Exact Spotter

exact sales is a sales engagement platform focused on qualifying leads and managing sales pipelines integrating with make com enables users to automate lead qualification, sync pipeline updates, and trigger follow ups based on sales activities directly from exact sales this is ai generated content based on official exact spotter documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www exactsales com br directly requirements to use the exact spotter app in make, you must have an active account and an api key, https //www exactsales com br for subscription, refer to the https //www exactsales com br connect exact spotter and {{product name}} to get started, you must first create a connection between exact spotter and {{product name}} , allowing the two services to communicate obtain your api token in your exact spotter account create the connection in make obtain your api token in your exact spotter account before you create the connection in {{product name}} , you should first obtain your api token in your exact spotter account to obtain your api token navigate to settings in the left side menu click integrations select token exact api copy the api token displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //exactsales freshdesk com/en/support/solutions/articles/73000600306 api basic steps to register lead postman create the connection in {{product name}} https //www make com/en/register , add the exact spotter module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your exact spotter account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page exact spotter modules after connecting to the exact spotter app, you can choose from a list of available modules to build your {{scenario plural lowercase}} atualizar um contato allows you to update the details of an existing contact, but does not allow you to delete any information atualizar um lead allows you to update the details of a lead, but does not allow you to delete any information criar um contato allows you to create a new contact in your account criar um lead allows you to create a new lead in your system descartar um lead allows you to remove or discard a lead from your system fazer uma chamada api executes a custom authorized api request to a specified endpoint listar webhook returns a list of all registered webhooks in your account pesquisar campos personalizados searches for information within custom fields of a lead or organization pesquisar contatos de um lead returns detailed information for all contacts associated with a specific lead pesquisar leads returns detailed information about leads pesquisar leads e contatos returns detailed information about leads and their associated contacts recuperar lead descartado allows you to retrieve a previously discarded lead vender um lead allows you to sell a lead to a company webhook monitors and receives real time event notifications through a webhook templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} exact spotter resources you can have access to more resources related to this app on the following links https //www exactsales com br https //exactspotter docs apiary io/ https //www make com/en/integrations/exact spotter