Mapsly is a standalone software platform that exchanges data with your Freshworks CRM through its API. Follow the steps below to set up your Mapsly account with Freshworks.
Signing up for a Mapsly account and connecting your Freshworks
1. Create a Mapsly account
Create your Mapsly account by following Mapsly sign-up wizard.
2. Connect your Freshworks account
Once you complete the sign-up page:
Go to Setup in the Mapsly main menu
In Setup click the '+' button to add a new data source, select Connector Freshworks
You'll be prompted to enter your CRM url and API key:
Learn how to find CRM URL and API key for your Freshworks account below.
Implementation is included in your Mapsly subscription!
Your Mapsly subscription comes with implementation services, so we're inviting you to book a web call with our engineer today - to learn more about your use scenario and help you integrate Mapsly with your system. You may also ask us for help in chat any time 24/7.
CRM URL and API key for your Freshworks account
To find your CRM URL and API key, please in your Freshworks account go to Admin Settings -> Apps & Integrations -> API Settings. You will be prompted to check the CAPTCHA to have your API credentials.
Copy your bundle alias and paste it as a CRM URL.
Copy your API key and paste it as an API key in Mapsly Connection settings.
Important (!): Depending on whether you are using Freshworks or Freshsales your CRM URL will be different. Please find examples below:
Freshworks:
https://mapsly-org.myfreshworks.com/crm/sales
Freshsales:
https://mapsly-org.freshsales.io
More information
After the sign-up wizard is complete, importing data and geocode addresses normally takes some time (~2 minutes per 1,000 records).
As the geocoding progresses, new points will appear on the map automatically.
Once the import and geocoding are complete, you'll see an auto-hiding notification.
How to log into Mapsly
To log into Mapsly, go to app.mapsly.com and enter your Mapsly login and password into the Mapsly login form.
How to remove deleted records from Mapsly
In Freshsales, you have two options to delete a record – Delete and Forget.
Deleting a record allows you to remove it from the system and then recover it within 90 days. Forgetting a record is irreversible, and the data cannot be recovered later.
However, to remove deleted records from Mapsly – you have to use only the Delete action. In case applying the Forget option – the record will not be deleted in Mapsly.
Useful articles
how to add a new CRM field and need to turn it on in Mapsly (you'll be able to do it in your CRM's Objects & Fields settings);
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);