Description
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
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View and (mass-)edit records from any Creatio object on the map, including custom ones, with real-time sync to Creatio
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Split your data into map layers with custom markers using visual formula builder
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Search CRM records near a location and sort/filter them by distance
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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
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Create CRM records in any Creatio object from the map with pre-filled address and coordinates
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Auto-correct errors in addresses and fill in zip and counties; import their coordinates back to CRM
Routing
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Plan optimized daily routes for sales and services teams, or trucks based on live/historic traffic (more)
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Configure check-in, check-out or any other custom processes with buttons and custom forms (more)
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Save check-in, check-out or custom events and data collected with forms to your Creatio in real time
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View users’ current location and history of movements (more)
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Plan regular visits with desired regularity and duration, for individual sales reps or entire teams (more)
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Navigate to locations using your favorite app and open CRM records in the Creatio mobile app in one click
Territories
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Draw territories or assemble them out of postal codes, counties, census tracts, etc. using the geo-library (more)
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Auto-assign records to territories and sales reps based on custom criteria (more)
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Calculate aggregate metrics per-territory out of your CRM data
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View demographic data (US only)
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Embed live maps with territories into dashboards, portals and websites (more)
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Automatically create/update territories for individual CRM records
Embed live interactive maps
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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)
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Add personalized maps with unique dataset per customer to your customer portal (more)
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Add custom buttons, forms and let users execute processes/automation from embedded maps (more)
Prospecting
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Search local businesses by keywords and add them as records of any Creatio object (more)
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Adjust field mapping, use custom fields, and add fields with fixed values
No-code & low-code automation
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Execute custom actions by a button, by schedule or entirely automatically, without writing code (more)
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Create/update/delete records and territories, send email and SMS, call external APIs, and more
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Search records by custom criteria that may include driving distance or time, and execute actions with them (more)
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Create dynamic forms that show/hide fields and call external APIs as user fills in the form
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Use user’s current location and calculate driving distance/time between any locations
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Implement cross-system analysis and automation by connecting spreadsheets and other data sources to Mapsly
Notes
TRY FOR FREE for 2 weeks.
Ask us anything in chat, we're online 24/7.
Chat support, implementation services and live training of your sales/service team are included in your Mapsly subscription.
Pricing
Support
24/7 chat-based support is included in all Mapsly subscription plans.
Installation
The connector is compatible to CRM Creatio and Marketing Creatio.
To start your free 2-week trial please follow the Mapsly setup guide for Creatio.
Feedback
Leave your feedback about the solution to its developer and Marketplace team
What's new
Minor improvements
(*) Starting prices per user per month for Mapsly subscription (don't include applicable taxes). Mapsly connector for Creatio is free but requires an active Masply subscription: please review Mapsly plans at mapsly.com/pricing. Plans are subject to usage limits; add-ons are available to raise particular limits.