Using Mapsly automation suite‘s Match records action, you can implement complex and fully automated record-matching scenarios based on custom criteria that may include driving distance and time between locations. The matching criteria are easily configurable using Mapsly’s point-and-click expression builder and a set of controlling parameters.
The resulting record(s) can be saved to the base record – the CRM record for which we performed the search – or used in a more complex sequence of actions like creating/updating other records, sending email or SMS or pushing them to an external API.
The distance and time between locations are calculated based on the mode of travel (driving, cycling or walking), live and historic traffic and, optionally, a full set of truck parameters.
Below are 5 examples of a lead follow-up processes that can be implemented with the help of a Workflow triggered upon a new lead and the Match records action. But such processes can be initiated in response to a new or updated record of any other object, including custom one, or manually by a button. When initiated by a button, a process may start with a form – to gather additional data from the user that can then be used in any actions that will follow.
#1: For a patient (CRM lead):
#2: For an equipment installation lead:
#3: For a new lead looking to buy a car:
#4: For a new lead interested in regular industrial garbage disposal:
#5: For a new real estate property record (lead, contact or deal):