Activating Google My Business Integration

Linking Your Google My Business Page to the CRM

Before you can start managing Google My Business (GMB) messages within your CRM, it is crucial to link your GMB account to the CRM system. Ensure that this connection is established properly to enable seamless communication. If you need guidance on integrating your GMB page, refer to the following image:

Initiating GMB Messages

Once your business is discoverable on Google, customers can reach out to you directly via the "Chat" option. This feature, accessible from mobile devices, allows your clients to start a conversation with your business instantly.

Responding to Customer Messages

Upon receiving a message through GMB, the customer will automatically get a personalized greeting, which you can customize based on your CRM settings. Creating automated workflows for GMB messages can help you manage these interactions more efficiently, tailored to your business needs.

Managing In-App Conversations

Messages sent to your GMB page will appear in the Conversations section of your CRM, marked with a GMB icon for easy identification. You can manage and respond to these messages directly within your CRM’s Conversation menu.

Composing and Sending GMB Messages

To reply to a GMB message, simply click on the message tab, which will open the message box. Here, you can type your response based on the customer's query received via your GMB page.

Attaching Files

If needed, you can attach files to your GMB messages by using the attachment option in the message box.

Minimizing the Message Box

You can minimize the message bar if you need more screen space or want to manage other tasks while keeping the conversation accessible.

Requesting Payments via GMB

For quick transactions, you can generate an invoice and send the payment link directly through the GMB chat. This feature allows you to streamline payment requests and ensure quick settlements.

Sending Your Message

Once your message is composed and any necessary attachments are added, use the send option to deliver your response to the customer.