The Ultimate Map for Creatio

Геоанализ, оптимизированная маршрутизация, визуальное управление территорией и гео-автоматизация без кода

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.

Выделите особенности

  • Просматривайте свои контакты, компании, сделки и любые другие объекты (в том числе пользовательские) на карте. Mapsly plots your CRM records on the map based on their location, which can be an address or GPS coordinates.
  • Динамические слои и фильтры. 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.
  • Настройте маркеры карты. Раскрашивайте маркеры для ваших объектов или для каждого слоя, назначайте уникальные значки маркеров, размеры и атрибуты шрифта для их меток.
  • Выберите поля данных, которые будут отображаться где угодно. 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.
  • Нарисуйте свои территории продаж или создайте их из округов и почтовых индексов. 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.
  • Автоматическое назначение территорий. Have Mapsly entirely automatically assign your Creatio records to territories and save the assigned territories back to your CRM.
  • Находите и импортируйте перспективы по ключевым словам. 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.
  • Сопоставьте рекорды визуально по расстоянию. 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.
  • Автоматическое вычисление расстояния. Use Workflow rules with the Field update action to automatically calculate distance between any two locations.
  • Автоматическое совпадение записей. 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. Поочередно редактируйте записи CRM во всплывающем окне карты или массово обновляйте их в виде таблицы. Совместите эту функцию с фильтрацией по столбцу Расстояние. Вы также можете использовать его для запуска автоматизации 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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