Geo Maps Integration Follow

GeoMaps is a mapping tool that integrates with Salesmate, allowing businesses to visualize their CRM data on an interactive map. It allows sales teams to view customer locations, identify potential opportunities in specific areas, and plan field visits more efficiently.

By displaying CRM records geographically, GeoMaps helps businesses understand their customer distribution and make informed decisions about sales territories and visit planning.

To set up your Geo Maps Integration: 

• Log in to your GeoMaps account at https://app.geomaps.co/ 
• Navigate to Add Data Sources.

• Search for and select Salesmate.

• Enter your Salesmate workspace URL (e.g., xyz.salesmate.io).
• Enter your Salesmate Session Token, available under My Account → Access Key → Session Key / Session Token.

• Select the Salesmate objects you want to import.
• Choose the Name and Address fields for each selected object so GeoMaps can place the records on the map.

• Complete the setup and verify that your records appear on the map.