4.2
4.2 (5 ratings)

Mapsly connector for Creatio

Feature-rich yet customizable map for geo-analysis, routing, territory management, prospecting and automation

Connector
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product 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

    • 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

    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.

    Support conditions

    24/7 chat-based support is included in all Mapsly subscription plans.

    Price
    Mapsly connector for Creatio
    Free

    (*) 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. 

    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.15 and up
    DBMS
    Any supported DBMS
    Platform
    .Net Core
    .Net Framework

    The connector is compatible to CRM Creatio and Marketing Creatio.

    Guides and manuals

    To start your free 2-week trial please follow the Mapsly setup guide for Creatio.

    Leave your feedback about the solution to its developer and Marketplace team

    What's new?
    Version 1.05
    01 February 2022

    Minor improvements