Mapsly

Interactive map for geo-analysis, routing, territories and automation

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Preview image of app
Preview image of app
Preview image of app
  • View your contacts, companies, deals and any other objects (including custom ones) on the map. Mapsly plots your CRM records on the map based on their locations, which can be an address or GPS coordinates.

  • Dynamic layers and filters. Slice your map points into sub-layers based on certain criteria: build a formula or have Mapsly auto-generate layers based on unique values of a field, like Company type.

  • Customize map markers. Colorize markers for your objects or per layer, assign unique marker icons, sizes and font attributes for their labels.

  • Pick data fields to be shown anywhere. 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.

  • Draw your sales territories, or create them from counties and zip codes. 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.

  • Auto-assign territories. Have Mapsly entirely automatically assign your CRM records to territories and save the assigned territories back to the records in Zendesk Sell.

  • Find and import prospects by keywords. Find local businesses by keywords. All places from Google maps are available in Mapsly. Add them to Zendesk Sell as contacts or companies in a few clicks.

  • Match records visually by distance. 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.

  • Edit Zendesk Sell records on the map. 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.

  • Build optimized routes, for sales reps or trucks. 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.

  • Calendar-based routing. Mapsly is already integrated with the Zendesk Sell calendar and can automatically fill in daily routes with your calendar meetings so you can build your route for the day in seconds.

  • Auto-calculate distance. 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.

  • Find best-matching records by any criteria including distance. Use Mapsly Workflow rules with Match records action to find the closest clinic(s) to a patent, closest service location(s) to a lead, and so on. Apply complex matching criteria to determine matching candidates and a custom rank to pick the best matches.

  • “Clean” and geocode addresses in Zendesk Sell. Mapsly can automatically correct errors in addresses in your Zendesk Sell records, fill in missing parts like zip codes and counties, and geocode them into coordinates - right in Zendesk Sell.

Please note that while the Zendesk Sell connector to Mapsly is free, you will need a paid subscription to use Mapsly. Try Mapsly for free for two weeks (no credit card required). Mapsly subscription starts at $25/user/month - view the full pricing information with a cost calculator at mapsly.com/pricing.

If you have any questions or would like a live demo, please contact us at any time via chat at mapsly.com/livechat or using the chat button on any screen in Mapsly.

IMPORTANT! To sync Visits and removed records Mapsly leverages Zendesk Sell's Firehose API that can be enabled for Mapsly customers by request - please contact your Sell's account executive after starting your Mapsly trial. If you do not know your account executive, please contact support@zendesk.com. While you are waiting for the upgrade, you can still use Mapsly without the calendar-based routing and with delayed sync of removed records.

App details

Works with
Sell
Sales CRM
Author
Mapsly LLC
Version
1.0
Price (USD)
Free

Apps install directly into your account.

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