How to set up Zoho CRM organization with a new module
Note: This article will be applicable if you don't have an CRM module with business details of all locations. Read on to learn how to set up Zoho CRM integration with an existing 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.
- Click the toggle switch on to enable an organization. Click Save And Proceed.
- Name the configuration for your reference.
- Select the organization.
- Select No.
- Name the module with a singular and plural name.
- Toggle on the businesses you'd like to integrate. A record will be created with the business name, which can be edited. Click Next.
- Toggle on the details you'd like to sync with CRM. Fields will be created the same as the business information, which can be edited.
- Set the time for business sync to happen. Click Next.
- Select the frequency to sync the Publish score.
- Click Publish.
Important: You must be part of the CRM organization and have administrator access to see it listed.
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 in a new module.
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