How to Integrate Salesforce with Spotter — Spotter V2

Created by Andre Greiner, Modified on Thu, 22 Jun, 2023 at 11:04 AM by Andre Greiner

    Salesforce  is the company behind the platform of one of the best known CRMs in the world. Build more lasting and meaningful relationships with your customers. Understand your wants and needs better, identify new opportunities to help, and resolve any issues faster with an overview of every customer interaction.

Follow the steps described below to integrate  Exact Spotter  with  Salesforce  quickly and easily:

1.  Log in to the Exact Spotter page . 

a. Enter your email and password. Then click  Sign in .

2.  After  login,  go to  Settings  >  Integrations .


3.  In the  Integrations menu,  access  CRM; 


4.  Select the  Salesforce Integration option ; 



5.  Select the step that the  leads  will be sent to the CRM -  Scheduling  or  Meeting Feedback ; 


6.  Click  Save  in the lower right corner. 



By completing this step in Spotter, the integration will take place automatically the next time you access Sales Force.

IMPORTANT:  Salesforce only allows integrations with Exact Spotter on its Enterprise plan or higher.

To carry out the integration of sellers, you must enter Spotter in Team (Side Menu) > Seller > Edit user in the registration of each one who will use the CRM;

In the “Edit Salesperson” window, it will be necessary to locate the “MORE” button, thus, the checkbox will appear to enable the integration of the salesperson with CRM Salesforce. 



Once selected, the seller will receive an email to confirm the integration.

In the case of integration with Salesforce, it is not necessary to use the integration token.

Once the e-mail is received, the seller must confirm the eligibility to integrate the e-mail with Spotter. That's it, the integration is finished! ?


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