ContactsTutorials

How to find customers on Google Maps and send them to the funnel

Step by step to search for businesses by topic and city in XBASE Prospecting and send the leads with a mobile number straight to a funnel stage.

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Find businesses on Google Maps by topic and city, keep only the ones with a mobile number and send them to a funnel stage. From there, the automation or the agent that handles that stage reaches out.

The search uses your treg.to account, which charges each search to its balance: about US$0.003 per search of 20 businesses with a single topic. With two or more topics, or with more than 20 businesses, the search costs a lot more.

What you need

  • A treg.to account with balance, and its token.
  • A funnel in the workspace, with the stage that will receive the leads.
  • Understanding what happens to each lead: it's in Lead prospecting on Google Maps.

Step by step

Open Prospecting

In the menu, open Contacts and click Prospecting. If you are already on the contact list, click Find new leads, at the top of the screen.

Connect treg.to (first time only)

Click Connect treg.to account, paste your account token in the Token field and click Connect. XBASE checks the token before saving it.

Fill in the search

In What are you looking for?, write a single topic as you would type it into Google Maps (for example, "dentist") or pick one of the suggestions in the list. In Where? (City or region), the city (for example, "Florianópolis, SC"). In Quantity, choose 5 businesses to test or 20 businesses for the quick search.

Adjust the filters

Leave WhatsApp / mobile only on to keep only numbers you can message on WhatsApp, and Hide already in CRM so you do not repeat contacts. If you want, turn on Only with website, With Instagram or With email. Minimum rating and minimum reviews are in Advanced filters and refinement.

Search and review the list

Click Search businesses. The screen shows Searching businesses… until the list arrives, which takes from a few seconds to 1 minute. Each business shows with its phone and the Mobile or Landline badge, the rating, the website and Instagram, and the search cost shows at the top. Use the quick filters (like Mobile or With website), the Filter by name, neighborhood, phone… field and the sorting to find the ones you want. Uncheck the ones you do not want or click the X to remove them. To change the search, click Edit search.

Export, if you want

In Export, choose Excel (.xlsx) or CSV, for the selected ones or the whole list. The spreadsheet includes the WhatsApp link for each mobile number. Copy phones copies one phone per business.

Send to the funnel

In the bar that shows at the bottom, click Send to funnel. Choose the Funnel and then the Stage (only that funnel's stages show up) and click Send to funnel.

What to expect

The screen shows how many contacts were created and how many already existed, and the businesses sent get the Sent to funnel badge. In the Funnel, each lead shows in the chosen stage, ready to be contacted.

Common problems

Next steps

Still have questions?

Talk to the XBASE team on WhatsApp. We help you set it up. Email: contato@xbase.app.

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