The Ultimate Map for Keap (Infusionsoft)


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


  • 在地图上查看您的联系人,公司,交易和任何其他对象(包括自定义对象)。 Mapsly plots your CRM records on the map based on their location, which can be an address or GPS coordinates.
  • 动态图层和过滤器。 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.
  • 自定义地图标记。 为对象或每个图层着色标记,为其标记分配唯一的标记图标,大小和字体属性。
  • 选择要在任何地方显示的数据字段。 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.
  • 绘制您的销售地区,或从县和邮政编码创建它们。 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.
  • 自动分配地区。 Have Mapsly entirely automatically assign your Keap (Infusionsoft) records to territories and save the assigned territories back to your CRM.
  • 通过关键字查找和导入潜在客户。 Find local businesses by keywords. All places from Google maps are available in Mapsly. Add them to Keap (Infusionsoft) as contacts or companies in a few clicks.
  • 按距离可视地匹配记录。 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.
  • 自动计算距离。 Use Workflow rules with the Field update action to automatically calculate distance between any two locations.
  • 自动匹配记录。 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 Keap (Infusionsoft), 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 Keap (Infusionsoft) records on the map. 在地图弹出窗口中一对一编辑您的CRM记录,或在“表”视图中批量更新它们。将此功能与“按距离”列进行过滤相结合。您也可以使用它来触发CRM自动化。
  • 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 Keap (Infusionsoft) 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 Keap (Infusionsoft) calendar and can automatically fill in daily routes with your calendar meetings so you can build your route for the day in seconds.
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