The Ultimate Map for Creatio

Géo-analyse, routage optimisé, gestion visuelle du territoire et géo-automatisation sans 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.

Mettre en évidence les fonctionnalités

  • Affichez vos contacts, entreprises, offres et tout autre objet (y compris les objets personnalisés) sur la carte. Mapsly plots your CRM records on the map based on their location, which can be an address or GPS coordinates.
  • Calques et filtres dynamiques. 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.
  • Personnalisez les marqueurs de carte. Colorisez les marqueurs pour vos objets ou par calque, attribuez des icônes de marqueur, des tailles et des attributs de police uniques à leurs étiquettes.
  • Choisissez les champs de données à afficher n'importe où. 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.
  • Dessinez vos territoires de vente ou créez-les à partir de comtés et de codes postaux. 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.
  • Attribuer automatiquement des territoires. Have Mapsly entirely automatically assign your Creatio records to territories and save the assigned territories back to your CRM.
  • Trouvez et importez des prospects par mots-clés. 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.
  • Faites correspondre les enregistrements visuellement en fonction de la 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.
  • Calculer automatiquement la distance. Use Workflow rules with the Field update action to automatically calculate distance between any two locations.
  • Enregistrements de correspondance automatique. 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. Modifiez vos enregistrements CRM un par un dans la fenêtre contextuelle de la carte ou mettez-les à jour en masse dans la vue Tableau. Combinez cette fonctionnalité avec le filtrage par colonne Distance. Vous pouvez également l'utiliser pour déclencher votre automatisation 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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