This guide explains how to push updates from Close to Mapsly using Zapier, as well as how to embed Mapsly into Close dashboard.
Prepare your data using Google Sheets
In order to set up integration between Close and Mapsly you need to prepare a Google Sheet that will contain data for a one-time import. For this example we will use a simple Contacts table that will contain the following fields: id, Name, and Address:
Then, create a new Google Sheet, create the corresponding columns and import your data to your Google Sheet:
Keep in mind, that the id field has to be stored in column A. If you want to configure different field types, please use this Google Sheets configuration guide.
Then, connect your Google Sheets to Mapsly as described in this guide.
After you import your sheet you can disable the sync between Google Sheets and Mapsly since it is no longer needed:
Generate API key
Generate an API key to your newly created data source by following this guide.
Send data from Close to Mapsly
1- Log into your Zapier account, press Make a Zap:
2- Search for "Close" app and create a new Zap with trigger "New Contact". Then, click to Sign in:
3- Select Mapsly as your Action app and choose "Create/Update Record" event:
4- Connect your Mapsly account:
In the pop-up window that will open, enter the Mapsly API key you generated earlier:
5- Add every field that you would like to synchronize and pick the corresponding Close fields:
6- Test and Publish Zap:
You can send a test request inside Zapier and then Publish Zap. After that, you can go to Close and create a record and check if it was successfully saved to Mapsly.
Your zaps will be executed immediately on any newly created item in Close: