Google Places / Google My Business Lead Finder Integration

This module integrates Google Places data into your Perfex CRM, allowing you to discover and import business leads directly into your CRM.

1. Installation

The installation of this module is similar to other Perfex modules. Follow these steps:

1. Log in to your Perfex CRM website as an admin.
2. Navigate to Setup > Modules.
3. Upload the google_my_business.zip file that you downloaded from Envato Market with a valid purchase code.
4. Once successfully uploaded, you will see the module listed on the Modules page.
5. Click the Activate link to enable the module.

2. Activating Google API Credentials

1. Go to Google Cloud Console.
2. Create a new project or select an existing one.
3. Navigate to APIs & Services > Credentials.
4. Click + CREATE CREDENTIALS and select API Key.
5. Copy your API key and save it — you’ll use it inside the module settings.
6. Ensure you’ve enabled the Places API for your project in the Library tab.

3. Settings Configuration

In Perfex CRM, go to the module's Settings page:

• Paste your API Key.
• Select the default search distance in kilometers.

4. Using the Lead Finder

1. Go to the Google Places Search tab in the module.
2. Enter a keyword (e.g., "plumber", "marketing agency").
3. Specify the location and distance (optional if default is set).
4. Click Search Businesses.
5. Wait a moment while the lead finder fetches results from Google Places API.
6. Click Import as lead or Merge with existing.

Leads will be added to your CRM with available contact information from Google.

5. Search History

The Search History feature helps you stay organized by saving past search sessions — but only when leads are saved from a search.

• Each saved search is automatically logged with the keyword, location, and time of import.
• Go to the Search History tab to view previously saved searches.
• Click on a history entry to instantly view all leads imported from that search session.
• Leads from past searches are stored separately from general leads to keep your CRM clean and segmented.

This feature is especially useful for tracking campaigns, outreach sessions, and comparing lead quality by region or industry over time.