How to search Google for leads and add them to a route in CRM?

TB CRM · routes · Last updated August 17, 2026 · Version 1

This process works in apps: TB CRM

This article will teach you how to search Google Places from Routes, save businesses as leads, and add them to a visit route.

TB CRM Routes can search Google for businesses near your map area (for example “tire shop”). Results appear as light-blue pins so you can tell them apart from customers (red) and existing leads (purple). You can save finds as leads one-by-one, or select a cluster with Radius or Lasso and bulk-add as leads and/or route stops. Each Google nearby search uses 1 Map Run from your CRM plan allowance.

Steps

• Open Routes from the CRM sidebar (Customers tab or an open route planner).
• Pan the map to the area you want to prospect, or allow location access so search can bias nearby.
• In Customers & Leads, type a keyword such as “tire shop” in Find on Google, then click Google (or press Enter).
• Review the light-blue pins on the map and the Google filter in the list.
• To save one business: open the pin or list row and choose Add as Lead (or Lead on the planner list).
• To save many at once: click Radius or Lasso, draw on the map, review the selection, then click Add as Leads.
• To visit them today: choose Add to Route (or Route) — Google finds become leads and stop duplicates are blocked.
• Optional: hit Optimize on the route to reorder stops for drive time, then Save or Start Route Mode.

Conclusion & best practices

Search only where you plan to work that day so Map Runs stay productive. Prefer Add as Leads when building pipeline without leaving the office; use Add to Route when you are about to drive. Re-searching the same area will skip businesses already saved with a Google place id. If Map Runs are exhausted, purchase a pack or wait for the next monthly allowance before searching again.