使用 Mapsly 自动化套件的 比赛记录 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 control 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 historical traffic, and, optionally, a full set of truck parameters.
Below are 5 examples of lead follow-up processes that can be implemented with the help of a Workflow triggered upon a new lead and the 比赛记录 action. But such processes can be initiated in response to a new or updated record of any other object, including a 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:对于患者(CRM 负责人):
#2:对于设备安装线:
#3:对于想要购买汽车的新潜在客户:
#4:对于对常规工业垃圾处理感兴趣的新潜在客户:
#5: For a new real estate property record (lead, contact, or deal):
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