Getting started with Mapsly
Data exchange between Mapsly and your CRM and how the CRM data is shown on the map
By Erik and 3 others4 authors41 articles
- Center map on a record, GPS coordinates, or map region, when Mapsly opens, using URL commands (URL parameters)
- [Freshworks] How to embed Mapsly into Freshworks using Embed Widgets
- Logs in Mapsly
- How to create a new CRM record in Mapsly
- [HubSpot] How to enable webhooks
- Data exchange log
- Personal preferences
- [Zapier] How to set up synchronization using Zapier
- [Zoho CRM] How to pin Mapsly tab to the top
- [Salesforce] Add Mapsly tab to your Sales app
- Signing up for a Mapsly account and adding a data source
- Share map layers, filters, territory groups and saved places with others
- Managing users in Mapsly without "Single Sign-On"
- Logging in as another user (Administrators only)
- Record sharing rules
- Object's map/table properties; editing default properties and resetting them for a user
- User role hierarchy with record sharing rules
- User profiles and permissions (control who sees what in Mapsly)
- Add 'weblink' fields to your objects that users can open in a new tab or in an popup with an iFrame
- User management and Single Sign-On in Mapsly
- Managing your Mapsly subscription
- How to sign into Mapsly with a CRM user account
- How Single Sign-On works in Mapsly
- About Mapsly's metadata-driven architecture and data management
- Mapsly account sign-up wizard
- How to add a CRM object (module) to Mapsly
- How to pick field(s) to be used as object's address
- How to see Deals and Opportunities on the map based on their account address
- How to adjust frequency of importing data into Mapsly
- [viaSocket] How to set up synchronization using viaSocket
- [Integrately] How to set up synchronization using Integrately
- Changing user profile
- Data Source Mappings