Spotler CRM

spotler marketing cloud is a platform offering marketing automation, data centralization, and personalized customer journeys across multiple channels integrating with make com enables users to automate workflows and connect spotler’s marketing tools with hundreds of other business applications 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, api access enabled for your user, and 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 start by installing the app from the make integration page click the install button and 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 by selecting the user you want to give access to and clicking 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 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, allowing you to store and manage their information for future use create an opportunity adds a new opportunity to your chosen system, allowing you to track and manage potential sales or deals delete a contact permanently removes a selected contact 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 from your account, allowing you to view and manage every opportunity 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, so you can 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 updated, allowing you to automatically respond to changes in your sales pipeline 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