Platform
Spotler CRM
Empower your B2B marketing team to build lasting relationships and boost sales. Find every customer, track leads, and automate sales processes. Enjoy free customer support and seamless organization with our cloud-based hub. Gain insights, customize fields, and integrate marketing campaigns effortlessly. Let us help you work smarter and grow your business with ease.
10 executions monthly on Free plan included
Platform supported onplan: 
Make.com
Make.comBrowse Modules
- All Modules (10)
- Action
- Search
- Universal
- Trigger (polling)
Spotler CRM API Integration for Make.com
Create custom Spotler CRM automation workflows by using triggers, actions, and search modules listed below.
Action
Create a Contact
Creates a contact
Action
Create an Opportunity
Creates an opportunity
Action
Delete a Contact
Deletes an existing contact.
Action
Get a Contact
Retrieve a contact by id.
Search
Get Documents
Retrieves all documents.
Search
Get Opportunities
Retrieves all opportunities
Universal
Make an API Call
Performs an arbitrary authorized API call.
Action
Update a Contact
Updates a contact
Trigger (polling)
Watch Contacts
Triggers when a contact is created or updated
Trigger (polling)
Watch Opportunites
Triggers when an opportunity is created or updated
Spotler CRM Automation Use Cases
Explore potential use cases for automations using Spotler CRM API and utilize our integration modules crafted specifically for such workflows.
2 modules
Automated Contact Synchronization
Automatically synchronize new or updated contacts with your marketing database to keep customer information up-to-date.
Watch Contacts
Update a Contact
2 modules
Opportunity Follow-Up
Monitor newly created opportunities and automatically schedule follow-up tasks to ensure timely engagement with potential clients.
Watch Opportunites
Make an API Call
2 modules
Contact and Document Integration
Whenever a contact is added or updated, ensure all relevant documents are linked or updated in the CRM for ease of access.
Watch Contacts
Get Documents
2 modules
Contact Health Check
Periodically check your contact records and delete any contacts that have been inactive for a specified period of time.
Delete a Contact
Get a Contact
3 modules
Lead Enrichment Process
Automatically enrich newly created opportunities with missing information such as contact details or relevant documents.
Create an Opportunity
Get a Contact
Get Documents
1 module
Weekly Opportunities Summary
Generate a weekly report of all current opportunities for team review to strategize sales efforts.
Get Opportunities
2 modules
Dynamic Opportunity Assignment
When a new opportunity is created, automatically assign it to a sales representative based on pre-defined criteria.
Create an Opportunity
Make an API Call
2 modules
Customer Engagement Tracker
Track interactions with each contact through the contact lifecycle to enhance engagement strategies.
Get a Contact
Watch Contacts
Platform Guides
- Make.com
How to start with Spotler CRM on Make.com?
Follow our step-by step guides on setting Spotler CRM API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.