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Address Lookup for Zoho CRM

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Address Lookup for Zoho CRM

Before you start

Address Lookup uses your own Google Cloud key. Searches are billed to your Google account and the key stays in your Zoho org.

Set up (admin, one time)

  1. Install Address Lookup from Zoho Marketplace.
  2. Open the Address Lookup Settings page and go to Connect Google. Address Lookup Settings page, Connect Google tab, showing the steps to create a Google Cloud project, turn on Places API, and add billing.
  3. Create a Google Cloud project, for example "CRM address search". Google Cloud New Project screen with the project name set to CRM address search.
  4. Turn on Places API (New) for that project.
  5. Follow the remaining on-screen steps to create your key, paste it in, and click Save settings. Create an API key and Paste and test the key steps, with the key tested successfully.Settings page showing a Connected badge after the Google key is saved.
  6. Under Field mapping, check which address fields each module fills:

    Accounts, Contacts, Leads, Quotes, Sales Orders, Invoices, Vendors.

    Field mapping screen for the Accounts module, showing Billing Street, City, State and Code mapped to Google address parts.

Fill an address

  1. Open a Lead, Contact or Account record.
  2. Click Get address (in the record's button menu). Get address window open on an Account record, showing the three steps: Search, Check the pin, and Check the fields.
  3. Search: Enter at least 3 characters of a company, building, street or postcode. The search already has the company name in it, with Google suggestions below. Pick the right one, or type part of the building, street or postcode to search again. Search step showing Demo Company typed in the box, with two Google suggestions listed below.
  4. Check the pin: drag the pin to the exact entrance if needed. Only latitude, longitude and the Maps link change when you move it. Check the pin step showing the map pin placed on the matched address, with the billing fields about to be updated.
  5. Check the fields: compare each new value with what is in the record now. The footer shows how many fields will change. Check the fields step showing the full list of billing fields, including latitude, longitude and the Maps link, compared against current values.
  6. Click Save. The record updates straight away. Address saved confirmation banner shown above the completed Search, Check the pin and Check the fields steps.

Need help?

Contact Aplikasi Cares at aplikasi.us.