Actionist·Badger Maps
Badger Maps

Badger Maps

· #346 most-used

Automate field sales territory management and CRM sync

CRMSalesProductivityAnalyticsScheduling

Badger Maps is the route planning and territory management platform built for outside sales and field service teams. It combines route optimization, CRM-synced account mapping, check-in logging, and territory analytics into a mobile-first app that helps field reps visit more customers and drive less. Connect Badger Maps to Actionist and your agents can create and update territory accounts from CRM data, push field check-in notes back to your CRM, retrieve route data for mileage reporting, and trigger downstream workflows within about a minute of any field event — all without reps touching a second app after their check-in.

Try Badger Maps with ActionistVisit Badger Maps
Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate manual CRM-to-Badger account sync, check-in note transcription, mileage log assembly, and territory reassignment work that field teams currently do by hand.

Schedule

What your Badger Maps agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Badger Maps × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
6Apps spanned
~21 hrsSaved / week
5Personas served
For sales
Featured3 apps

New CRM lead pinned on territory map with rep notification

When a new qualified contact is created in HubSpot, the agent looks up the assigned rep's Badger Maps user ID, checks whether the contact is already in Badger, creates the account if not, and sends the rep a Slack message confirming the new pin — so field reps discover territory additions in their natural workflow rather than during a manual CRM review.

~3 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new contact is created in HubSpot and flagged as a field visit candidate
Trigger
Step 1
HubSpot
New contact created and marked as field visit candidate
read
Step 2
Badger Maps
Find User by Email or ID to get the territory rep's Badger Maps user ID
read
Step 3
Badger Maps
Find Account to check whether the contact already exists in Badger Maps
write
Step 4
Badger Maps
Create Account with the contact's name, address, and HubSpot external ID
write
Step 5
Slack
Notify the assigned rep in Slack that a new prospect has been added to their territory map
Result
Create Account with the contact's name, address, and HubSpot external IDNotify the assigned rep in Slack that a new prospect has been added to their territory map
The win
Saved per run
5 min
Runs / week
~30×
Every qualified lead appears on the rep's Badger Maps territory the moment it enters the CRM
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    25 min / week
    Manual account creation in Badger Maps

    Reps manually search for new leads in the CRM, copy the name and address, and create each account in Badger Maps one by one — 5 minutes per lead, often skipped entirely under time pressure.

    Sales Agent
    0 min
    Agent creates Badger Maps accounts for every new CRM lead

    When a new lead is created in HubSpot, the agent looks up the rep's Badger ID and creates the account in Badger Maps automatically — the lead is on the territory map before the rep's next drive.

  • Marketing
    30 min / week
    Manual campaign briefing for field reps

    Marketing sends a spreadsheet of campaign target accounts each week, reps manually cross-reference it against their Badger Maps territory and try to incorporate the list into their route planning.

    Marketing Agent
    0 min
    Agent tags campaign accounts on the map before reps leave the office

    At the start of each campaign week, the agent updates Badger Maps account custom fields with the campaign name and target visit date — reps see which accounts to prioritize directly on their map.

  • Customer Support
    20 min / week
    Manual check-in note lookup for support context

    Support agents ask the field rep for visit notes or log into Badger Maps and search manually for each customer — adding 10 minutes to escalations and often skipped on high-volume days.

    Customer Support Agent
    0 min
    Agent surfaces field visit notes to support tickets automatically

    When a support ticket is opened for an account, the agent retrieves the most recent Badger Maps check-in notes and attaches them to the ticket — support agents have field context before they reply.

  • Human Resources
    60 min / week
    Manual territory account reassignment

    HR or sales ops manually updates the owner on each Badger Maps account during a rep transition — a time-consuming process that often leaves some accounts unassigned for days after the change.

    Human Resources Agent
    0 min
    Agent reassigns all territory accounts when reps change roles

    When a territory reassignment is recorded in the HR system, the agent automatically updates every Badger Maps account from the departing rep to the incoming rep — the new rep's map is ready before their first day.

  • Finance
    45 min / week
    Manual mileage submission from field reps

    Field reps estimate and manually submit weekly mileage via expense forms — submissions are often delayed, inaccurate, or lost, and finance spends hours reconciling them at month end.

    Finance Agent
    0 min
    Agent builds weekly mileage logs from Badger Maps routes

    Every Friday the agent retrieves routes for all field reps and writes the mileage data to the expense reimbursement sheet — finance has accurate mileage records without reps submitting manual claims.

  • Operations
    90 min / week
    Manual data quality reconciliation

    Ops manually exports accounts from Badger Maps and the CRM each month, runs a VLOOKUP-based comparison, and chases reps to correct mismatches — a half-day task that happens too infrequently to catch drift early.

    Operations Agent
    0 min
    Agent runs weekly data quality sweeps across CRM and Badger Maps

    The agent verifies address, owner, and key fields for top-tier accounts weekly and flags discrepancies between Badger Maps and the CRM — data quality issues are caught before they affect field routes or billing.

  • Legal
    15 min / week
    Manual contractual visit-frequency audit

    Legal manually pulls check-in exports from Badger Maps quarterly and cross-references them against contract minimums in a spreadsheet — breaches are typically discovered at contract renewal, not proactively.

    Legal Agent
    0 min
    Agent audits field visit frequency against contractual obligations automatically

    The agent checks check-in frequency for all contracted accounts weekly and logs any shortfall to the compliance register — legal knows about visit obligation gaps before the customer does.

+ 100s of other Badger Maps automations
Average time saved
29 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
18
Hours saved / year
875
Annual ROI
$65,625

Based on Badger Maps's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Badger Maps into Actionist

Pick the connection method that suits your environment.

Authenticate with your Badger Maps API key. API access must be enabled by the Badger Maps support team before the key is active — email support@badgermapping.com to request access, then copy the key from your account Settings.

1
Request API access from Badger Maps support

Email support@badgermapping.com requesting that your API key is turned on. This step is required before the key will authenticate successfully.

2
Copy your API key from Settings

Once API access is confirmed, log in to your Badger Maps account and navigate to Settings. Copy your API key.

3
Paste into Actionist and test

Paste the API key into the field below and click Test Connection. Actionist will verify the key with a read-only call.

Credentials you'll need
API key*
In Badger Maps, go to Settings and copy your API key. Note: API access must be enabled by emailing support@badgermapping.com before the key will work.
Actions

12 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

3 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Badger Maps + Actionist

How does Actionist connect to Badger Maps?
Go to the Apps tab, find Badger Maps, and click Connect. You will need a Badger Maps API key to authenticate. In your Badger Maps account, navigate to Settings and copy your API key. Paste it into the API key field in Actionist and click Test Connection. Actionist runs a read-only verification call to confirm the handshake before any agent tasks run.
How do I get a Badger Maps API key and what permissions does it need?
Your Badger Maps API key must be enabled by the Badger Maps support team before it becomes active. Email support@badgermapping.com and request that your API key is turned on. Once enabled, you will find the key in your Badger Maps account under Settings. The key inherits the permissions of the account it is generated from — account owners and managers can read and write accounts and check-ins for users they manage.
Can I connect Badger Maps to my CRM or other apps in the same workflow?
Yes. Badger Maps is most useful when paired with your CRM. Common combinations include: syncing new CRM leads into Badger Maps as accounts so field reps have them on the map immediately; pushing Badger Maps check-in notes back to HubSpot, Salesforce, or Zoho as activity records; creating calendar events in Google Calendar based on planned routes; and logging check-in data into Google Sheets for territory performance reporting. Any of Actionist's 200+ connected apps can share data with Badger Maps in the same scheduled agent task.
What are the most common things agents do with Badger Maps?
The most common patterns are: (1) CRM-to-Badger sync — new leads or accounts created in your CRM are automatically added to Badger Maps so reps always have an up-to-date map of their territory; (2) check-in logging — field reps check in at a customer location in Badger and the agent pushes those meeting notes to the CRM contact record within about a minute; (3) route reporting — weekly route data is pulled from Badger and written to a Google Sheets dashboard for manager review; (4) territory updates — when accounts change owner in the CRM, the Update Account action keeps Badger Maps in sync so the territory map stays accurate.
How quickly do Badger Maps triggers fire, and what events can they detect?
Badger Maps triggers fire within about a minute of the underlying event. The New Account trigger fires when you or a user you manage adds an account to their account list. The New Check-In trigger fires when a check-in is saved against an account you own or a team member owns. The Account Updated trigger fires when any field on an account changes — including address, phone number, or any custom field you have configured. There is currently no per-route trigger; use Find Route on a scheduled cadence to poll for new routes.
Can the agent create Badger Maps accounts on behalf of specific team members?
Yes, but you need to include a User ID in the Create Account action to assign ownership correctly. Before creating the account, use Find User by Email or ID to look up the Badger Maps user ID for the intended account owner. Pass that ID into Create Account along with the required Account Name and Account Address fields. For bulk imports, the agent can loop through a list of CRM records, look up each owner's Badger ID, and create accounts in sequence — no manual data entry required.
What check-in data can the agent retrieve and how is it structured?
Check-ins in Badger Maps store date- and time-stamped meeting notes linked to an account. When Find Check-Ins by Account ID runs, it returns the most recent check-in by default, or all check-ins as line items if you select that option. You can use this to pull a rep's full meeting history for a customer before a quarterly review, identify accounts with no check-in activity in the past 30 days, or feed check-in notes into a CRM activity timeline. If check-ins include photos, Find Check-In Photos returns the photo URLs as a comma-separated list.
How does the Find Route action work, and can I retrieve routes for my team?
Find Route returns the most recent route for the connected Badger Maps account by default. If you need routes for a specific team member, map the Route Owner ID — this is an internal numeric ID, not an email address. Use Find User by Email or ID first to get that ID if you don't have it. To retrieve all routes rather than just the most recent one, change the 'If multiple search results are found' setting to 'Return all results as line items'. Each route in the output includes its own Route ID for downstream processing.