Spotler CRM can be connected with Spotler Connect to synchronise data across systems. This integration ensures that organisations, contacts, and contact lists are kept up to date, and that activities can be exported to Spotler CRM in near real-time.
In this article you will learn more about:
Spotler Connect
Spotler Connect allows you to synchronise and transform data such as contacts, orders, or activities between external systems, even if no direct integration is available between them. Connect gathers your data, saves it in your account environment, and changes the format before exporting it to other systems if necessary. By doing this continuously for all connectors in your account, the software can maintain a complete overview of your data in different systems and keep it in sync.
In Connect, you can add account-wide or integration-specific rules to modify data based on conditions, block import or export, or add actions when a condition is met. These rules allow you to customise data being handled in a way that works for external systems—for example, when you want to synchronise mailing opt-ins, activities, or orders.
Available data
| Data type | Import to Connect | Export to Spotler CRM | Timeframe |
|---|---|---|---|
| Organisations | Yes | Yes | Near real-time |
| Contacts | Yes | Yes | Near real-time |
| Contact lists | Yes | No | Near real-time |
| Activities | No | Yes | Near real-time |
Spotler CRM organisations are imported into Spotler Connect. Existing organisations are updated based on changes coming through other connectors. This process is executed near real-time. As soon as an organisation is created in Spotler CRM, a profile is made in Connect.
Spotler CRM contacts are imported into Spotler Connect, and existing Spotler CRM contacts are updated based on changes coming through other connectors. This process is executed near real-time. As soon as a contact is created in Spotler CRM, a profile is made in Connect.
Contact lists in Connect are imported from Spotler CRM as audiences. These contact lists can be made available to other systems that are integrated with Connect, for example an ESP like Mail+. Contact lists are not exported from Connect to Spotler CRM.
You can select which lists you want to keep in sync with other systems. This can be set by checking Sync To Spotler after creating a new list, or on the details page of an existing list.
Activities are exported to Spotler CRM as they become available in Connect. This occurs near real-time. Note that activities recorded in Spotler CRM are not imported into Connect.
Currently, the following activities are supported for export to Spotler CRM:
- Page view
- Was invited to event
- Will attend event
- Has attended event
- Has not attended event
- Email was sent
- Email was bounced
- Email was opened
- Email link was clicked
- Form was submitted
- Subscribe
- Unsubscribe
- Conversation was concluded
- SMS was sent
- SMS was bounced
Getting started with onboarding
Follow the Spotler CRM onboarding guide for detailed instructions on getting started with onboarding.