There are currently two ways to execute actions in your CRM directly from Mapsly:

  1. through Mapsly's ability to update data in the CRM; and

  2. through an external web page opened in a popup iframe embedded in the map popup in Masply.

A third way to trigger an action is coming in our Winter 2021 release: custom buttons that call CRM's webhooks (API endpoints), for a single record or a set of records through Table view's group actions.

This article covers the first method, which only applies to CRMs that support automation triggered when a CRM record is updated. (For example, in Zoho CRM you'll need a workflow that executes a custom function; in Salesforce - an Apex trigger.) Refer to your CRM's manual to learn if your CRM allows automation and if you need to upgrade to a higher tier to be able to use it.)

Use Mapsly's ability to edit your CRM data in real time to execute CRM workflows triggered when a CRM record is updated, and provide necessary input data through custom fields.

Examples of actions may include sending SMS or emails to leads, setting up meetings, etc.

Using this approach, you may execute custom actions for a single record by editing it in the map popup, or multiple records at once - by editing them using the Table view's group actions menu (this way you can edit selected records or all records currently in the Table view).

Example #1: to let your salesrep send an SMS to the lead they're about to visit on-the-go:

  1. Create a custom checkbox Send SMS on the lead - the new field will automatically become available in Mapsly.

  2. Create a CRM workflow (trigger) that is executed when a lead record is updated that checks if the Send SMS field is checked - and if so - sends an SMS to the lead's mobile phone and resets (unchecks) the Send SMS field.

  3. Then, to send an SMS to a lead from Mapsly, a salesrep only needs to edit the Send SMS by clicking it in the lead's map popup - upon clicking Save, Mapsly will update the record in the CRM in real time, which will execute the workflow/trigger, which in turn will send out the SMS.

Example #2: to allow a salesrep to create a meeting between with a contact from the map (in this example we'll be assuming that the salesrep owns the contact in the CRM):

  1. Create two custom fields on the Account: Meeting time (type: datetime) and Create meeting (checkbox).

  2. Create a CRM workflow (trigger) that is executed when a contact record is updated that checks if the Create meeting field is checked - and if so - creates a meeting with the contact's email and its owner's email as the participants at the day/time set in the Meeting time field, sends out invitations and sends an SMS to the lead's mobile phone and resets (unchecks) the Create meeting field.

  3. Then, to create a meeting a salesrep will enter the desired meeting day/time into the Meeting time field, check the Create meeting checkbox and click Save - Mapsly will update the contact record and the workflow will create the meeting using the day/time provided in the Meeting time field.

http://help.mapsly.com/articles/4428656

See also:

Edit your CRM data in Mapsly

Implement custom actions by embedding an iframe into the record's context in Mapsly

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