How to set up Zoho CRM integration with an existing module
Note: This guide applies only if you already have a CRM module with the business details of all your locations. If not, learn how to set up Zoho CRM integration with a new module.
With this integration, you can analyze your Google Business Profiles directly inside Zoho CRM in two powerful ways:
- Sync business info and stay up to date with any changes
- Track review insights to understand each location’s reputation
You’ll also get a Publish Score for each business, a 0 to 100 score based on review count, response rate, response time, and average rating. This helps you compare performance across locations with ease.
- Click Integrations in the left menu.
- Click Enable on the Zoho CRM tile.
- Turn on the toggle next to the organization you want to integrate, then click Save and Proceed.
Important: You must be part of the CRM organization and have administrator access to see it listed. - Name the configuration for your reference.
- Select the organization from the dropdown.
- Select Yes.
- Select the module that has your business details.
- Choose your preferred layout style. Click Next.
- Toggle on the businesses you'd like to integrate and map them to an existing CRM record using the dropdown. Click Next.Note: If a matching record doesn’t exist, you must create it manually in CRM, then return to map it here.
- Toggle on the business details you'd like to sync with CRM. Choose an existing field in the drop-down or the + button to create a custom field name.
- Set the time for the sync to happen. Click Next.
- Select the frequency to sync the Publish Score.
- Click Publish.
Note:
- Score information fields can be edited by clicking Show all.
- Publish Score Name field is based on reference name in the business information section.
- Toggle this off if you don't want the Publish Score to be updated in CRM within a new module.
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