This guide explains how to integrate Spotler CRM with Zapier, enabling automation between your CRM and other apps. With Zapier, users can set up workflows that connect Spotler CRM to over 1,500 other apps, allowing data to flow automatically between systems. This helps streamline repetitive tasks and enhances productivity without the need for complex coding.
➡️ Go to the Spotler CRM integration for Zapier
On this page you have the following options:
Overview Zapier Integration
Zapier integration creates workflows that automatically pass data between Spotler CRM and other apps through triggers, actions, and searches. For instance, when a new lead is created in Spotler CRM, you can set up a Zap to automatically add that lead to an email marketing list, such as Mailchimp. The workflow starts with a trigger, such as the creation of a new contact, and follows with actions like adding the contact to a mailing list or updating a record in another app.
Here are the available triggers and actions for Spotler CRM in Zapier:
Triggers
- New Contact: Triggered when a new contact is created in Spotler CRM.
- New/Updated Account: Triggered when an account is created or updated in Spotler CRM.
- New Activity: Triggered when a new activity is created in Spotler CRM.
- New Task: Triggered when a new task is created in Spotler CRM.
- New/Updated Opportunity: Triggered when an opportunity is created or updated in Spotler CRM.
Actions
- Create Account: Creates a new account in Spotler CRM.
- Create Contact: Creates a new contact in Spotler CRM.
- Create Task: Creates a new task in Spotler CRM.
- Create Activity: Creates a new activity in Spotler CRM.
- Create Opportunity: Creates a new opportunity in Spotler CRM.
- Update Dropdown List: Updates a dropdown list in Spotler CRM.
- Find Account: Finds an existing account in Spotler CRM (matching on Account Name or ID).
- Find Contact: Finds an existing contact in Spotler CRM (matching on email address).
Set up Zapier Integration
To set up Zapier integration with Spotler CRM, follow these steps:
- Step 1 - Enable API Version 4
- Step 2 - Sign up with Zapier
- Step 3 - Connect Spotler CRM Account to Zapier
Step 1 - Enable API Version 4
If you're an administrator of Spotler CRM, API V4 is automatically enabled. If you are not an administrator, the API access needs to be enabled for you. To enable the API, go to Settings > Integrations > API V4 and click Enable API Access to Users. Select the user you want to enable the API for and click Enable Access.
Step 2 - Sign up with Zapier
Visit zapier.com and sign up for an account if you haven’t already done so.
Step 3 - Connect Spotler CRM Account to Zapier
In Zapier, search for Spotler CRM in the app search box and select it. You will be prompted to log in with the credentials of the user who has API access enabled. After authorization, return to the Connected Accounts page in Zapier, where you will see your Spotler CRM connection. Click Test to confirm the connection works.
Integrate with other apps through Zapier
For more information on how to make connection within Zapier, please visit their Help Center.
Spotler CRM provides several pre-built templates to make integration easier. These templates come with most of the data mappings already set up, so you can quickly modify them if needed.
Here are some examples of integrations:
- Create contacts in Spotler CRM from new Typeform submissions
- Create Subscribers in Mailchimp from new contacts in Spotler CRM
- Create Spotler CRM accounts from new QuickBooks customers
- Follow up your Facebook Lead Ads in SpotlerCRM
- New or Updated Spreadsheet Row and Update Spreadsheet Row in Google Sheets