Lead Finder for Zoho CRM | Location-Based Lead Generation & Business Discovery Extension

LeadFinder - FAQs

LeadFinder FAQs


GENERAL & OVERVIEW FAQS

1. What is LeadFinder?

LeadFinder is an extension for Zoho CRM that helps users search for leads or businesses based on keywords, location, and specified radius. It uses Google APIs (Places API and Maps JavaScript API) and scrapes emails from business websites.

2. How does LeadFinder work within Zoho CRM?

LeadFinder seamlessly integrates with Zoho CRM and leverages Google to scrape relevant data about companies including contact information, industry details, and more. Once activated, it automatically populates your Zoho CRM with valuable data.

3. What type of information can LeadFinder retrieve about companies?

LeadFinder fetches comprehensive information including contact details, website, industry, location, key personnel, telephone numbers, email addresses, ratings, reviews, latitude, longitude, zip codes, and social media links.

4. Is LeadFinder compliant with data privacy regulations?

Yes, LeadFinder is designed with data privacy and compliance in mind. It operates by scraping publicly available information from Google search results and does not infringe upon any privacy policies. Users should use the tool responsibly and in accordance with applicable data protection regulations.

5. Who developed LeadFinder?

LeadFinder is developed by Zenith Innovations, a Zoho Advanced Partner, Consultant, and Extension Developer.

6. When was LeadFinder first published?

LeadFinder was first published on October 7, 2021.

7. When was the latest version released?

The latest version was released on July 25, 2024.

8. How many installs does LeadFinder have?

LeadFinder has over 900+ installs on the Zoho Marketplace.

9. What category does LeadFinder fall under?

LeadFinder falls under the Marketing category.

SEARCH & INPUT FAQS  

10. How do I input keywords?

Simply input your desired keyword into the designated field. For example, if you're searching for software houses, enter keywords like "software house" or "software" to obtain relevant results.

11. What examples of keywords can I use?

You can use any business-related keywords such as "software house", "restaurant", "dentist", "gym", "real estate", "lawyer", etc.

12. What should I enter in the Location field?

Enter any location where you want to get results from. This can be a city, area, country, or specific address (e.g., "New York", "Los Angeles", "London").

13. How can I specify the search radius/area?

You can type in the radius in kilometers using the radius field. The radius must be a positive number (1, 2, 3, 4, ..., ∞). It cannot be zero or negative values.

14. What is the maximum radius I can set?

You can set any positive value as the radius - there's no upper limit mentioned in the documentation.

15. Can I search in multiple locations at once?

The documentation doesn't explicitly mention multi-location search in a single query. You would need to perform separate searches for different locations.

FILTERS & FEATURES FAQS

16. What are the filters for?

Filters help you filter out the fetched data the way you want. You can turn on desired filters to get data related to specific criteria. For example, turn on the Telephone filter if you want to process only those leads which have a telephone number associated with them.

17. What types of filters are available?

The documentation mentions filters like Telephone filter, and the ability to filter based on whether leads must have specific data fields associated with them.

18. What is Select All/Unselect All?

You can select leads individually or use 'Select All' to process all data at once for importing or downloading. Turn off this filter to 'Unselect All'.

19. Can I toggle between different views?

Yes, you can toggle between List View or Grid View to visualize the data the way you prefer.

20. Can I view leads on a map?

Yes, the "View on Map" action allows you to visualize all leads on a map, showing their geographical distribution.

21. What information is displayed in List View?

List View shows lead information in a list format with details like name, contact information, location, and other relevant data fields.

22. What information is displayed in Grid View?

Grid View displays leads in a card-based grid format for easier visual scanning of multiple leads at once.

IMPORT & EXPORT FAQS

23. How do I import data to Zoho CRM?

After selecting leads, follow these steps:

  1. Turn on the switch if you wish to store reviews in Notes (or leave it off for Multi-line field), then select your CRM Module and click 'Next'

  2. Map the Module fields for each attribute (ensure correct data types) and click 'Next'

  3. Review the Summary of data to be imported

  4. Click 'Import' to save the data

  5. Click 'Finish' to complete the process

24. What are the field mapping requirements?

Data types should be Single Line for most fields, Decimal for Latitude/Longitude/Zip fields, and Multi-Line for Reviews field.

25. Can I import to any CRM module?

Yes, you can import the searched data to any CRM Module of your choice.

26. Where can I store reviews - in Notes or Multi-line field?

You have the option to store reviews either in Notes or in a Multi-line field. Toggle the switch in the first import step to choose your preference.

27. Can I import contact persons along with leads?

Yes, toggle the "Import Contact Person" button to import both the company/lead and their contact persons (Owners, Managers, Employees, etc.).

28. How do I map contact persons during import?

Select the module for contact persons along with their associates. If you select Leads module, the associate modules will automatically load in the dropdown. Select an associate to establish a connection between the lead and contact persons using a linking field.

29. What is a linking field?

A linking field is used to establish a connection between the lead/company and their contact persons. You can select this field from the dropdown during the import mapping process.

30. Can I download selected records?

Yes, you can download selected records in a .csv file for future use.

31. What format is used for downloading data?

Data is downloaded in .csv (Comma Separated Values) format.

32. Can I download all records or only selected ones?

You can download only the records you have selected using the selection checkboxes.

33. What happens after I click Import?

After clicking Import, the data is saved to your selected CRM module. You'll then see a completion screen where you can click 'Finish' to complete the process.

CONTACT & SOCIAL FEATURES FAQS

34. Can I get contact persons from leads?

Yes, if contacts have LinkedIn profiles, a "Get Contact Person" button will appear below that lead. Clicking it provides a complete list of contacts.

35. What information is available for contact persons?

Contact person information includes their Name, Designation, and a clickable LinkedIn Profile URL.

36. Do all leads show contact persons?

No, only leads whose contact persons have LinkedIn profiles will show the "Get Contact Person" button.

37. How do I access LinkedIn profiles of contact persons?

Click on the LinkedIn Profile URL provided in the contact person list view to open their LinkedIn profile.

38. Does LeadFinder have bulk email capabilities?

Yes, LeadFinder provides bulk email functionality that allows you to send emails to selected data.

39. What is the AI-based email writing feature?

LeadFinder includes an embedded AI-based email writing button that helps you create attractive and engaging emails to grasp leads' attention and convert them into potential clients.

40. Can I send emails to all selected leads at once?

Yes, the bulk email feature allows you to send emails to multiple selected leads simultaneously.

41. How does the AI email writer help?

The AI email writer helps you generate professional, engaging, and personalized email content that can improve your response rates and lead conversion.

TRIAL & PRICING FAQS

42. What is included in the trial period?

During the trial period, users can make 10 searches, 2 owner lookups, and generate 10 AI emails. The extension also includes a 10-day trial for the Google Maps API key.

43. How long is the trial period?

The trial period is 15 days for the extension, with a 10-day trial for the Google Maps API key.

44. What happens after the trial expires?

After trial expiration, you need to set up your own Google API Key and purchase the extension from Zoho Marketplace. You'll receive an alert 3 days prior to trial expiration.

45. When will I be notified about trial expiration?

You will receive an alert 3 days prior to your trial expiration to keep you informed.

46. What's included in the paid version?

The paid version offers unlimited searches, 100 AI-generated emails, and 100 owner lookups per month after setting up your own Google API Key.

47. Is LeadFinder a free or paid extension?

LeadFinder is a paid extension after the trial period expires.

48. Do I need to buy the extension from Zoho Marketplace?

Yes, after the trial period, you need to purchase the extension from Zoho Marketplace to continue using it.

49. What are the search limits in the trial vs paid version?

Trial: 10 searches; Paid: Unlimited searches (with your own API key).

50. What are the owner lookup limits in trial vs paid version?

Trial: 2 owner lookups; Paid: 100 owner lookups per month.

51. What are the AI email limits in trial vs paid version?

Trial: 10 AI-generated emails; Paid: 100 AI-generated emails per month.

GOOGLE API SETUP FAQS

52. Do I need my own Google API Key?

Yes, while a complimentary 10-day trial key is provided, you must set up your own Google API key to continue using the extension after the trial expires.

53. Why is it mandatory to set up my own Google API key?

The complimentary Google API Key expires 10 days after extension installation, so it's mandatory to set up your own key to ensure uninterrupted service.

54. Which Google APIs need to be enabled?

You need to enable:

55. Do I need a billing account for Google APIs?

Yes, you must link a billing account to your Google Cloud project for the API key to work. The API key will only function if you have successfully linked a billing account.

56. Should the API key be restricted?

No, leave the key unrestricted, but keep it confidential.

57. How do I create a Google API Key?

Follow these steps:

  1. Log in to your Google account and open https://console.cloud.google.com/

  2. Create a new project

  3. Select the newly created project

  4. Navigate to Billing and set up your Billing Account

  5. Navigate to Google Maps Platform > APIs and enable all four required APIs

  6. Navigate to Google Maps Platform > Credentials > Create Credentials > API Key

  7. Copy your API key (leave it unrestricted)

  8. Paste it in the LeadFinder extension and click Save

58. Where do I paste my Google API key in LeadFinder?

You can paste your API key in the Extension settings. There's a dedicated field where you can enter and save your API key.

59. What happens if I don't set up a billing account?

Your API key will not work without a linked billing account. It's a mandatory requirement from Google.

60. Can I use the same API key for multiple projects?

Yes, but it's recommended to create separate API keys for different projects for better tracking and security.

61. Is there any cost associated with Google APIs?

Google provides some free usage credits, but you may incur charges based on your usage volume. Check Google Cloud pricing for current rates.

PROFILE & HISTORY FAQS

62. Can I view my search history?

Yes, at the top right of LeadFinder, you can see your profile status and history, including your searches, Owner Lookups, and AI-generated emails.

63. What information appears in the history?

Your history shows your searches, Owner Lookups, and AI-generated emails that you've performed.

64. Where is the profile section located?

The profile section is located at the top right of the LeadFinder interface.

65. What integrations are available?

In profile settings, you can check integrations for both the API Key and the connected LinkedIn Account.

66. How do I connect my LinkedIn account?

You can connect your LinkedIn account through the integrations section in profile settings.

67. Does LeadFinder remember my integration settings?

Yes, once you associate your API Key or LinkedIn account, LeadFinder remembers your choice until you update or disconnect the account.

68. Can I disconnect my LinkedIn account?

Yes, you can disconnect your LinkedIn account from the integrations settings.

69. Can I update my API key later?

Yes, you can update your API key anytime from the integrations settings.

DATA & EMAIL EXTRACTION FAQS

70. How does LeadFinder extract emails?

LeadFinder scrapes emails directly from the websites of the identified businesses using automated web scraping techniques.

71. Are all email addresses guaranteed to be found?

No, LeadFinder can only extract emails that are publicly available on the business websites. Not all businesses display email addresses on their sites.

72. What other data is automatically extracted?

LeadFinder automatically extracts business name, address, phone number, website, ratings, reviews, location coordinates (latitude/longitude), and zip codes.

73. Can I export data to use outside of Zoho CRM?

Yes, you can download the data as a .csv file which can be used in other applications or systems.

74. Does LeadFinder verify the accuracy of extracted data?

LeadFinder retrieves data from Google APIs which are generally reliable, but users should verify critical information before using it.

TECHNICAL & COMPATIBILITY FAQS

75. What Zoho CRM editions is LeadFinder compatible with?

LeadFinder is compatible with Zoho CRM Enterprise edition and above. It is not available for free or lower editions.

76. Can I use LeadFinder on mobile devices?

The documentation doesn't specify mobile compatibility, but as a Zoho CRM extension, it should work wherever Zoho CRM is accessible.

77. What is the deployment type?

LeadFinder uses Zoho platform deployment.

78. Do I need admin permissions to install LeadFinder?

Yes, only admins can install or purchase apps/extensions in Zoho CRM.

79. Can multiple users in my organization use LeadFinder?

Yes, once installed by an admin, the extension can be used by authorized users in the organization according to the subscription plan.

SUPPORT & ASSISTANCE FAQS

80. What if I have problems setting up my API key?

You can contact Zenith Innovations at info@zenithinnovations.net for assistance with API key setup or any other issues. Or click this link for LeadFinder - Google Maps API Guide

81. Where can I find help documentation?

Help documentation is available at:

82. Is there a demo video available?

Yes, you can watch a demo video on the Zenith Innovations website and YouTube.

83. How can I contact Zenith Innovations for support?

You can contact us via:

84. Where is Zenith Innovations located?

Zenith Innovations has offices in:

  • Pakistan: Plaza 135, 4th Floor, Civic Center, Bahria Town Phase IV, Rawalpindi

  • USA: Unit A-1518, 312 W, 2nd St., Casper, WY – 82601

85. Can I report issues with the extension?

Yes, you can report issues through the Zoho Marketplace page or by contacting Zenith Innovations directly.

86. Is there customer support included with the purchase?

Yes, Zenith Innovations provides support for their extension. You can reach out to them for any issues or questions.

USE CASES & BENEFITS FAQS

87. Who can benefit from using LeadFinder?

Sales teams, marketing professionals, business development managers, recruiters, and anyone involved in B2B lead generation can benefit from LeadFinder.

88. What industries can use LeadFinder?

LeadFinder can be used across all industries - real estate, healthcare, technology, retail, professional services, hospitality, and more.

89. How does LeadFinder save time?

It automates the lead discovery and data entry process, eliminating manual research and data input, allowing you to focus on engaging with prospects.

90. Can I use LeadFinder for competitor research?

Yes, you can search for businesses in your industry to identify competitors and analyze the market landscape.

91. How does precise location targeting help?

It allows you to target specific geographical areas where your ideal customers are located, making your marketing efforts more focused and effective.

92. Can I use LeadFinder for local business outreach?

Yes, it's ideal for finding local businesses within a specific radius, perfect for local B2B marketing campaigns.

BEST PRACTICES & TIPS FAQS

93. How specific should my keywords be?

Start with broad keywords and refine based on results. For example, start with "restaurant" and then narrow to "italian restaurant" if needed.
For dense urban areas, a smaller radius (1-5 km) may be sufficient. For rural areas, you might need a larger radius (10-50 km).

95. Should I use filters every time?

Use filters based on your specific needs. If you only want leads with phone numbers or emails, enable those filters to save time on data cleaning.

96. How often should I run searches?

This depends on your business needs and how frequently new businesses appear in your target area. Monthly or quarterly searches are common.

97. What should I do with downloaded CSV files?

You can use CSV files for backup, sharing with team members, importing to other systems, or offline analysis.

98. How can I maximize the value of contact person information?

Use the LinkedIn profile links to research contacts before reaching out, personalizing your approach based on their professional background.

99: What's the best way to use the AI email feature?

Use the AI to generate initial email drafts, then personalize them with specific details about the lead or your offering for better engagement.

100. Should I import all found leads or be selective?

Be selective and use filters to import only qualified leads that match your ideal customer profile to maintain CRM data quality.

LIMITATIONS & CONSIDERATIONS FAQS

101. Are there any geographical limitations?

LeadFinder works globally wherever Google Maps data is available, though data quality may vary by region.

102. Can LeadFinder find businesses not listed on Google?

No, LeadFinder relies on Google APIs, so businesses must be listed on Google Maps/Places to be discovered.

103. What if a business doesn't have a website?

LeadFinder will still find the business if it's listed on Google Maps, but email scraping won't be possible without a website.

104. Are there any usage limits with Google APIs?

Yes, Google APIs have usage quotas and costs associated with high-volume usage. Check your Google Cloud console for specifics.

105. Can I search for individuals rather than businesses?

LeadFinder is designed primarily for finding businesses. For individual contacts, use the "Get Contact Person" feature on business leads.

106. Does LeadFinder work in all countries?

Yes, it works in all countries where Google Maps services are available, though some regions may have limited business data.

Support & Related articles

  1. LeadFinder Google Maps API Guide
  2. LeadFinder Release Notes
  3. For any other queries please Submit Tickets
In case of any issues during setup or installation, please feel free to contact us at.
info@zenithinnovations.net

© Zenith Innovations


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