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. |
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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 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, create your account on Spotler CRM.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect Spotler CRM and Make
To get started, you must first create a connection between Spotler CRM and Make, 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 Make
Log in in your Make account, add the Spotler CRM module to your scenario, 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 applicationConnect 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 scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Spotler CRM resources
You can have access to more resources related to this app on the following links :