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.