How to integrate Spotter with RD Station CRM

Created by Andre Greiner, Modified on Fri, 3 Mar, 2023 at 3:26 PM by Andre Greiner

Control your business process and increase sales using the RD Station CRM by Soluções Digitais. With this integration you can send Exact Spotter leads directly to RD Station CRM , creating more qualified opportunities.


Admin Token Configuration. 


Access the RD Station CRM website and log in to your account;


Locate and Copy your API token by clicking on your Account (located in the upper right corner) > Profile 

 



 

 

After copying the Token, log in to the Exact Spotter page .


Go to menu  Settings > Integrations > CRM


 

Define the  step  that the lead will be sent to the CRM through this option: 



 

After that, insert the RD Token when selecting it as a CRM option: 


 

  At the end, click  Save . 



Seller Token Configuration


Each seller has a unique token in order to direct bookings to their account. Each seller's token is displayed in the seller's RD Station CRM account, in the Account menu (top right menu) > Profile > My profile.


 

To register the sellers' information in  Spotter , just access the  Team menu (Side menu)  >  Sellers  >  Edit user > More , in integrations, select  the RDStationCRM   option  in the CRM  field and fill in the  CRM Token  with the seller's token and click  Save .


 

 

 


 That's it, your integration with RD Station CRM is done! 


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