With the Mapsly mobile app, your field team can check in to and out of their visits with location verification and log data gathered during visits, including notes, photos, and e-signatures, with real-time validation and immediate sync to your CRM, Google Sheets, or other data sources.
Mapsly can be configured to log a check-in event when your user clicks a Check In button, or when they submit a check-in form, or entirely automatically when they arrive at a location with the location tracking enabled. A check-out event, or any custom events, can be logged in a similar way.
Apart from gather data about visits, logging check-in and check-out events also enable detailed field performance analytics.
Use Mapsly’s forms to help your field sales and service team gather the right data during their visits, with real-time validation and immediate sync to your CRM. Part of Mapsly automation suite, forms are entirely customizable in minutes and can show or hide fields depending on data being entered by the user as well as the location’s and user’s properties.
Apart from saving data to Mapsly and your CRM, forms can be configured to execute other actions like sending emails or texts, calling external APIs, finding CRM records by a condition, and many more. Actions can also be executed in response to a change in a form field while the form is open enabling real-time adjustment of the form’s content and data exchange with your CRM or other external systems.
You may opt to allow your users to check in to a location only when they are within a certain distance from it, or regardless of the distance but mark the check-in event as unverified if the user is too far away from it. Either way, the actual distance between the user and the target location can be saved to the check-in event record.
Such location verification can be configured for any process in Mapsly, not just for check-ins.
Check-in and check-out processes are configured using Mapsly’s automation platform and can be customized in minutes. You can add custom events and processes that may include custom buttons, adaptive forms, or automatic geofence-triggered workflows that can differ based on the location’s and user’s properties and CRM fields.
Out-of-the-box Mapsly comes with pre-configured check-in and check-out processes that log these events to Mapsly’s Route activity enabling detailed field performance analytics — this works with any data source, including CRMs, Zapier- and API-based sources, and spreadsheets. Additionally, you can immediately log these events directly to your data source as new records in any object (including custom one) or as updates of existing records, and if necessary, add any other actions like sending email or text alerts, or calling external APIs. Some CRMs, like HubSpot, also offer unique ways of logging events.
Photos taken by Mapsly’s mobile app and uploaded documents can be saved to your CRM as attachments.
In addition to the universally available check-in and check-out logging options mentioned above, HubSpot also allows you to log these events as timeline events. Here’s the detailed comparison of all options available for HubSpot:
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