MAP & PROSPECTING

• View and (mass-)edit records on map, including custom fields; real-time sync to Pipedrive
• Customize object colors, labels, pop-ups, based on different criteria
• Search local businesses by keywords and add them as records with adjustable field mapping
• Auto-correct errors in addresses & fill in zip and counties
• View heatmaps and isochrones

FIELD TEAM

• Plan optimized multi-days routes & calendar meetings for teams while filling in available time between existing meetings. Plan regular visits, continuous multi-day routes
• Script your visit scenarios, configure check-in with geofencing and adaptive forms; data synced to CRM
• Analyze data with AI, including notes, photos and videos,
• Track users’ location & movement history
• Track team’s performance with customizable charts and dashboards

TERRITORIES

• Add territories by drawing them on map or selecting zip, counties, census areas
• Auto-assign records to territories & sales reps based on custom criteria
• Add aggregate metrics based on CRM data
• View demographics

EMBED MAPS

• Add maps with live data & desired features to websites, dashboards, portals, send by email
• Add buttons & forms to let users enter data & execute actions on embedded maps

NO-CODE AUTOMATION

• Execute actions by a button, schedule or automatically, with no code
• Create/update records, send email/SMS, call APIs
• Search and execute actions on records by custom criteria including driving distance/time

Follow this link to start your free two-week Mapsly trial.

• If prompted, sign in to your Pipedrive account. Allow necessary permissions in the Pipedrive popup by clicking Allow and Install.
• When asked whether to create a new Mapsly account or link an existing one, choose Create new Mapsly account and follow the Mapsly sign-up wizard's instructions.

Note: To start the trial, you must be a Pipedrive Administrator.

This Mapsly setup guide for Pipedrive provides a more detailed guide to the setup process, as well as answers to questions that you may have during the setup and links to other useful articles.

We offer 24/7 chat support and our implementation services are included with your subscription, so don't hesitate to contact us when you need help or have any questions. And be sure to schedule a live demo to discuss your use scenario and learn how to make the most out of Mapsly and Pipedrive.