Add Tribe CRM Connector

The Tribe CRM connector is onboarded through Connect's onboarding wizard. This step-by-step plan contains the following steps:

• Step 1 – Selecting the connector
• Step 2 – Preset
• Step 3 – Authentication
• Step 4 – Billing Information
• Step 5 – Summary
• Step 6 – Confirmation
• Step 7 – Activation

To onboard the Tribe connector, keep the following credentials at hand:

• Client ID
• Secret

If you have not yet created these credentials for Connect in Tribe, follow the following steps;

1. Log into your Tribe account
2. Navigate to Settings --> Config and click the + Application button.
3. Fill out the following:
   1. Name: Connect
   2. Is public: No
   3. Redirect URL: https://app.spotlerconnect.com/integrations/oauth/ephemeral/claim
4. Click Save.
5. Copy-paste the Client ID and Secret to your clipboard until you need them in the Connect onboarding.

Step 1 – Selecting the connector

When logging into Connect, click the New connector button on the dashboard. This will open the onboarding wizard.

Select the Tribe connector from the list of available connectors. If you want to move to a different tab in Connect at any time during the onboarding process, you can save the connector as a draft. When Momice is selected, click Next.

Step 2 – Preset

For Tribe, you can select one preset: CRM. Presets help you set up a connector with more ease. Read more about presets and when to use them. Select the preset you want to continue with, or choose Configure connector manually to manually set up the connector. Click Next.

Step 3 – Authentication

Enter the API credentials of the Tribe environment you want to connect. Click Next, and a popup for login into Tribe occurs. Please log into Tribe through the popup to complete the authentication. You will automatically be redirected to the next step in Connect.

If the credentials are not valid, one of the following errors may occur:

Message	Solution
Unable to connect with the integration. Check if all inputs have been filled in correctly.	Recheck the API credentials.
An issue has occurred.	The Tribe CRM API is not online. Please try again later.
Cannot connect with the given URL. Check the URL and try again.	Contact Connect support.
An unknown issue has occurred.	Contact Connect support.

Step 4 – Billing Information

To continue, fill out any remaining billing information. This step may automatically be skipped if all information has been filled out previously. Click Next.

Step 5 – Summary

A summary of the selected preset for the integration will be displayed. The blue underlined text is clickable and represents a preset configuration. Any configuration options that still need to be completed will appear as questions or placeholders on this screen. These must be configured before proceeding. Once completed, click Next.

 

Step 6 – Confirmation

This is the final step before the connector is activated. Once Next is clicked, the connector will be created, and data import will begin. Click Next to activate the connector.

 

Step 7 – Activation

After activation, the import progress can be tracked through the progress bars. The connector will now import data from your Tribe CRM system. By default, the connector will import data looking back a predetermined amount of time:

• Organisations: 10 years
• Contacts: 10 years

This means that for this initial import, any organisation from the past 10 years will be imported into Connect. It also means that virtually any organisation that has ever been created (and not deleted) will be imported into Connect as well.

Depending on the amount of data being imported, the first import can take up to an hour. This screen can be navigated away from and reopened later by clicking the Tribe connector icon on the dashboard home screen.

 

While activating, the status icon below the connector icon may still display as inactive. After some time, the status will change to ‘operational’. An email confirmation will also be sent once the connector is operational.