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How to use MyRouteOnline Add-on with Zoho

Zoho CRM is an online CRM software solution designed to manage sales, marketing, and support.
If you are using Zoho, and you’d like to better streamline your route planning process, read this user-guide.

MyRouteOnline Add on for Zoho

MyRouteOnline Add on for Zoho

Until now, you would export your leads or contacts into a CSV file, save it to your computer and upload it to our site.
Now, you have an Add-on for Zoho where you can export leads or contacts you need to visit, into MyRouteOnline.
The selected addresses go straight out of Zoho and into MyRouteOnline Route Planner so you can plan your route.

To do so, follow these steps:

  1. Login to your Zoho account
  2. In Zoho, install MyRouteOnline Add-on (https://marketplace.zoho.com/crm/myrouteonline-route-planner-for-zoho-crm)
    Zoho CRM Install MyRouteOnline Route Planner

    Zoho CRM Install MyRouteOnline Route Planner

  3. In Leads and Contacts tab, select the ones you wish to visit
  4. Click “Export to MyRouteOnline”
  5. Export contacts to Zoho

    Export contacts to Zoho

MyRouteOnline Route Planner will open with the selected Addresses and you’ll be able to plan your routes.

+ Find out how to navigate your route using MyRoute app