M A P S L Y

The Ultimate Map for Creatio

التحليل الجغرافي والتوجيه المحسن وإدارة المنطقة المرئية والأتمتة الجغرافية بدون رمز

Mapsly is a geo-intelligence platform that integrates with your كرياتيو and shows its data on the map, allows you to analyze it, mass-update it, plan optimized routes for your sales reps, draw and auto-assign territories, implement advanced automation based on location data without writing code; and much more.

Mapsly integrates with كرياتيو via a native API-based bi-directional connector built by the Mapsly team that automatically syncs your Mapsly account’s objects and fields with those of your كرياتيو, automatically pulls data into Mapsly and allows you to edit any data in your كرياتيو directly in Mapsly. Updates made in Mapsly are pushed to كرياتيو in real time.

تسليط الضوء على الميزات

  • اعرض جهات الاتصال والشركات والصفقات وأي كائنات أخرى (بما في ذلك العناصر المخصصة) على الخريطة. Mapsly plots your CRM records on the map based on their location, which can be an address or GPS coordinates.
  • الطبقات والمرشحات الديناميكية. Slice your map points into sub-layers based on certain criteria: built a formula using a visual formula builder, or have Mapsly auto-generate layers based on unique values of a field.
  • تخصيص محددات الخريطة. قم بتلوين علامات العناصر الخاصة بك أو لكل طبقة ، وقم بتعيين رموز علامة فريدة وأحجام وسمات خط لتسمياتها.
  • اختر حقول البيانات لتظهر في أي مكان. Select which fields (including custom ones) should be shown in the marker’s label, map pop-up, in the table view (as columns) or when you hover your mouse over a map marker.
  • ارسم مناطق المبيعات الخاصة بك ، أو قم بإنشائها من المقاطعات والرموز البريدية. Add a geographic dimension to your territory management by hand-drawing your sales regions on the map or by selecting states, counties or zip code areas.
  • تخصيص المناطق تلقائيًا. Have Mapsly entirely automatically assign your كرياتيو records to territories and save the assigned territories back to your CRM.
  • البحث عن واستيراد العملاء المحتملين عن طريق الكلمات الرئيسية. Find local businesses by keywords. All places from Google maps are available in Mapsly. Add them to كرياتيو as contacts or companies in a few clicks.
  • تطابق السجلات بصريا عن طريق المسافة. Pick a base location – and Mapsly will calculate direct distance to all other records across all objects. Find best matching records with sorting by the Distance column.
  • السيارات حساب المسافة. Use قواعد سير العمل with the Field update action to automatically calculate distance between any two locations.
  • سجلات المطابقة التلقائية. Use قواعد سير العمل with the Match records action to automatically find best matching records based on custom matching criteria and a rank formula, and automatically save the matched records them back to كرياتيو, to a single or multi-select look-up field, and – optionally – execute custom actions with the matched records like calling external APIs, sending emails and more.
  • Edit كرياتيو records on the map. قم بتحرير سجلات CRM الخاصة بك واحدًا تلو الآخر في النافذة المنبثقة للخريطة أو قم بتحديثها بشكل جماعي في طريقة عرض الجدول. ادمج هذه الميزة مع التصفية حسب عمود المسافة. يمكنك استخدامه لتشغيل أتمتة CRM الخاصة بك أيضًا.
  • Build optimized routes, for cars and trucks. Build fastest routes through multiple points based on live and historic traffic with custom departure time by car/truck/bicycle/walking. Multiple truck parameters are supported to avoid roads unsuitable for your trucks.
  • Clean and geocode addresses. Mapsly can automatically correct errors in addresses in your كرياتيو records, fill in missing parts like zip codes and counties, and geocode addresses into GPS coordinates.
  • Multi-select look-up fields. Mapsly natively supports multi-select look-up fields implemented as a list of IDs of related records. Such fields can be viewed and edited in Mapsly without any coding.
  • Calendar-based routing. Mapsly is already integrated with كرياتيو calendar and can automatically fill in daily routes with your calendar meetings so you can build your route for the day in seconds.
To start your free 14-day trial, follow the setup guide (no credit card required). Or chat with us 24/7 if you have any questions or need help to get started.

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