Mapsly is a standalone software platform that is visually embedded into your Zoho CRM through a Zoho marketplace extension that:
adds a web tab with an iframe that loads the Mapsly platform;
automatically logs in your Zoho users to Mapsly using their Zoho credentials.
Follow the steps below to get started with Mapsly in Zoho CRM. Please note that you need to be a Zoho CRM administrator to complete this guide.
1. Install Mapsly extension
Note: if you are on the Zoho CRM Free Edition, you can open https://app.mapsly.com/signup and sign up with your Zoho CRM account, without the need to install the extension.
2. Open Mapsly
Open the Mapsly tab in the Modules menu - here's how you can pin it to the top:
Note. If the Mapsly tab is not showing up in the Modules menu right after installing the extension, please wait up to 5 minutes, then reload the browser tab.
During initial login, choose your Production Organization and confirm the required OAuth scopes:
IMPORTANT! Some browsers might block this pop-up - in this case, you'll see a brief red error message and an instruction to
click the blocked pop-up button in the browser address bar (in different browsers, this button might look slightly different):
select the "Always allow" option to allow Mapsly to open the login pop-up:
and then re-open the Mapsly tab (or refresh the browser tab).
3. Complete the sign-up
If you need to link an existing Mapsly account to this Zoho CRM
IMPORTANT NOTE: Do not connect your sandbox Zoho CRM instance to Mapsly - Mapsly will only work with production Zoho CRM environments.
If you don't have a Mapsly account yet:
Follow the sign-up wizard guide instructions. Return here for the final steps
After filling in the initial pages (Account information, Choose features) as in the guide, proceed to step 3 and connect your Zoho
In the following pop-up, log in again. Proceed to the final steps described in Data Source Mappings.
Implementation is included in your Mapsly subscription!
Your Mapsly subscription includes implementation services, so we're inviting you to book a web call with our engineer today to learn more about your use case and help you integrate Mapsly with your system. You may also ask us for help in chat any time, 24/7.
More information
How to access Mapsly
After you registered for a Mapsly account, there are two ways to access Mapsly:
in your Zoho CRM's Mapsly tab;
or in a separate browser tab at app.mapsly.com.
If you prefer option #2:
go to the Mapsly login page at app.mapsly.com,
click the Zoho logo:
if prompted, enter your Zoho credentials in the Zoho login pop-up - and you'll be logged into your Mapsly user account.
Adding more users to Mapsly
New Zoho users are added to your Mapsly account with restricted access automatically when they open the Mapsly tab or log in to Mapsly with their Zoho credentials at app.mapsly.com; you don't need to add them manually. Learn more about users and Single Sign-On here.
Using Mapsly on mobile devices
To use Mapsly on a mobile device, simply open the app.mapsly.com app and log in on your mobile as described above.
Sandbox environment
To connect the Zoho CRM Sandbox environment, please refer to this guide instead.
Useful articles
If you'd like to see on the map only standard objects like leads, accounts, or contacts, the wizard's instructions are self-explanatory. In more complex scenarios, when you'd like to see other objects in Mapsly as well or use coordinates instead of an object's address, please refer to these articles:
how to properly configure an object's address field (required for Deals/Opportunities and custom objects);
how to use an object's coordinates stored in the CRM instead of its address in Mapsly (how to skip geocoding for locations that cannot be described by an address or those for which you already have GPS coordinates in your CRM);