LeadFinder Knowledge Base | Lead Search & CRM Import Extension for Zoho

LeadFinder - Knowledge Base

LeadFinder Knowledge Base

Overview

LeadFinder is an extension that helps users find leads or businesses by letting them use certain keywords, locations, and a set radius. The extension makes use of Google APIs, such as the Places API and the Maps JavaScript API. LeadFinder can also get email addresses from business websites, in addition to these APIs. Users can then download the data, view it on a map, or import it into any CRM module.

Overview of LeadFinder

Keyword:


LeadFinder Keyword Search

What to input?

Input a desired keyword that you want to search for. For example, if you want to get results for the software houses near you, you will enter the keyword “software house” or “software” to get desired results from the extension.

Location:

LeadFinder Location Search

What to input?

After the keyword, the next thing you need to do is type in a location. You can put in any place where you want to get the results.

Radius:

LeadFinder Radius Search

What to input?

You can add a radius in kilometers. Keep in mind that it can be any positive number except 0 and negative numbers 1, 2, 3, 4, and so on.

Filters:

LeadFinder Radius Search

What are the filters for?

Their purpose is to filter out the fetched data the way you want. Just turn on the desired filters for which you want to get the data related to. For example, turn on the Telephone filter if you want to process only those leads that must have a telephone number associated with them.

Actions:

1. Select All / Unselect All:
LeadFinder Filters Action

Each lead or company you wish to import or download can be chosen separately. By disabling this filter, you can use "Select All" and "Unselect All" to process all of the data.

2. Import

Use these procedures to import data into CRM after choosing leads or businesses.
  1. If you want to store reviews in Notes, turn on the switch in the first step. If you want to store reviews in a multi-line field, turn it off. The next step is to click "Next" after choosing the CRM module you wish to use to store the data.

    LeadFinder Data Import Action 1
  2. The module field mapping occurs in the second step. To accurately map the data into your CRM module, choose a particular field for each attribute.  With the exception of the Latitude, Longitude, and Zip fields, which should be decimal, every field has a single line data type. Additionally, the Reviews field ought to be multi-line. To continue, click "Next."
    LeadFinder Data Import Action 1

  3. The third step reflects the summary of the data to be imported. Click ‘Import’ to save the data in your CRM.
    LeadFinder Data Import Action 2

  4. Click ‘Finish,’ and you are done importing the data to your desired module.
    LeadFinder Data Import Action 3
It works for the leads if you want to import only the leads coming from LeadFinder. For the leads (that can be the industry) with the contact persons (owners, managers, employees, etc.). You must toggle the “Import Contact Person” button.
LeadFinder Data Import Contact Person


Map the contact person by selecting the module along with their associates.

If you are selecting the module as Leads, the associated modules of Leads will automatically load in the dropdown; just select an associate, and the lead will be added to the module that you have selected, and the contact persons will be added to the associate modules, establishing a connection between both. For establishing a connection, there must be a linking field that you can easily select from the dropdown.

LeadFinder Data Import Linking Field

Download:

Other than importing data to your CRM, you can download selected records in a .csv file for your future needs.
LeadFinder Data Download

View on Map:

LeadFinder Data View on Map

This action will let you visualize all leads on a map.

List View/Grid View:

LeadFinder Data List and Grid View

Toggle between List View or Grid View to visualize the data the way you like.

Bulk Emails:

Bulk emails provide you an opportunity to send emails to the selected data. Also providing an embedded AI-based email writing button in the LeadFinder extension so that the user is able to find leads and send them an attractive/engaging email to grasp the leads' attention and convert them to your potential clients.

LeadFinder Bulk Emails

LeadFinder Bulk Emails

Through LeadFinder, you are also able to get the contact person of the leads. For example, if you are searching for a company and their contacts have profiles on LinkedIn, the button “Get Contact Person” will be shown below that lead. Click this button to get a complete list of the contacts.

LeadFinder Social Links and Contacts

The list view of the contact opens a pop-up of the listed contact persons. It includes the contact person's name, designation, and a clickable LinkedIn profile URL of that person as shown below:

LeadFinder Listed Contact Persons

Profile and History:

At the top right of the LeadFinder, the user is able to see his profile status and history. Your searches, Owner Lookup and AI-generated Emails appear here.

LeadFinder Profile and History

Integrations:

In the profile settings you can check the integrations for both the API key and the connected LinkedIn account. Associate it once, and LeadFinder will remember your choice until you update or disconnect the account.

Trial and Paid Version:

In the trial period, the user is able to make 10 searches, 2 owner lookups, and 10 AI-generated emails. Once the limits are availed, the user needs to associate his own API key and buy the extension of LeadFinder from Zoho Marketplace. While in the paid version, a user can make unlimited searches, 100 emails, and 100 owner lookups after setting up his own Google API key.

Google API Key:

We provide a 10-day trial for the Google Maps API key with the extension. After the expiration of your trial period, you can set up your own API key. Refer to our Google Maps API Guide document if you need any help.

Support & Related articles

  1. LeadFinder Release Notes
  2. LeadFinder Google Maps API Guide
  3. LeadFinder Frequently Asked Questions
  4. 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

    • Related Articles

    • LeadFinder - Frequently Asked Questions - FAQs

      Frequently Asked Questions (FAQs) 1. What does LeadFinder do? LeadFinder is an extra tool in Zoho CRM that lets people search for leads or businesses by keyword, location, and a set distance. It gets emails from business websites and uses Google APIs ...

    • LeadFinder - Google Maps API Guide

      Google Maps API Guide With the extension, we give you a free Google API key, but it will only work for 10 days after you install the extension. So you need to set up your Google API key to use this extension. To keep you up to date, we will send you ...

    • LeadFinder - Release Notes

      LeadFinder – Release Notes Year 2024 Version 2 Published on: Jul 25, 2024 Release Overview A major update expanding the capabilities of LeadFinder with enhanced contact discovery, improved usability, and stronger integration features. What’s New / ...

    • MapView Knowledge Base

      1. Introduction 1.1 What is MapView? MapView is a Zoho CRM extension that transforms CRM data into real-time, interactive geographic insights. It enables users to visualize Leads, Accounts, Contacts, Deals, Vendors, and Custom Modules directly on a ...

    • Map View for Zoho CRM - Release Notes

      MapView for Zoho CRM – Release Notes Year 2025 Version 4.1 Published on: Dec 21, 2025 Release Overview This release focuses on improving clarity and accuracy in product documentation by refining release note descriptions. What’s New / Enhancements? ...