How to Integrate Nectar CRM with Spotter - V2

NectarCRM is the combination of methodology and software, united in a consultative implementation to accelerate your sales.

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

1. Private Token Configuration.

a. Access the NectarCRM website and log in to your account;

b. Locate and Copy your private token via the Settings > Integrations > API > Generate Token menu. 

2.  Access the website and log in with a Manager account on the Exact Spotter page.

a. Enter your email, password and click Login.

3.  Go to the menu Settings > Integrations > CRM > and insert the Private Token copied in the NectarCRM page in the Token Adm field. Mark the desired flags.

• Delete opportunity, contact, activity and organization when going back from the send step to CRM (if checked, will not reuse contact and opportunity if existing in CRM);
• Reuse contact if existing in CRM;

4 . At the end, click Save.

5.  After this process, go to the side menu at the top > Team > Salesperson > choose the desired salesperson and click Edit User.

6. To register the sellers' Token in Spotter, just select the NectarCRM option in the CRM field and fill in the CRM User field with the seller's access email to NectarCRM and click Save. 

That's it, your integration has been carried out.

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