The Ultimate Map for Smartsheet

지리 분석, 최적화 된 라우팅, 시각적 영역 관리 및 코드없는 지리 자동화

Mapsly is a geo-intelligence platform that integrates with your Smartsheet 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 Smartsheet 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 Smartsheet, automatically pulls data into Mapsly and allows you to edit any data in your Smartsheet directly in Mapsly. Updates made in Mapsly are pushed to Smartsheet in real time.

하이라이트 기능

  • 지도에서 연락처, 회사, 거래 및 기타 개체 (사용자 지정 개체 포함)를 봅니다. Mapsly plots your CRM records on the map based on their location, which can be an address or GPS coordinates.
  • 동적 레이어 및 필터. 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.
  • 지도 마커를 사용자 지정합니다. 개체 또는 레이어별로 마커에 색상을 지정하고 레이블에 고유 한 마커 아이콘, 크기 및 글꼴 속성을 할당합니다.
  • 어디에나 표시 할 데이터 필드를 선택합니다. 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.
  • 판매 지역을 그리거나 카운티 및 우편 번호에서 만듭니다. 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.
  • 지역을 자동 할당합니다. Have Mapsly entirely automatically assign your Smartsheet records to territories and save the assigned territories back to your CRM.
  • 키워드로 잠재 고객을 찾고 가져옵니다. Find local businesses by keywords. All places from Google maps are available in Mapsly. Add them to Smartsheet as contacts or companies in a few clicks.
  • 거리별로 시각적으로 기록을 일치시킵니다. 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.
  • 거리를 자동으로 계산합니다. Use Workflow rules with the Field update action to automatically calculate distance between any two locations.
  • 자동 일치 기록. 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 Smartsheet, 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 Smartsheet records on the map. 맵 팝업에서 CRM 레코드를 하나씩 편집하거나 테이블보기에서 대량 업데이트합니다. 이 기능을 거리 열별 필터링과 결합하십시오. CRM 자동화를 트리거하는 데 사용할 수도 있습니다.
  • 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 Smartsheet 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 Smartsheet 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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