Before sending and receiving GMB messages in your CRM, Make sure you have connected the respective Google My Business page to your CRM. To learn more about how to integrate your GMB page into your CRM, Please refer to the Integration section of this knowledge base from here –
As shown in the screenshot below, your clients can search for your business on google and select the “Chat” option to chat with your business from their phone.
Depending on the messaging you have saved in your CRM, your customer gets a greetings message just like the one shown in the image below.
You can create a workflow for GMB messages as per your business objectives.
The messages you have received via the GMB page will appear in the Conversations section of your CRM. As shown in the image below, GMB messages will have a G sign on them. You can respond to these messages from the Conversation menu inside of your CRM.
This tab will open up your message box for you to type your message.
As shown in the image, you can type your message based on your customer’s query you have received through your GMB page.
Use this tab to attach files to your message.
This will collapse the message bar.
This tab will allow you to create a quick invoice and send the payment link to your client through GMB chat. We will go through those steps one by one. To learn more about sending payment request links, click here to view the help article!
Use this tab to send your message.
