Integrating Google My Business with Your CRM

After linking your Google Accounts, you can tap into the full potential of Google My Business (GMB) directly within your CRM. This integration enables seamless management of GMB messages, allowing you to track and handle customer interactions in one place. Through call tracking, you can generate a dedicated tracking number tied to your GMB location, distinguishing customer calls from more organized conversations within the CRM—optimizing your communication process.

When linking your Google Account for the first time, a window will pop up prompting you to select the GMB page you want to connect.

If you didn’t select a page in the initial window, or if your page isn’t under the primary Google Account, click Connect to choose it manually. You can also use this method if you have multiple pages to manage.

Once you’ve chosen the GMB account, click Connect to finalize the attachment to your CRM.

If you encounter issues or want to disconnect the account later, simply click the Disconnect button.

To change the connected page or add additional ones, click Manage Pages. This will bring up a list of all pages linked to the same Google Account.

You can select multiple pages or add new ones by checking the box next to the desired account. If you’re using the Manage Pages view, the Connect button will change to Update.