M A P S L Y

The Ultimate Map for your Zoho CRM

Geo-analysis, optimized routing, visual territory management & no-code geo-automation

Mapsly is a geo-intelligence platform that connects to your Zoho CRM via its API using a bi-directional real-time connector, pulls your CRM data into Mapsly and 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, like finding the closest clinic to a parent, without writing any code, and much more.

Select features

  • View your contacts, companies, deals and any other objects (including custom ones) on the map. Mapsly plots your CRM records on the map based on their locations, which can be an address or GPS coordinates.
  • Dynamic layers and filters. Slice your map points into sub-layers based on certain criteria: built a formula or have Mapsly auto-generate layers based on unique values of a field, like Company type.
  • Customize map markers. Colorize markers for your objects or per layer, assign unique marker icons, sizes and font attributes for their labels.
  • Pick data fields to be shown anywhere. 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 marker.
  • Draw your sales territories, or create them from counties and zip codes. 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 (currently, US only).
  • Auto-assign territories. Have Mapsly entirely automatically assign your CRM records to territories and save the assigned territories back to the records in Zoho CRM.
  • Find and import prospects by keywords. Find local businesses by keywords. All places from Google maps are available in Mapsly. Add them to Zoho CRM as contacts or companies in a few clicks.
  • Match records visually by distance. 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.
  • Auto-calculate distance. Use Mapsly’s Workflow rules with the Field update action to automatically calculate distance between any two locations, like a new lead’s location and your office.
  • Auto-match records. Enter your logical criteria and a ranking formula – and Mapsly will entirely automatically find best matching records, like closest clinic to a patient or closest available technician for an order, and save them back to Zoho CRM.
  • Edit Zoho CRM records on the map. Edit your CRM records one-by-one in the map pop-up or mass-update them in the Table view. Combine this feature with filtering by Distance column. You may use it to trigger your CRM automation as well.
  • Build optimized routes, for cars or trucks. Build fastest routes between 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 in Zoho CRM. Mapsly can automatically correct errors in addresses in your HubSpot records, fill in missing parts like zip codes and counties, and geocode them into coordinates – right in Zoho CRM.

Ready to get Started?

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