How to Connect Your Google Business Profile Account

Find our practical guide to link and optimize your Google Business Profile account.

Step 1: Access the Integrations Section

Once logged into the Centiva CRM application, you will be directed to the dashboard. In the left menu, go to your account settings by clicking on "Settings." In the "Other Settings" submenu, click on "Integrations."

Step 2: Configure Google Business Profile

1. Connect the Google Business Profile Account: From the "Integrations" tab, search among the available options and click on "Connect Google Business Profile Account." You will need to log into your associated Google account.
   
   
2. Authorize Access: Follow the instructions to connect your GMB account to Centiva CRM and grant the necessary permissions to access your data.

Step 3: Configure Leads and Reviews

1. Lead Synchronization: Once connected, configure how leads from GBP interactions should be managed in your CRM. You can specify which types of interactions (e.g., form submissions, messages) from GBP should create leads in your CRM.
2. Review Management: Similarly, configure how GBP reviews should be managed. Centiva CRM can generally fetch GBP reviews and display them in its interface. You can also respond to reviews directly from your CRM.

Step 4: Verification and Finalization

• Verify the Connection:

1. 1. Verify the Connection: After setting up the integration, make sure to verify that the information from your Google Business Profile is correctly synchronized with Centiva CRM.
   2. Test Functionality: Ensure that the integration is working correctly by sending a test message from your GBP page to your Centiva CRM account.
   3. Regular Checks: Make sure to regularly verify that the integration remains active and continues to synchronize data as expected.