The Ultimate Map for Creatio

Geoanalyse, optimiertes Routing, visuelles Gebietsmanagement und Geo-Automatisierung ohne Code

Mapsly is a geo-intelligence platform that integrates with your Creatio 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 Creatio 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 Creatio, automatically pulls data into Mapsly and allows you to edit any data in your Creatio directly in Mapsly. Updates made in Mapsly are pushed to Creatio in real time.

Markieren Sie Funktionen

  • Zeigen Sie Ihre Kontakte, Unternehmen, Angebote und andere Objekte (einschließlich benutzerdefinierter) auf der Karte an. Mapsly plots your CRM records on the map based on their location, which can be an address or GPS coordinates.
  • Dynamische Ebenen und Filter. 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.
  • Passen Sie die Kartenmarkierungen an. Färben Sie Markierungen für Ihre Objekte oder pro Ebene ein und weisen Sie ihren Beschriftungen eindeutige Markierungssymbole, Größen und Schriftattribute zu.
  • Wählen Sie Datenfelder aus, die an einer beliebigen Stelle angezeigt werden sollen. 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.
  • Zeichnen Sie Ihre Verkaufsgebiete oder erstellen Sie sie aus Landkreisen und Postleitzahlen. 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.
  • Gebiete automatisch zuweisen. Have Mapsly entirely automatically assign your Creatio records to territories and save the assigned territories back to your CRM.
  • Suchen und Importieren von potenziellen Kunden anhand von Schlüsselwörtern. Find local businesses by keywords. All places from Google maps are available in Mapsly. Add them to Creatio as contacts or companies in a few clicks.
  • Ordnen Sie Datensätze visuell nach Entfernung zu. 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.
  • Entfernung automatisch berechnen. Use Workflow rules with the Field update action to automatically calculate distance between any two locations.
  • Datensätze automatisch abgleichen. Use Workflow rules 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 Creatio, 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 Creatio records on the map. Bearbeiten Sie Ihre CRM-Datensätze einzeln im Karten-Popup oder aktualisieren Sie sie in der Tabellenansicht massenweise. Kombinieren Sie diese Funktion mit der Filterung nach Abstandsspalte. Sie können es auch verwenden, um Ihre CRM-Automatisierung auszulösen.
  • 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 Creatio 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 Creatio 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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