{"id":326,"date":"2025-06-26T16:33:15","date_gmt":"2025-06-26T13:33:15","guid":{"rendered":"https:\/\/mapsly.com?page_id=326"},"modified":"2026-01-28T18:47:42","modified_gmt":"2026-01-28T15:47:42","slug":"map-for-zoho-crm","status":"publish","type":"page","link":"https:\/\/mapsly.com\/tr\/map-for-zoho-crm\/","title":{"rendered":"Zoho CRM i\u00e7in Harita"},"content":{"rendered":"\t\t
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The Ultimate Map for your Zoho CRM<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Geo-analysis, optimized routing, visual territory management & no-code geo-automation<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Mapsly is a geo-intelligence platform that connects to your Zoho CRM via its API using a bi-directional real-time connector, pulls your CRM data into Mapsly and 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, like finding the closest clinic to a parent, without writing any code, and much more.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Select features<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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  • View your contacts, companies, deals and any other objects (including custom ones) on the map.<\/strong> Mapsly plots your CRM records on the map based on their locations, which can be an address or GPS coordinates.<\/li>
  • Dynamic layers and filters.<\/strong> Slice your map points into sub-layers based on certain criteria: built a formula or have Mapsly auto-generate layers based on unique values of a field, like Company type.<\/li>
  • Customize map markers.<\/strong> Colorize markers for your objects or per layer, assign unique marker icons, sizes and font attributes for their labels.<\/li>
  • Pick data fields to be shown anywhere. <\/strong>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 marker.<\/li>
  • Draw your sales territories, or create them from counties and zip codes.<\/strong> 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 (currently, US only).<\/li>
  • Auto-assign territories. <\/strong>Have Mapsly entirely automatically assign your CRM records to territories and save the assigned territories back to the records in Zoho CRM.<\/li>
  • Find and import prospects by keywords. <\/strong>Find local businesses by keywords. All places from Google maps are available in Mapsly. Add them to Zoho CRM as contacts or companies in a few clicks.<\/li>
  • Match records visually by distance.<\/strong> 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.<\/li>
  • Auto-calculate distance.<\/strong> Use Mapsly’s Workflow rules with the Field update action to automatically calculate distance between any two locations, like a new lead’s location and your office.<\/li>
  • Auto-match records.<\/strong> Enter your logical criteria and a ranking formula – and Mapsly will entirely automatically find best matching records, like closest clinic to a patient or closest available technician for an order, and save them back to Zoho CRM.<\/li>
  • Edit Zoho CRM records on the map.<\/strong> Edit your CRM records one-by-one in the map pop-up or mass-update them in the Table view. Combine this feature with filtering by Distance column. You may use it to trigger your CRM automation as well.<\/li>
  • Build optimized routes, for cars or trucks.<\/strong> Build fastest routes between 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.<\/li>
  • Clean and geocode addresses in Zoho CRM. <\/strong>Mapsly can automatically correct errors in addresses in your HubSpot records, fill in missing parts like zip codes and counties, and geocode them into coordinates – right in Zoho CRM.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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