Spotler CRM
by Spotler Group
Cloud CRM for small and mid-sized businesses, formerly Really Simple Systems, with sales pipeline, marketing and service desk modules.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
02Data
What you can sync.
- Accounts
- Contacts
- Opportunities
- Activities
- Cases
Model Spotler CRM accounts once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other Spotler CRM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Spotler CRM uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Spotler Group if you need help.
04How it works
How it works in DataMind.
-
Pick Spotler CRM.
Open Lake, pick Spotler CRM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Spotler CRM API docs.
-
Answer a few questions.
The AI reads the Spotler CRM documentation, then asks which credentials you will use, which data to sync (for example accounts and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Spotler CRM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
