapping

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 :

  • Structured  Address
    The address whose components are stored in their own fields.

  • Unstructured Address
    The address which is stored as a single line.

  • Address Coordinates
    The coordinates of a location in the form of latitude and longitude

Mapping Zoho CRM fields with RouteIQ

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.

  1. Map the module's display name

  2. Map the module's address fields with RouteIQ fields.

 

 

 


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

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

                                                               
                                                                

                                                              Videos

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

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                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 Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Installing RouteIQ for Zoho CRM

                                                                                                                          Prerequisites to install RouteIQ You must be a Paid Zoho CRM user to install this extension. Installing RouteIQ RouteIQ can be installed from two places: RouteIQ's website Zoho Marketplace From RouteIQ's website The extension can be installed by ...
                                                                                                                        • Integrate RouteIQ with Zoho Expense

                                                                                                                          RouteIQ's integration with Zoho Expense creates mileage expense automatically for a route owner in Zoho Expense when a route's status is completed and incomplete routes. This feature is available in the Professional plan Only Zoho Expense admin can ...
                                                                                                                        • RouteIQ Mobile Applications

                                                                                                                          Prerequisites : To access RouteIQ mobile application, you should have integrated RouteIQ with your Zoho CRM account via web application. Follow the procedure provided in the link below to integrate RouteIQ with Zoho CRM - ...
                                                                                                                        • Uninstalling the RouteIQ for Zoho CRM extension

                                                                                                                          Uninstalling RouteIQ Open the Zoho CRM settings by clicking on the gear icon in the top-right corner.  Click All under Marketplace.  Click Installed to view a list of all the installed extensions.  Click Uninstall. What happens when you uninstall ...
                                                                                                                        • Introduction to RouteIQ for Zoho CRM

                                                                                                                          Introduction RouteIQ is a comprehensive mapping solution that enhances Zoho CRM by providing Map Visualization, Optimized Route Planning, Tracking and Map Reports through the web and mobile apps. Overview Video: <br> Live Location ...
                                                                                                                          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