View and (mass-)edit records from any Zendesk Sell object on the map, including custom fields, with real-time sync to Sell
Split your data into map layers with custom markers using visual formula builder
Search CRM records near a location and sort/filter them by distance
Customize map markers, pick fields for their labels and pop-ups, and switch between layer groups to instantly re-colorize your records based on different criteria
Create CRM records in any Zendesk Sell object from the map with pre-filled address and coordinates
Auto-correct errors in addresses and fill in zip and counties; import their coordinates back to CRM
Plan optimized daily routes for sales and services teams, or trucks based on live/historic traffic (more)
Configure check-in, check-out or any other custom processes with buttons and custom forms (more)
Save check-in, check-out or custom events and data collected with forms to your Zendesk Sell in real time
View users’ current location and history of movements (more)
Plan regular visits with desired regularity and duration, for individual sales reps or entire teams (more)
Navigate to locations using your favorite app and open CRM records in the Zendesk Sell mobile app in one click
Draw territories or assemble them out of postal codes, counties, census tracts, etc. using the geo-library (more)
Auto-assign records to territories and sales reps based on custom criteria (more)
Calculate aggregate metrics per-territory out of your CRM data
View demographic data (US only)
Embed live maps with territories into dashboards, portals and websites (more)
Automatically create/update territories for individual CRM records
Add personalized maps with unique dataset per customer to your customer portal (more)
Add custom buttons, forms and let users execute processes/automation from embedded maps (more)
Search local businesses by keywords and add them as records of any Zendesk Sell object (more)
Adjust field mapping, use custom fields, and add fields with fixed values
Execute custom actions by a button, by schedule or entirely automatically, without writing code (more)
Create/update/delete records and territories, send email and SMS, call external APIs, and more
Search records by custom criteria that may include driving distance or time, and execute actions with them (more)
Create dynamic forms that show/hide fields and call external APIs as user fills in the form
Use user’s current location and calculate driving distance/time between any locations
Implement cross-system analysis and automation by connecting spreadsheets and other data sources to Mapsly
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 (pricing page with a price calculator).
Implementation services and staff training are included in your Mapsly subscription.
IMPORTANT! To sync Visits and faster sync 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 firstname.lastname@example.org. While you are waiting for the upgrade, you can still use Mapsly without the calendar-based routing and with delayed sync of removed records. Don’t hesitate to contact Mapsly support with any questions about enabling Firehose API.
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