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Google Address Auto Complete for Zoho CRM

Automatically fill CRM address fields using Google-powered autocomplete. Save time, reduce manual entry, and ensure accurate, standardized addresses across Leads, Contacts, Accounts, and Deals.

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Admin Guide

This Admin Guide provides step-by-step instructions to install, configure, and manage the Google Address Auto Complete for Zoho CRM extension. It is intended for Zoho CRM administrators responsible for deployment, permissions, and ongoing maintenance.


Prerequisites

  • Zoho CRM Administrator access
  • Access to Zoho Marketplace
  • Internet connectivity (for Google services)


1. Installation

Step 1: Install from Zoho Marketplace

  1. Log in to Zoho CRM.
  2. Click the Marketplace icon (top-right).
  3. Search for "Google Address Auto Complete for Zoho CRM".
  4. Select the extension and click Install.
  5. Accept permissions and complete the installation.

Step 2: Verify Installation

  • Open any module (Leads, Contacts, Accounts, Deals).
  • Confirm the "Add Google Address" button appears at the top-right.


2. Module Availability

The extension is automatically available in:

  • Leads
  • Contacts
  • Accounts
  • Deals

No manual module configuration is required.


3. User Permissions & Access Control

Assign Access

  • Navigate to Setup → Users & Control → Profiles/Roles.
  • Ensure users have access to the supported modules.
  • Grant permission to use marketplace extensions (if restricted in your org).

Best Practice

  • Provide access only to relevant teams (Sales, Operations).


4. How the Extension Works (Admin View)

  • Adds a "Add Google Address" button in supported modules.
  • Opens a popup using Google Autocomplete.
  • Maps selected address data to CRM fields:
  • Street
  • City
  • State/Province
  • Zip/Postal Code
  • Country


5. Configuration (If Applicable)

Google API Setup (Optional)

  1. Create or access a project in Google Cloud Console.
  2. Enable Places API / Maps JavaScript API.
  3. Generate an API key.
  4. Add the API key in the extension settings (if configurable).
  5. Restrict the key by domain for security.


6. Data Handling & Security

  • The extension only uses Google services to fetch address suggestions.
  • No address data is stored outside Zoho CRM.
  • All selected addresses are saved directly in CRM records.


7. Troubleshooting (Admin Level)

Button Not Visible

  • Verify installation status in Marketplace.
  • Check user permissions.
  • Clear browser cache and refresh.

Google Suggestions Not Loading

  • Check internet/network restrictions.
  • Verify Google API key (if used).
  • Ensure APIs are enabled in Google Cloud.

Fields Not Populating

  • Confirm field mapping is correct.
  • Ensure user selects a suggestion (not manual text).


8. Maintenance & Updates

  • Regularly check for extension updates in Zoho Marketplace.
  • Test functionality after updates.
  • Review user feedback for improvements.


9. Uninstallation

  1. Go to Setup → Marketplace → Installed Extensions.
  2. Locate the extension.
  3. Click Uninstall.


10. Best Practices

  • Train users to always select from Google suggestions.
  • Standardize usage across all modules.
  • Monitor data quality improvements over time.


11. Support

For assistance, contact:

📧 [email protected]

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