ZipCount Extension for Zoho CRM
ZipCount is an extension that allows Zoho CRM users to easily build their lead database. Use ZipCount to search through millions of Consumer and Business data records using a number of criteria that you specify. Once the leads are purchased, they will automatically be imported into your Zoho CRM as Leads.
Installing the extension and creating your ZipCount account is the first step. Once that is done, you will need to connect it to your Zoho CRM by generating a Zoho Access Token.
There are three options for generating the Access Token needed for ZipCount to communicate with your Zoho CRM. The simplest is to have ZipCount generate one for you. (This is the default setting on this step of the process)
ZipCount provides you the ability to search through millions of Business and Consumer data records using criteria that you specify. Once your criteria are selected, and the search executed, a count of available records will be displayed. From there you can decide to proceed and purchase these leads and have them automatically imported to your Zoho CRM.
Begin by specifying the geographic area to be included in your search. In this step, we are specifying the location of the consumers or businesses that you’re looking for.
The selection can be done by Zip Code, County or City. You can also base the search on a radius around a specific address.
Once the location is determined, click on the Get Count button.
Your total count will then be displayed.
You may choose to take all leads available, or further Fine Tune Your Selection by selecting from a number of demographic criteria including.
Once your selections are made, click on the Get Count button below to preview your new count.
If you‘re happy with the results, click on the Proceed with Filtered Counts button to proceed to mapping the data fields
ZipCount automatically matches the information available for your leads to the correct fields in your Zoho CRM.
If you desire, you can MODIFY the predefined field mappings by clicking on the MODIFY button. Otherwise, if all looks good, click on the CONFIRM button.
We will then display a summary of the order, price, and an area to enter your credit card for the purchase. * Leads are priced at .12 per lead
Once payment is accepted, please allow 30 minutes for the data to be imported into your Zoho CRM account.
Customer Service is available by either sending an email to firstname.lastname@example.org , or by using the Contact Us form available within the app.