Spotler CRM by Maxmel Tech

spotlercrm is a customer relationship management platform designed to help businesses organize sales, contacts, and communications integrating it with make com streamlines workflows, automates data syncing, and enhances productivity by connecting crm data with other business tools 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 spotler crm support 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, enable api access for a user, and generate an oauth 2 0 access token, create your account on spotler crm app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 access token oauth 2 0 access 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 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}} log in in your make account , 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 connect an application 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 create an opportunity creates a new opportunity record in your connected app, allowing you to track potential sales or deals from the very beginning delete a contact permanently removes a selected contact from your list, ensuring that the contact's information is deleted from 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 opportunities available in your account, giving you an overview of every opportunity currently stored get a contact fetches detailed information about a specific contact using their unique id make an api call allows you to make a custom api request to the connected service using your own parameters and settings this lets you interact with features or endpoints that may not be 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 this module activates whenever a new contact is added or when details of an existing contact are updated, allowing you to automatically respond to changes in your contact list watch opportunites this module activates whenever a new opportunity is added or when an existing opportunity is updated, allowing you to stay informed about the latest changes and additions templates you can look for more templates in make's template gallery , 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 spotler crm website spotler crm documentation spotler crm api documentation spotler crm page on make