Spotler CRM by Maxmel Tech

spotlercrm is a cloud based customer relationship management platform designed to help businesses manage contacts, sales, and marketing activities integrating with make com enables automated workflows, improving efficiency in lead management, communication, and data synchronization this is ai generated content based on official spotler crm documentation the content may still contain errors—please verify important information if you have questions, contact https //support reallysimplesystems com/ directly how to get support on spotler crm spotler crm is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=spotler%20crm\&app slug=spotler crm community\&app unique id=spotler crm 4orfw3 requirements to use the spotler crm app in make, you must have a professional or enterprise plan account with api access enabled and an oauth 2 access token, https //www spotlercrm com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/spotler crm community/ click the install button follow the on screen instructions to complete the setup connect spotler crm and {{product name}} to get started, you must first create a connection between spotler crm and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0 bearer token oauth 2 0 bearer token instructions you need to generate your access token login to your crm system using your credentials navigate to settings go to integrations select api v4 enable api access to users if not already enabled select the user you want to give access to and click enable go to manage api keys and alerts click the generate new key button in the popup window, select the user you want the access token for and click generate copy and save the generated access token as it will only be shown once some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=spotler%20crm\&app slug=spotler crm community\&app unique id=spotler crm 4orfw3 create the connection in {{product name}} https //www make com/en/register , add the spotler crm 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 spotler crm or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page spotler crm modules after connecting to the spotler crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your account with the details you provide create an opportunity adds a new opportunity to your system delete a contact permanently removes a specific contact from your list, ensuring that the selected contact is no longer stored in your account get documents fetches and lists all available documents from your account, allowing you to view and manage them in one place get opportunities fetches a complete list of all available opportunities from your account, allowing you to view and manage them in one place get a contact fetch detailed information about a specific contact using their unique id make an api call allows you to make a custom, authorized api request to the service, enabling you to access features or data not covered by the standard modules update a contact updates the details of an existing contact, allowing you to modify information such as name, email address, phone number, or other contact fields watch contacts triggers when a new contact is added or when details of an existing contact are updated watch opportunites triggers whenever a new opportunity is added or when an existing opportunity is modified, allowing you to take action based on these changes 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}} spotler crm resources you can have access to more resources related to this app on the following links https //www spotlercrm com/ https //support reallysimplesystems com/ https //support reallysimplesystems com/api v4/ https //www make com/en/integrations/spotler crm community