A step-by-step guide to Integrate Zeo Route Planner
with HubSpot seamlessly

Step 1 Access the HubSpot Marketplace

• Login or sign up on HubSpot.
• Navigate to the Marketplace option on the top taskbar and select Apps. This will redirect you to the HubSpot App Marketplace .

Step 2 Search and Install the App

• Search for Zeo Route Planner in the marketplace.

Alternatively, use https://ecosystem.hubspot.com/marketplace/apps/zeorouteplanner to directly access the Zeo Route Planner app on the marketplace.

• Open the app details and click on the Install button.

Step 3 Zeo Login Page

• After clicking install, you will be redirected to the Zeo Login page.

Step 1 Sign Up/Log In

• For first-time users, click on the “Sign Up” button on the login page and enter your email ID.
• Complete the sign-up/sign-in process to access the Zeo Playground page , where you can view details about routes, drivers, and more.

Step 2 Access CRM Integration Settings

• Click on your profile icon (bottom-left corner) and go to Settings .

• Select the “CRM Integration” tab.
• This page allows you to connect Zeo to major platforms, including HubSpot.

Step 3 Connect to HubSpot CRM

• Click the Connect button for HubSpot CRM .
• You will be redirected to HubSpot , where you’ll be prompted to select your HubSpot account .

Step 4 Grant Permissions

• On the Access Permission page , Zeo will request access to your HubSpot data.

• Click Connect App to finalize the integration.

Step 5 Integration Complete

• Your Zeo account is now successfully connected to HubSpot.
• You’re ready to create your first route using the Zeo-HubSpot integration.

Accessing the CRM

• Login to HubSpot.
• Navigate to the CRM tab from the left taskbar.
• You’ll see multiple CRM objects such as Contacts and Companies.

Adding Contacts

Option 1: Import Contacts

• Click on Import (top-right corner of the Contacts page).
• You can:
  • Import a file of contacts (refer to the sample import file available on the same page for format guidance).
  • Import contacts from HubSpot apps you’re using.
  • Import data from other CRM platforms (sign-up required).
• Ensure that the address field is included for all imported contacts.

Option 2: Manually Add Contacts

• Click on Create Contact (top-right corner).
• Fill in the required details:
  • Email ID, First Name, Last Name, Phone Number, and Job Title.
• Click Save to add the contact.

4. To add an address:

• Open the contact and click Actions > View All Properties.
• Search for the Street Address property, add the address, and click Save.

Next Steps for Contacts

• Go to Zeo’s Dashboard .
• Ensure the date is set to the present date in Zeo’s calendar.
• View all contact addresses in the Stops tab.
• Select necessary contacts and create a route.
  • Note: To create a route, you must add drivers and stores. Refer to Zeo’s FAQ page for detailed guidance.

Adding Companies

Option 1: Import Companies

• Click on Import (top-right corner of the Companies page).
• You can:
  • Import a file of companies (refer to the sample import file available on the same page for format guidance).
  • Import companies from the HubSpot apps you’re using.
  • Import data from other CRM platforms (sign-up required).
• Ensure that the address field is included for all imported companies.

Option 2: Manually Add Companies

• Click on Create Company (top-right corner).
• Fill in the required details:
  • Company Name, Domain, Industry, Type, and Description.
• Click Save to add the company.

4. To add an address:

• Open the company and click Actions > View All Properties.
• Search for the Street Address property, add the address, and click Save.

Next Steps for Companies

• Go to Zeo’s Dashboard.
• Ensure the date is set to the present date in Zeo’s calendar.
• View all company addresses in the Stops tab.
• Select necessary companies and create a route.
  • Note: To create a route, you must add drivers and stores. Refer to Zeo’s FAQ page for detailed guidance.

Lifecycle Stage Updates After Route Completion

• Once a route is completed, the Lifecycle Stage of CRM objects (Contacts/Companies) with successfully completed addresses will be updated.
• Initially, the lifecycle stage for a Contact or Company may be set to Lead, Opportunity, etc. After the address is marked as completed, the lifecycle stage will be updated to Customer.

How to Verify the Update

• Navigate to the Contact/Company details in HubSpot.
• Click on the Actions drop-down menu and select “View All Properties”.
• You’ll be directed to the Properties page.
• Search for “Lifecycle Stage” to view the updated value, which should now display as Customer.