Help and Support - Dataholics for Zoho CRM

Dataholics is a Zoho marketplace extension that enables users to easily, quickly and automatically update their CRM with insightful information about businesses & individuals worldwide.

Three search engines are included – Company; Contact; Address

• Company search – will find company Insights such as registered company name, sector, description, number of employees, year founded and about us description
• Contact Search – will find contacts within an organization (using the domain name to search) and display a validated email address, job title and social media link
• Address look-up using autocomplete and includes “What3Words” that can pinpoint a worldwide address with an accuracy of within 3 square meters.

Once you have clicked on the link to install you will need to check box boxes on the following screen then click Continue

Now select the users/profiles that you wish to provide access to the application to on the following screen then click Confirm.

Dataholics may be used within the following modules:

Leads
Deals
Accounts
Contacts
Vendors

For the purpose of this document, all screenshots are from the Leads module, however, the functionality will operate similarly across the other modules.

Click on the Dataholics custom button located in the top right corner of the view record page from within any record. If this is the first time you have installed a marketplace extension you will see a button labeled Dataholics. Otherwise, you will need to click the dropdown next to the button and locate Dataholics from the list.

When launching Dataholics for the first time all three of the search engines are enabled.

1. Company Enrichment
2. Contact Enrichment
3. Address Lookup *

* If you are supplying goods/services to consumers  only then you may not need company and contact enrichment – requiring address lookup only. If this is the case please refer to the Settings section of this document for instructions on how to disable these for a better user experience.

The company name and website/domain will be pulled through from those fields entered in the Leads record. If no website is present, the application will derive the website from the email address.

Hint: To obtain the best results quickly it is recommended you have either the website and/or email fields completed in the Lead record.

Upon clicking on the Search for company insights button within a couple of seconds the search engine will check for matching details and update up to 7 fields within this section subject to the publicly accessible information available within the databases.
Data that was found and is ready to update will be highlighted in yellow.

The fields to be updated include:

Industry; Specialities; Year Founded; No Of Employees; Company Type; Social Media URL and Description

See Settings – Mapping for details on how to configure your own mapping if needed.

Click Save to save these updates to your CRM record.

The Lead name and email address fields will be pulled through from the lead record. If no email is present the search engine will use the website domain.

Upon clicking on the Search for emails and social links button you will be presented with the following pop-up window.

This will list all employees details found at that domain and populate the following fields:

First Name, Last Name, Email, (email) Status; Position; Type; Social media link.
If you can see your Lead Name in this list you may double-click the selected row or single click then click on Update at the bottom of this screen.

If you see a name that would be a better prospect than you had (based on job title) then double-click that name or single click then click on Update at the bottom of this screen.

You may see other names in this list that you also wish to add to the CRM. In this case, click on New Lead. These will be added as Leads directly into your CRM.
Once have clicked on Update then you will return to the Dataholics screen and see the fields that are ready to be updated on your CRM as illustrated below.

The third search engine that can be used within Leads is Address Lookup.

Simply select your country then start typing the first line of the address or company name to be presented with a list of addresses that match your search criteria.

Select the address you need and the fields that are to be updated will again appear highlighted in yellow.
Once you see the What3words URL retrieved successfully message you are ready to save all your updates.

Once you have completed the three searches your screen should have many fields highlighted in yellow and the status bar at the top will show you the total number of fields that will be updated in your CRM.

Click Save and then Close to return to your CRM record.

When launching the application you will notice a menu towards the top right-hand corner as shown below which has four options:

Subscription
Statistics
Settings
Help