UK Address Lookup for Zoho CRM
Introduction
The Postcode Zoho CRM extension simplifies address entry by allowing users to input a postcode, triggering an API that lists corresponding addresses. A search field is provided for users to select the desired address, which is then auto populated into the relevant CRM fields upon submission. This extension streamlines the address selection process and improves data accuracy within the CRM.
Steps To Configure:
Before Installing: You need to purchase the API at https://getaddress.io
After Installing the Extension:
- Go to Settings.
- Under the Developer Hub section Navigate to Variables.
- Enter the Authorization Key in the Value field.
1) Access Extension:
a) Once the extension installation is complete, a button labelled “Postcode Lookup” will be visible within the Leads, Contact, Accounts and Deals Module in the following views:
- Create View
- Edit View
- Record Details View
b) Accessing the “Postcode Lookup” Feature:
- Navigate to the desired Lead, Contact, Account or Deal record.
- In the specified views (Create, Edit, or Record Details), locate and click the "Company Check" button.
2) Data Verification Process:
- Clicking the "Postcode Lookup" button will trigger a popup window.
- Select the userIn the popup window, enter the postcode and click the search button. A list of addresses will be displayed based on the postcode input. you want to delete.
- There will be an additional input field where you can enter the house number or street to refine the search.
- Click on the address you want to select, then click the "Update" button to populate the CRM fields with the selected values.
