Connecting your GMB Account to the CRM

In order to send Review Requests out, we first need to have your Google My Business (GMB) account connected to the CRM. 

It's a simple process. 

1. Log into your Practice Portal & CRM.

2. Go to Settings (bottom left of the navigation)

3. Click on Integrations and Connect to Google

4. Sign into your Google Account with the same email and password you use to login to your Google My Business account.


Once you're connected, you're ready to start sending out Review Requests. We'll be sending you an instruction video on how to do this when we complete onboarding your account & launch your Reputation Management service. 

If you do not have a Google My Business account set up, we do require that you set one up and then let us know once you are done. We have also prepared a simple Help Centre article here: How to Set Up Google My Business.