Documentation - Easy Pluginz

Google Address Toolkit

Welcome to the world of enhanced address management with the Google Address Toolkit, a powerful Zoho extension designed to streamline your CRM address data and provide comprehensive location information using Google Maps. This extension is a game-changer for businesses looking to optimize their address-related processes and improve data accuracy.

Objective of the Integration

The primary objective of integrating Google Address Toolkit with your Zoho CRM is to enhance address data quality and enrich it with geolocation information. By seamlessly integrating with Google Maps, the extension ensures that your CRM records have accurate latitude and longitude coordinates, enabling better location-based insights and decision-making.
Customer Benefits:

Accurate and Enriched Data: By integrating Google Address Toolkit with your Zoho CRM, you ensure that your address data is accurate and enriched with precise latitude and longitude coordinates. This level of accuracy enables better data analysis and enhances location-based insights, helping you make informed business decisions.
Time-Saving Bulk Updates: With the ‘List View – Mass Action Menu’ feature, you can perform bulk updates to address data across multiple CRM records in just a few clicks. This saves valuable time and effort, streamlining your data management processes.
Effortless Record Updates: The convenience of updating address details directly from the Details Page of any module through the ‘Update Record’ button simplifies the data management process. You can quickly edit and maintain up-to-date address information without navigating through multiple screens.
Enhanced Record Organization: Google Address Toolkit enhances your ‘List View – Utility Menu’ by allowing you to group records based on their geographical area. This feature provides a better visual representation of your data and helps you organize records more efficiently.
Workflow Automation: The extension’s support for workflows across all modules automates address-related processes, reducing manual intervention and ensuring data consistency throughout your CRM.
Seamless Historical Data Processing: Google Address Toolkit makes processing historical data a breeze. You can perform bulk updates for previously created records and receive email notifications with details of the total processed records and the time taken for the bulk update. This feature ensures that your historical data remains relevant and up-to-date.
Custom Module Integration: The ability to integrate with custom modules expands the extension’s capabilities, allowing you to manage address data in specialized modules unique to your business needs.
Visualize Data on Google Maps: With the ‘Related Addresses’ section in the Related List of any module, you can visualize addresses on Google Maps directly within your CRM. This feature offers a clear understanding of address locations, aiding in route planning and proximity-based analysis.
Enhanced Customer Service: Access to accurate geolocation information through Google Address Toolkit enables your customer service teams to provide better assistance to clients. Whether it’s for field service scheduling or delivery logistics, accurate address data ensures smooth operations and improved customer satisfaction.
Secure and Privacy-Compliant: Google Address Toolkit follows robust security measures to safeguard your CRM data and ensures that your Google Maps API Key is securely stored. Your data is treated with the utmost confidentiality and is never shared with third parties.

Google Maps Integration: Google Address Toolkit harnesses the power of Google Maps, providing precise geolocation data for each address in your CRM records.
Enhanced Record Lists: The extension enriches the 'List View - Utility Menu' with area-based record grouping, allowing you to quickly view and organize records based on location.
Bulk Updates Made Easy: With the 'List View - Mass Action Menu' feature, you can effortlessly perform bulk updates to address data, saving time and effort in managing large sets of records.
Streamlined Record Updates: Enjoy the convenience of updating address details directly from the Details Page of any module, thanks to the 'Update Record' button integrated by Google Address Toolkit.
Workflow Compatibility: The extension supports workflows for all modules, automating address-related processes and ensuring data consistency.
Historical Data Processing: Google Address Toolkit supports bulk updates for previously created records, and upon completion, it can send email notifications to clients with details of the total processed records and the time consumed during the bulk update.

How to Install

Follow these simple steps to install the Google Address Toolkit in your Zoho CRM:

Log in to your Zoho CRM account with administrator credentials.
Navigate to Zoho Marketplace, Search for Google Address Toolkit for ZOHO CRM, or Go to the Link.
Choose your subscription package and follow the procedure.
Once installed. it will redirect to the Setting Page of Extension.
Click on ‘Authenticate Zoho’ button and authenticate for Zoho.
Provide you ‘Google map api key’ in and click ‘Verify Google API’ button. How you can get your google map api key is described below.

Note: You can navigate to setting page after logged in your Zoho CRM account.

Goto: Setting > All (under Marketplace) > Installed > Google Address Toolkit for ZOHO CRM > Setting (In top right section).

You can set up authorization for Zoho and Google map API key in authentication section.

Get Google Map API Key:

Please follow the steps to Create Google API Key

Go to Google Cloud Console.
Click ‘Create Credentials’ then click ‘API Key’
Once API Key is generated, click on that API Key and go to API Restriction
You can choose ‘Don’t restrict key’ or ‘Restrict key’. If you select ‘Restrict key’ please add the following:

- Geocoding API
- maps JavaScript API
- Places API

Please make sure that you enabled Billing and add Cards in your Google Cloud Platform.

How to Use our Extension

Default Features

Google Maps Integration: Google Address Toolkit harnesses the power of Google Maps, providing precise geolocation data for each address in your CRM records.

Enhanced Record Lists: The extension enriches the ‘List View – Utility Menu’ with area-based record grouping, allowing you to quickly view and organize records based on location.

Bulk Updates Made Easy: With the ‘List View – Mass Action Menu’ feature, you can effortlessly perform bulk updates to address data, saving time and effort in managing large sets of records.

Streamlined Record Updates: Enjoy the convenience of updating address details directly from the Details Page of any module, thanks to the ‘Update Record’ button integrated by Google Address Toolkit.

Workflow Compatibility: The extension supports workflows for all modules, automating address-related processes and ensuring data consistency.

Historical Data Processing: Google Address Toolkit supports bulk updates for previously created records, and upon completion, it can send email notifications to clients with details of the total processed records and the time consumed during the bulk update.

How to Populate Address Using Buttons

System module(Accounts, Contacts and Leads) are automatically integrated upon installation. For other module you can see ‘How to setup for Custom Module’ Section and follow these steps to populate address using button.

Open a record with address fields(Street, City, Region, Postal Code, Country).
Click ‘Address Toolkit’ button and the extension displays the complete address along with latitude and longitude coordinates, providing you with accurate geolocation data..
Click ‘Save’ button to update the record fields

How to Mass Update Records

Goto Module (Accounts, Contacts and Leads or integrated Module for address toolkit)
Click on Checkbox
Click ‘Bulk Process Address’
Click on Checkbox and press ‘Process’ button
Upon update status will be showed.

How to visualize in map view

Goto Module (Accounts, Contacts and Leads or integrated Module for address toolkit)
Click ‘Map View’ button
Select block and filter contact to see desired records in map view

How to Bulk Process Records of a Module

To process historical data using Google Address Toolkit:

Navigate to setting page after logged in your Zoho CRM account.
Goto: Setting > All (under Marketplace) > Installed > Google Address Toolkit for ZOHO CRM > Setting (In top right section).
In this new page goto ‘Historical Data Process’ Tab and click ‘+Bulk Process’ button
Select Module ,Custom View and Click ‘Save’ Button
Your data will be processed soon and you will get a notification upon data is processed.

Note: If Address data is not valid in records, that data will not be updated.

How to visualize current location in Related List

To leverage Google Address Toolkit in the Related List of any module:

Navigate to the desired module and open a record.
Click ‘Add Related List’ in left drawer.
Select Widget
Install ‘Address Toolkit by EasyPluginz’ and give a related list name, for example ‘Address Toolkit Map’.
Click Save and you are good to go with related list

How to setup for custom module

Google Address Toolkit seamlessly integrates with custom modules as well. To create settings for a custom module:

Create Fields in Module

- Navigate to setting page after logged in your Zoho CRM account.
- Goto ‘Modules and Fields’ under Customization section
- Select Module
- Check the following fields for each Address Block, add fields if required
  1. Street
  2. City
  3. Region/State
  4. Zip
  5. Country
  6. Latitude (For Map Feature)
  7. Longitude (For Map Feature)

For multiple address blocks you can do the same.

Click save and close button.

Integrate Module with Address Toolkit

Navigate to setting page after logged in your Zoho CRM account.
Goto: Setting > All (under Marketplace) > Installed > Google Address Toolkit for ZOHO CRM > Setting (In top right section).
In this new page goto ‘Setting’ Tab and click ‘+Module Setting’ button
Select Module, Country(can be multiple) and put a demo address in sample address to see everything looks okay or not and click ‘Next’ button
Map field between ‘Zoho Field’ column and ‘Google Response’ column. See preview to prevent error.
Click ‘Save’ button and now you use Google Address Toolkit in custom module also using i) Button or ii) Workflow. Below details are given

Using Buttons

Navigate to setting page after logged in your Zoho CRM account.
Goto ‘Modules and Fields’ under Customization section
Select Module
Goto ‘Links and Buttons’ Tab
Click ‘New Button’ and put button name
Based upon ‘Where would you like to place the button?’ field you can create 3 types of buttons for your custom module. These are
- ‘View Page’ for updating record in Details View page
- ‘List View – Utility Menu’ to see location based record visualizing Google Map
- ‘List View – Mass Update Action Menu’ to update records in bulk
Select ‘Open an Widget’ for ‘What action would you like the button to perform?’ field.
Under pop up click install for ‘AddressToolkit by EasyPluginz’
Click ‘Save’ button and you are good to go.

Using Workflow

Navigate to setting page after logged in your Zoho CRM account.
Goto ‘Workflow Rules’ under Automation section
Click ‘Create Rule’ and select Module and Rule Name. Click Next button
Construct Trigger point and Condition and click ‘Done’ button
Click ‘Instant Actions’
Click ‘Custom Actions’
Select ‘Create Address Toolkit Settings(easyaddresstoolkit)’
Map and Check you ‘Zoho CRM’ Field with ‘Google Response’ field and save
Save the workflow and enjoy Google Address Toolkit on workflow trigger

How to utilize workflow to format address

The module for which you want to create workflow should have address fields in the module. If not then you can create fields for Street, City, Region/State, Zip, Country, Latitude and Longitude (for 1 address block). You can do it for multiple block also.

Navigate to setting page after logged in your Zoho CRM account.
Goto ‘Workflow Rules’ under Automation section
Click ‘Create Rule’ and select Module and Rule Name. Click Next button
Construct Trigger point and Condition and click ‘Done’ button
Click ‘Instant Actions’
Click ‘Custom Actions’
Select ‘Create Address Toolkit Settings(easyaddresstoolkit)’
Map and Check you ‘Zoho CRM’ Field with ‘Google Response’ field and save
Save the workflow and enjoy Google Address Toolkit on workflow trigger

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