The Ultimate Map for Creatio

Geoanálisis, enrutamiento optimizado, gestión visual del territorio y geo-automatización sin código

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.

Destacar características

  • Vea sus contactos, empresas, ofertas y cualquier otro objeto (incluidos los personalizados) en el mapa. Mapsly plots your CRM records on the map based on their location, which can be an address or GPS coordinates.
  • Capas y filtros dinámicos. 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.
  • Personaliza los marcadores del mapa. Coloree marcadores para sus objetos o por capa, asigne iconos de marcador, tamaños y atributos de fuente únicos para sus etiquetas.
  • Elija campos de datos para que se muestren en cualquier lugar. 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.
  • Dibuje sus territorios de ventas o créelos a partir de condados y códigos postales. 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.
  • Asignar territorios automáticamente. Have Mapsly entirely automatically assign your Creatio records to territories and save the assigned territories back to your CRM.
  • Busque e importe clientes potenciales por palabras clave. 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.
  • Haga coincidir los registros visualmente por distancia. 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.
  • Calcular automáticamente la distancia. Use Reglas de flujo de trabajo with the Field update action to automatically calculate distance between any two locations.
  • Registros de coincidencia automática. Use Reglas de flujo de trabajo 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. Edite sus registros de CRM uno por uno en la ventana emergente del mapa o actualícelos en masa en la vista Tabla. Combine esta función con el filtrado por la columna Distancia. También puede usarlo para activar la automatización de su CRM.
  • 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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