The Ultimate Map for Creatio

Analisi geografica, instradamento ottimizzato, gestione visiva del territorio e geo-automazione senza codice

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.

Evidenzia le caratteristiche

  • Visualizza i tuoi contatti, aziende, offerte e qualsiasi altro oggetto (compresi quelli personalizzati) sulla mappa. Mapsly plots your CRM records on the map based on their location, which can be an address or GPS coordinates.
  • Livelli e filtri dinamici. 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.
  • Personalizza gli indicatori della mappa. Colora i marker per i tuoi oggetti o per livello, assegna icone, dimensioni e attributi dei caratteri univoci per le loro etichette.
  • Scegli i campi dati da mostrare ovunque. 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.
  • Disegna i tuoi territori di vendita o creali da contee e codici postali. 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.
  • Assegna automaticamente i territori. Have Mapsly entirely automatically assign your Creatio records to territories and save the assigned territories back to your CRM.
  • Trova e importa potenziali clienti tramite parole chiave. 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.
  • Abbina i record visivamente in base alla distanza. 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.
  • Calcola automaticamente la distanza. Use Workflow rules with the Field update action to automatically calculate distance between any two locations.
  • Record di corrispondenza automatica. 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. Modifica i tuoi record CRM uno per uno nel popup della mappa o aggiornali in massa nella vista Tabella. Combina questa funzione con il filtro per colonna Distanza. Puoi usarlo anche per attivare la tua automazione 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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