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.

 

 

 


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