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Hubspot & Zeo Integration

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4373224 Hubspot Logo Logos Icon 80x80 1, Zeo Route PlannerZeo, Zeo Route Planner

Zeo Route Planner Trial for HubSpot

Zeo Route Planner exchanges data with your HubSpot through its API and allows SSO (Single Sign-On) so that your users log into Zeo Route Planner with their HubSpot credentials. To start the trial, you must be a HubSpot Administrator. If you are not HubSpot administrator, please refer to this help article first.

To start your Zeo Route Planner trial:

  • 1

    Install Zeo Route Planner extension from the HubSpot marketplace by clicking on the Install Zeo Route Planner extension button below.

  • 2

    Allow necessary permissions in the HubSpot popup by clicking Connect app button Zeo Route Planner, Zeo Route Planner

  • 3

    Follow the Zeo Route Planner signup wizard that will open.
    Install Zeo Route Planner extension

Install Zeo Route Planner extension

You can always find a full installation guide for HubSpot in Zeo Route Planner help center. Click on chat icon at bottom right to contact Solution Engineer in case you need any help.

Zeo Blogs

Explore our blog for insightful articles, expert advice, and inspiring content that keeps you informed.

How to Streamline Banking Logistics with Zeo’s Fleet Management Solutions, Zeo Route Planner

How to Streamline Banking Logistics with Zeo’s Fleet Management Solutions

Reading Time: 4 minutesIn banking logistics, every minute counts, and the safe, efficient movement of high-value assets is critical. From ensuring timely cash

The Importance of Route Optimization in Banking Logistics, Zeo Route Planner

The Importance of Route Optimization in Banking Logistics

Reading Time: 4 minutesBanking logistics is the silent backbone of the financial industry, ensuring that cash, documents, and high-value assets move securely and

The Benefits of Intelligent Route Optimization for Fleet Management, Zeo Route Planner

The Benefits of Intelligent Route Optimization for Fleet Management

Reading Time: 4 minutesWhat if your fleet could cover more ground in less time? Sounds like a dream, right? The harsh reality is

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How to Create Route?

How do I add stop by typing and searching? Web

Follow these steps to add a stop by typing and searching:

  • Go to Playground Page. You will find a search box in top left.
  • Type in your desired stop and it will show search results as you type.
  • Select one of the search results to add the stop to list of unassigned stops.

How do I import stops in bulk from an excel file? Web

Follow these steps to add stops in bulk using an excel file:

  • Go to Playground Page.
  • In top right corner you will see import icon. Press on that icon & a modal will open.
  • If you already have an excel file, press the “Upload stops via flat file” button & a new window will open up.
  • If you don’t have an existing file, you can download a sample file and input all your data accordingly, then upload it.
  • In the new window, upload your file and match the headers & confirm mappings.
  • Review your confirmed data and add the stop.

How do I import stops from an image? Mobile

Follow these steps to add stops in bulk by uploading an image:

  • Go to Zeo Route Planner App and open On Ride page.
  • Bottom bar has 3 icons in left. Press on image icon.
  • Select the image from gallery if you already have one or take a picture if you don’t have existing.
  • Adjust the crop for the selected image & press crop.
  • Zeo will automatically detect the addresses from the image. Press on done and then save & optimize to create route.

How do I add a stop using Latitude and Longitude? Mobile

Follow these steps to add stop if you have Latitude & Longitude of the address:

  • Go to Zeo Route Planner App and open On Ride page.
  • You will see a icon. Press on that icon & press on New Route.
  • If you already have an excel file, press the “Upload stops via flat file” button & a new window will open up.
  • Below search bar, select the “by lat long” option and then enter the latitude and longitude in the search bar.
  • You will see results in the search, select one of them.
  • Select additional options according to your need & click on “Done adding stops”.

How do I add stops using QR Code? Mobile

Follow these steps to add stop using QR Code:

  • Go to Zeo Route Planner App and open On Ride page.
  • You will see a icon. Press on that icon & press on New Route.
  • Bottom bar has 3 icons in left. Press on QR code icon.
  • It will open up a QR Code scanner. You can scan normal QR code as well as FedEx QR code and it will automatically detect address.
  • Add the stop to route with any additional options.

How do I delete a stop? Mobile

Follow these steps to delete a stop:

  • Go to Zeo Route Planner App and open On Ride page.
  • You will see a icon. Press on that icon & press on New Route.
  • Add some stops using any of the methods & click on save & optimize.
  • From the list of stops that you have, long press on any stop that you want to delete.
  • It will open window asking you to select the stops that you want to remove. Click on Remove button and it will delete the stop from your route.