BetaUse the map index view

Use the map view to visualize contacts or companies based on their geographic location. The map view displays records using address-based location data, allowing you to see where records are concentrated and interact with them directly from the map.

Before you get started

To use the map view type your account must:

• Be enrolled in the Flexible CRM Views beta.
• Be enrolled in the Map visualization for CRM Index pages beta.

Learn more about opting your account into a beta.

Please note: after enrollment in the beta, it may take some time for the geographic data to populate.

Use the map view

The HubSpot default properties City, State/Region, Country/Region, and Postal code set the location for a record. A record must have appropriate values for those properties to display on the map.

To use the map view:

1. Navigate to contacts or companies:
   • In your HubSpot account, navigate to CRM > Contacts.
   • In your HubSpot account, navigate to CRM > Companies.
2. Click the view type button, then select Map view.  
3. To navigate the map:
   • Click and drag the map to change the displayed location.
   • Hover your mouse on a region, then scroll vertically on your mouse or trackpad to zoom in or out on a point centered on your cursor.
   • Click Search this area to load results within your current viewpoint. This adds the latitude and longitude coordinates of the area to Advanced Filters. Click Clear to return to your previous filters. 
   • Click the locationIcon filter location icon to search and navigate to a specific region (e.g., Florida).
     
   • In the lower right of the map, click Keyboard shortcuts to review and navigate the map with your keyboard.
   • If desired, click Save to save your filters and current viewport on the map.

4. Click a number on the map to view the records at that location.

Please note: the map view displays up to 500 records for a specific area. It's recommended to use filters to narrow the field of view.

5. To filter records by address:
   • Click the All [records] button and select [records] with addresses to only display records that contain Latitude and Longitude values. This applies a filter in addition to any custom filters you've applied.
   • Click the All [records] button and select [records] without addresses to only display records that don't contain Latitude and Longitude values. This applies a filter in addition to any custom filters you've applied.   
6. Click a record to view it in a new tab. You can also navigate to a record by clicking it in the left sidebar.
7. Click the sidebarExpandIcon sidebar expand icon to open or close the left sidebar list of records.

Example: use map view for sales outreach

You can use the map view to understand where contacts or companies are concentrated and identify location-based patterns before sales outreach (e.g., regional engagement, in-person event).

1. Navigate to your records:

   1. In your HubSpot account, navigate to CRM > Contacts.

   2. In your HubSpot account, navigate to CRM > Companies.

2. Click the view type button, then select Map view.

3. Click the locationIcon filter location icon and search for Orlando, Florida. The map will orient to the Orlando area.

4. Click and drag the map to adjust your viewpoint around Orlando.

5. Scroll vertically with your mouse or trackpad to zoom in or out.

6. Click a number on the map to view the records at that specific location, then click the name of a record to open it in a new tab.