Map Search
Learn how to search for new prospects on the map and export them to Zoho CRM
Erik
Last Update vor 3 Jahren
Within Findly, you can use the Map Search to easily find new prospects on the map and then export them back to Zoho CRM to any module.
First, you need to type for some search term (or you can leave it blank) and then type some address. You will see some results appear on the map.
If you would like to get details about one of the prospects, you can click the "Details" button:
If you would like to export this prospect to Zoho CRM, you need to click the "Export" button:
You will then need to select the module where you want to export this prospect and the fields:
After the export is completed, you will see this prospect inside your Zoho CRM module as a new record:
That's it! You've just imported a new prospect from Findly to Zoho CRM.