VISUALIZATION & ANALYSIS

• 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

ROUTING & LOCATION TRACKING (demo video)

• Plan optimal multi-day routes for individual users or entire teams, with up to 1000 stops, based on live/historical traffic and various job parameters (duration, open hours, required skills and capacity, and more) and vehicle parameters (working hours, truck size and capacity, skills, and more) controlled directly from your CRM (learn more, or view demo)

• Choose your job type: service, pickup, delivery or a complex pickup-delivery job

• 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)

• Take photos when checking in using Mapsly app and save them in Mapsly or as attachments in your Zendesk

• 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

TERRITORIES

• 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

EMBED LIVE INTERACTIVE MAPS

• Share maps with live data and desired Mapsly features by link and embed them into websites, portals or dashboards, or send by email (learn more, or view demos)

• 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)

PROSPECTING

• 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

NO-CODE/LOW-CODE AUTOMATION

• 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).

We offer 24/7 chat support, so don’t hesitate to ask us anything anytime. And book a live demo to discuss your use scenario and learn how to make the most out of Mapsly with Zendesk Sell.

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 support@zendesk.com. While 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.