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.
Prepare your Freshworks for import
In order to import deal records in Deals object (module) to Mapsly - you need to set up a filter with name
All * (for example
All deals (Mapsly)) that includes all not deleted records. If you don't need deal records in Mapsly - skip this step.
Go to Deals module > Show filters
Signing up for a Mapsly account and connecting your Freshworks
To create your Mapsly account and connect it to your Freshworks CRM - go to Mapsly sign-up page.
Once you complete the sign-up page:
Go to Setup in the Mapsly main menu:
Click the + button, select Freshworks and follow instructions on the screen:
You'll be prompted to enter your CRM url, Domain and API key:
CRM url: Freshworks CRM is a new version of Freshsales CRM. For old users -
freshsales url, for new users -
freshworks urlis used. Look in the address bar in the browser or
/organizationin crm interface. Make sure that CRM url matches your url in crm interface.
Domain: each organization uses its own subdomain. The administrator can change the subdomain in the admin center! Look in the address bar in the browser or
/organizationin crm interface.
API key: get from user settings.
After you filled in Connector Settings modal window - click on Connect to Source button
Choose objects (modules) to be imported to Mapsly
Choose which objects you'd like to see on the map. For each object you can indicate:
the field(s) that will constitute the object's name; and
the address field (alternatively or in addition to the address field, you may map GPS coordinates, if you already have the in the CRM).
Currently, available objects in Mapsly: Appointment, Account, Contact and Deal. So they are pre-configured and if you're ok with the fields pre-selected as their names and addresses in Mapsly, you may click Save.
Note. СRM implements custom objects and fields, but only custom fields are available in Mapsly. Also, currently, there is no option to auto-add appointments to the route from your Freshwork's calendar (meeting).
Choose if Mapsly should import all fields for the selected objects or if you'd like to manually select the fields to be imported for each of the objects:
After the sign-up wizard is complete, it normally takes some time to import data and geocode addresses (~2 minutes per 1,000 records).
As the geocoding progresses, new points will appear on the map automatically.
Once the import and geocoding is 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.
Feel free to chat with the Mapsly support team if you need help or have any questions at any time by clicking the chat button that is always present in the button right corner:
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 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);