Create territories by drawing their shapes on the map or by selecting areas from the geo-library, like counties or postal codes. Then, select objects to be assigned to these territories – and Mapsly will be assigning to your territories every new record from those objects located inside a territory. Once set up, this assignment process is entirely automatic.
Optionally, you may also pick a field in each object in your data source, to which Mapsly will be saving the assigned territories. If you’re using a CRM that syncs data to Mapsly in real time, like HubSpot, or using Mapsly API to push data to Mapsly, you may expect to see the assigned territories in your newly created CRM record within 10-15 seconds.