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[HubSpot CRM] How to open a record-centered map
[HubSpot CRM] How to open a record-centered map

Learn how to add a button that opens a Mapsly map that is centered on the record

Erik avatar
Written by Erik
Updated over a week ago

In order to access a URL that will open a record-centered map, you need to set up a workflow that will save the Mapsly URL to a URL field in that record. To do it you need to go to Setup > Workflows and click to create a new workflow:

  1. Choose "Trigger" - Updated.

  2. Under "Object" choose the object for which you want to run this workflow, i.e. Contacts

  3. Under actions add a condition:
    โ€‹record.mapsly_geo_status != oldRecord.mapsly_geo_status
    This is needed to ensure that this workflow is only triggered when record's processing status is updated which happens when you first import your records to Mapsly

  4. Create a new Update record action:

In the Update record action add the URL field that you want to update and in the Target value add:

You can learn more about what each parameter means in this article.

You should end up with the following Update record action:

After the workflow runs, your new contacts will have the following Mapsly URL:

If you have any questions or need help with configuring your automation contact Mapsly support team 24/7 by chat or email at [email protected], we'll be happy to help.

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