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[Agile CRM] Mapsly setup guide

Learn how to sync updates between Agile CRM and Mapsly

Erik avatar
Written by Erik
Updated over 2 years ago

This guide explains how to push updates from Agile CRM to Mapsly using Zapier.

Prepare your data using Google Sheets

In order to set up integration between Agile CRM 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 database 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 Agile CRM to Mapsly

There are 2 ways to synchronize your data from Agile CRM to Mapsly: via Zapier and via API (webhooks). Below we will explore both options.

Using Zapier

1- Log into your Zapier account, press Make a Zap:

2- Search for "Agile CRM" app and create a new Zap with trigger "New Contact":

3- Connect your Agile CRM account to Zapier:

In order to connect, you need to get your Agile CRM API key. You can do it in the Admin settings > Developers & API:

4- Set up trigger:

5- Select Mapsly as your Action app:

6- Choose "Create/Update Record" event for Mapsly:

7- Connect your Mapsly account:

In the pop-up window that will open, enter the Mapsly API key you generated earlier:

8- Add every field that you would like to synchronize and pick corresponding Agile CRM fields:

9- Test and Publish Zap:

You can send a test request inside Zapier and then Publish Zap. After that, you can go to Agile CRM and create/update a record and check if it was successfully saved to Mapsly.

Your zaps will be executed once per 1-15 minutes depending on your Zapier plan. You can also manually execute them by clicking Run Zap in the Zap's context menu:

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.

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