{"id":322,"date":"2025-06-26T16:32:52","date_gmt":"2025-06-26T13:32:52","guid":{"rendered":"https:\/\/mapsly.com?page_id=322"},"modified":"2025-12-16T14:31:35","modified_gmt":"2025-12-16T11:31:35","slug":"live-map-for-customer-portals","status":"publish","type":"page","link":"https:\/\/mapsly.com\/ja\/live-map-for-customer-portals\/","title":{"rendered":"Live Personalized Map for Customer Portals"},"content":{"rendered":"
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Offer your clients a live interactive map with records assigned specifically to them. Send it by link or add to a customer portal.\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Using Mapsly <\/span>shared maps<\/a> with URL parameters, you can create personalized interactive maps with the content individually tailored to each of your clients. You can then embed such a map into a customer portal, web or mobile application, or email it to them as a link.<\/span><\/p>\n

If you don’t yet have a customer portal, you can set it up in 10 minutes using <\/span>Zoho Creator Portal<\/a> with only a few lines of code provided in our guide, or similar customer portal solution.<\/span><\/p>\n

You can also add buttons and forms to your objects on the map to let your clients request to view a property and perform any other processes that can be implemented with <\/span>Mapsly automation suite<\/a>. All Mapsly features except routing and prospecting can be enabled on such personalized maps.<\/span><\/p>\n

Example: personalized map with properties assigned to a customer of a real-estate agency<\/h2>\n

To get a better understanding of what a personalized map is, let’s study an example of a real-estate agency that keeps information about its properties and customers in the <\/span>Properties <\/strong>and <\/span>Customers<\/strong> CRM objects (modules). When a new customer comes in and expresses their interest in properties with specific attributes (type, price range, location, etc.), the agency wants to be able to assign properties that match the attributes to the customer, and offer customers access to a portal with the map where they can see these properties and request visits to them. As account executives assign more properties to customers and remove such assignment, the customer’s map should automatically update.<\/span><\/p>\n

Please note that It is also possible to automate such assignments with <\/span>Mapsly automation suite<\/a> and its <\/span>Match records<\/em> action<\/a>. For example,<\/span><\/p>\n