Mapsly

Use Mapsly URL commands to determine what Mapsly should

Center map on a record, GPS coordinates, or map region, when Mapsly opens, using URL commands

Learn how to embed Mapsly map into Freshworks using Embed Widgets

[Freshworks] How to embed Mapsly into Freshworks using Embed Widgets

Learn about Audit log, Data exchange log and Execution log.

Logs in Mapsly

Learn the various options for creating a new record in your data source directly in Mapsly, manually or automatically

How to create a new CRM record in Mapsly

Learn how to enable HubSpot webhooks for create/update events

[HubSpot] How to enable webhooks

Learn about settings in users' personal preferences

Personal preferences

Data exchange log contains data sync events, both inbound and outbound, and lists of affected records

Data exchange log

Learn how to sync data between your data source and Mapsly using Zapier integration

[Zapier] How to setup synchronization using Zapier

If the Mapsly tab appears at the bottom of Modules menu and isn’t visible at the top of the page, you can pin it for quicker acces

[Zoho CRM] How to pin Mapsly tab to the top

Learn how to add Mapsly tab into your Sales lightning app, as opposed to using the separate Mapsly app

[Salesforce] Add Mapsly tab to your Sales app

Learn how to sign up for a new Mapsly account and add an external IT system as a data source

Signing up for a Mapsly account and adding a data source

Share groups of map layers, groups of territories or saved locations with user profiles or individual users

Share map layers, filters, territory groups and saved places with others

Learn how to add or remove users who are not registered in your CRM, or when your CRM doesn't support "Single Sign-On" with Mapsly

Managing users in Mapsly without "Single Sign-On"

Mapsly administrators have the ability to log into Mapsly as any other user in their Mapsly account

Logging in as another user (Administrators only)

Give users access to records that meet certain criteria using record sharing rules in user profiles

Record sharing rules

Learn how to adjust an map markers and table columns for a specific users and for all new users (default properties)

Object's map/table properties; editing default properties and resetting them for a user

Automatically give managers access to records by their subordinates by configuring the hierarchy of roles in Mapsly

User role hierarchy [COMING SOON]

Learn how to use profiles to restrict access to objects and fields and record ownership to control access to individual records.

User profiles and permissions (control who sees what in Mapsly)

Learn how to add a custom field to you object in a data source so Mapsly would recognize it as a web link that can be opened with a click

Add 'weblink' fields to your objects that users can open in a new tab or in an popup with an iFrame

Learn how Mapsly admins can add and remove users as well as edit their properties; how it works with the Single Sign-On and without it

User management and Single Sign-On in Mapsly

Subscribe to Mapsly, view your bill estimate, upgrade or downgrade your plan, purchase more user seats and update your payment method

Managing your Mapsly subscription

Learn about how to sign into Mapsly with CRM user credentials for CRMs that support Single Sign-On

How to sign into Mapsly with a CRM user account

Learn how the Single Sign-On link between the Mapsly account and your CRM org is created and how it helps user management

How Single Sign-On works in Mapsly

Learn more about Mapsly's metadata-driven architecture and how it interacts with its data sources

About Mapsly's metadata-driven architecture and data management

A detailed step-by-step guide that walks you through the Mapsly sign-up wizard with references to other relevant articles

Mapsly account sign-up wizard

Learn how to activate a CRM object in Mapsly after you already signed up for a Mapsly account

How to add a CRM object (module) to Mapsly

Learn how Mapsly knows where the address field(s) are in your CRM objects and how to change these settings

How to pick field(s) to be used as object's address

Learn how to make Deals, Opportunities and other objects without their own address in the CRM appear on the map

How to see Deals and Opportunities on the map based on their account address

Adjust your Mapsly-CRM sync schedule to reduce API limit consumption

How to adjust frequency of importing data into Mapsly

Learn how to sync data between your data source and Mapsly using viaSocket integration

[viaSocket] How to setup synchronization using viaSocket

Sergey Shurygin

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