Step 1: Install Lead Mapper
Follow these straightforward steps to install Lead Mapper:
First, install Lead Mapper from the Zoho Marketplace
Open Lead Mapper by clicking on the three dots in the header menu, then select "Lead Mapper"
Fill in your name, email address, and password, then click the "Sign Up" to create your account.
Step 2: Connecting Lead Mapper with Zoho CRM
Now that you have a Lead Mapper account, let's establish a connection with Zoho. Here's how:
If you're not already signed in to your Zoho account, you'll be prompted to do so.
Once you are signed in, select the specific Zoho account you want to connect to Lead Mapper, then click “Submit”.
Click the "Accept" button to finalize the connection.
Step 3: Wait for your account to be set up
Once you’ve successfully connected your account, Lead Mapper will begin setting up your data and establishing a real-time synchronization channel with your CRM. This data process usually takes between 5 and 30 minutes.
As soon as your data is loaded, you're ready to harness the power of Lead Mapper. Enjoy the experience!
Step 4 (Optional): Install the Mobile App
To access Lead Mapper on the go, install it from the App Store or Google Play Store: