Setup and user guide

Everything you need to install Maps by Vexco, configure it, use it and, if needed, uninstall it.

Rather watch it? Three-minute video walkthrough.

1. Install

1. Click Install in HubSpot (or "Install" on the Marketplace listing).
2. Choose the HubSpot account and review the permissions. They are all read-only: companies, contacts, deals and their schemas, plus owners. Tickets, listings and custom objects are optional.
3. Accept. HubSpot takes you to the app settings. The Companies layer comes switched on and starts loading by itself.

You need to be a super admin or have permission to install apps in the account.

2. Layers

A layer plots the records of one object. You can have up to 10. In Settings → Layers:

• Add layer or start from a template: "Companies by industry", "Companies by owner", "Contacts by lifecycle stage", "Contacts by owner".
• Location: address split across properties (street, postal code, city, state, country), in a single property, or latitude and longitude if you already have them. If addresses lack a country, set the default country (e.g. US).
• Title, subtitle and properties shown when clicking the pin (up to 12).
• Colour fixed or by a property with options (stage, industry, owner…), pin shape, and size fixed or by a number (amount, employees…).
• Filters: only matching records are plotted (e.g. "Deal stage is not Closed lost").
• Reorder layers with the arrows and duplicate a layer to create variants.

3. Features

In Settings → Features you switch on or off everything users will see: clustering, heatmap, legend, search, list of what's in view, "Only mine", radius, draw area, measure, "Directions", routes, CSV export, full screen, "My location", remember the view, and what the record card shows. There are three quick presets: Simple, Field sales team and Everything.

In Settings → Map: default and available styles, unit (km or miles), radius and count of "nearby records", zoom when opening a record, and the initial view.

4. Appearance

In Settings → Appearance: map title, accent colour (from the palette or your own #rrggbb), light, dark or map-matched theme, panel on the left or right, open or collapsed, pin size, cluster colour, and rounded or square corners. The Preview map button opens a preview with what you saved.

5. Addresses

Addresses are turned into coordinates once and stored; they are only recalculated if they change. The included service is used by default. If you have a huge number of addresses or prefer your provider, in Settings → Addresses you can add your own Google Maps, OpenCage, Geoapify or Mapbox key (it is tested before saving and stored encrypted).

The included service has a shared daily maximum. If it is reached, pending addresses are processed automatically the next day and the Status tab tells you.

6. Using the map

Open it from the app page (apps menu → Maps by Vexco) or from the card on a record, in a modal or a new tab.

• Panel: search (press /), layers with legend and counts, value filters, "Only mine" and heatmap.
• In view: the list of what you see, by name or distance.
• Tools: radius, draw area, measure and CSV export. Area and radius give you the records inside, to export or add to the route.
• Pin: opens a card with its properties, "Open in HubSpot", "Directions", "Add to route" and "Nearby". If several records share a spot, you get a list.
• Route: up to 10 stops, reorderable, with "Optimise order" and opening in Google Maps.
• Map buttons: fit all, style, "My location" and full screen (these two, where the browser allows it).

On phones the panel becomes a bottom sheet. Try the demo with made-up data.

7. Record card

On a company, contact, deal or other record, click Customize → add the Map card from Maps by Vexco to the tab you want → Save. The card shows the address, nearby records and Expand map, which opens the map centred on the record.

8. Status

The app reads HubSpot every 5 minutes and processes new or changed addresses. Settings → Status shows, per layer, how many records are on the map, pending, without address and not found, with Sync now, Retry not found and Start over, plus the list of addresses that were not found with a link to each record to fix them.

9. Uninstall

In HubSpot: Marketplace → Connected apps → Maps by Vexco → Actions → Uninstall. The app stops accessing your account immediately and deletes everything it stores for it (pins, address cache and settings) after 30 days. For immediate deletion, email javier@vexcosolutions.com. Your HubSpot records are never touched.