Mapsly connector for Creatio

The connector to the location intelligence platform Mapsly allows you to use a wide range of geo-location tools for analysis, routing, territory management, prospect discovery and no-code automation that is tightly integrated with Creatio.

Use cases:

Mapsly connector for Creatio helps companies better manage sales territories, bulk-add prospects to it and invoke CRM’s workflows and automation.

Key features:

Visualization & analysis

• View and (mass-)edit records from any Creatio object on the map, including custom ones, with real-time sync to Creatio

• Split your data into map layers with custom markers using visual formula builder

• Search CRM records near a location and sort/filter them by distance

• Customize map markers, pick fields for their labels and pop-ups, and switch between layer groups to instantly re-colorize your records based on different criteria

• Create CRM records in any Creatio object from the map with pre-filled address and coordinates

• Auto-correct errors in addresses and fill in zip and counties; import their coordinates back to CRM

Routing

• Plan optimized daily routes for sales and services teams, or trucks based on live/historic traffic (more)

• Configure check-in, check-out or any other custom processes with buttons and custom forms (more)

• Save check-in, check-out or custom events and data collected with forms to your Creatio in real time

• View users’ current location and history of movements (more)

• Plan regular visits with desired regularity and duration, for individual sales reps or entire teams (more)

• Navigate to locations using your favorite app and open CRM records in the Creatio mobile app in one click

Territories

• Draw territories or assemble them out of postal codes, counties, census tracts, etc. using the geo-library (more)

• Auto-assign records to territories and sales reps based on custom criteria (more)

• Calculate aggregate metrics per-territory out of your CRM data

• View demographic data (US only)

• Embed live maps with territories into dashboards, portals and websites (more)

• Automatically create/update territories for individual CRM records

Embed live interactive maps

• Share maps with live data and desired Mapsly features by link and embed them into websites, portals or dashboards, or send by email (learn more, or view demos)

• Add personalized maps with unique dataset per customer to your customer portal (more)

• Add custom buttons, forms and let users execute processes/automation from embedded maps (more)

Prospecting

• Search local businesses by keywords and add them as records of any Creatio object (more)

• Adjust field mapping, use custom fields, and add fields with fixed values

No-code & low-code automation

• Execute custom actions by a button, by schedule or entirely automatically, without writing code (more)

• Create/update/delete records and territories, send email and SMS, call external APIs, and more

• Search records by custom criteria that may include driving distance or time, and execute actions with them (more)

• Create dynamic forms that show/hide fields and call external APIs as user fills in the form

• Use user’s current location and calculate driving distance/time between any locations

• Implement cross-system analysis and automation by connecting spreadsheets and other data sources to Mapsly

Notes

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