Mapsly is a standalone software platform that exchanges data with your Pipedrive through its API and allows Pipedrive users to automatically log into Mapsly with their Pipedrive user credentials.
To start using Mapsly, simply click the Pipedrive logo at the Mapsly login screen app.mapsly.com and follow instructions on the screen:
In the Pipedrive login pop-up you'll be prompted to sign into your Pipedrive user account. Then, when prompted, click Create new Mapsly account and follow instructions of the Mapsly sign-up wizard:
How to log into Mapsly
To log into Mapsly (on both desktop and mobile) click the Pipedrive logo at the Mapsly login page app.mapsly.com (shown above) and - if prompted - sign into your Pipedrive user account. Mapsly will recognize your Pipedrive account id and log you into your Mapsly user account.
IMPORTANT! To delete leads from Mapsly you need to archive your Leads in Pipedrive. If you delete leads from Pipedrive they will not be deleted from Mapsly - you need to archive them instead.
Linking existing Mapsly account to your Pipedrive organization
If you already have a Mapsly account that you'd like to link to your existing Pipedrive organization, simply click Link existing Mapsly account (instead of Create new Mapsly account), enter your Mapsly account login and password – this will link the two accounts via the Single Sign-On:
Please note that you need to be the administrator of both your Pipedrive and Mapsly accounts to link those accounts by the Single Sign-On.
Adding more users to Mapsly
New Pipedrive users are added to your Mapsly account with restricted access automatically when they log into Mapsly with their Pipedrive credentials at app.mapsly.com; you don't need to manually add them. Learn more about users and Single Sign-On here.
More useful articles
If you'd like to see on the map only standard objects like 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);