Spotio

Spotio Integrations

  • Add Google Sheets spreadsheet rows for new or updated Spotio pins

    Keep a log of the pins created or updated in Spotio by automatically archiving each one in a Google Sheets spreadsheet.

    How It Works

    1. A Spotio pin is created or updated
    2. Zapier adds the pin's details to your Google Sheets spreadsheet as a new row

    What You Need

    • Google Sheets account
    • Spotio account
  • Create Salesforce leads from new or updated Spotio pins

    Streamline your sales process by connecting Spotio to Salesforce, automatically creating leads for each new or updated pin.

    Note: Salesforce requires a last name and company name when importing leads from another app.

    How It Works

    1. A Spotio pin is created or updated
    2. Zapier uses the pin's details to add a lead to Salesforce

    What You Need

    • Spotio account
    • Salesforce account
  • Create Google Calendar events for new Spotio appointments

    Use this Zapier integration to turn new or updated Spotio pins that have a set appointment into future Google Calendar events.

    How It Works

    1. A Spotio pin is created or updated with a set appointment
    2. Zapier creates a Google Calendar event using the Spotio pin details

    What You Need

    • Spotio account
    • Google Calendar account
  • Add Spotio appointments to Google Calendar

    The Spotio app already send your appointments to your phone's calendar but what if you want to sync appointments across your whole team? There's no easier way than using this automation to send your Spotio appointments to a Google Calendar.

    How it works

    1. A new pin is created on Spotio
    2. Zapier creates an event on Google Calendar

    What You Need

    • Spotio account
    • Google account
  • Create new Zoho CRM leads from new or updated Spotio pins

    It can be easy to forget to log things down during a busy day of door to door sales, but you won't ever have to worry about that if you use Zapier automation. Just set up this Spotio Zoho CRM integration and we'll make sure to create a new lead on Zoho CRM automatically whenever you drop a new pin on Spotio or update its information, so you can focus on getting through them all efficiently.

    How It Works

    1. A new pin is added or updated on Spotio
    2. Zapier automatically creates a lead on Zoho CRM

    What You Need

    • Spotio account
    • Zoho CRM account
  • Get text notifications for new or updated Spotio pins

    Whether a lead has been added in your Spotio account or the details of an existing lead have been updated, use this Zapier integration to get a text message alert with the scoop on what's new.

    How It Works

    1. A pin is added or updated in Spotio
    2. Zapier sends a text message to your phone with pin details

    What You Need

    1. Spotio account
  • Add MailChimp subscribers for new or updated Spotio pins

    Want to guarantee all those leads see your email marketing? Bring them into MailChimp from Spotio automatically with this Spotio MailChimp integration and you won't have to worry about it again. It will trigger with every updated or new Spotio pin once active, adding a subscriber on MailChimp for each on automatically so your lists always have the latest names.

    How It Works

    1. A new Spotio pin is created or updated
    2. Zapier automatically adds a subscriber to MailChimp

    What You Need

    • Spotio account
    • MailChimp account
  • Create Zendesk Sell leads from new or updated Spotio pins

    Streamline your sales process by connecting Spotio to Zendesk Sell, automatically creating or updating contacts for each new or updated pin.

    Note: Zendesk Sell needs a last name or company name when importing contacts from elsewhere.

  • Send emails via Gmail for new or updated Spotio pins

    Keep your co-worker, whole team or the recipient of your choice in the loop by automatically sending an email from your Gmail account after Spotio pin has been created or updated.

    How It Works

    1. A Spotio pin is created or updated
    2. Zapier sends an email via Gmail to the recipient of your choice using details from the Spotio pin

    What You Need

    • Spotio account
    • Gmail account
  • Add or update Spotio pins on Smartsheet as new rows

    Keeping a record of all your Spotio locations on Smartsheet? We can help you stay organized if it ever gets too much for you. Just turn on this Spotio Smartsheet integration and we'll do the rest, taking every new pin you create or update on Spotio and using the information to add a new row to any Smartsheet you define.

    How It Works

    1. A new Spotio pin is created or updated
    2. Zapier automatically adds a row on Smartsheet

    What You Need

    • Spotio account
    • Smartsheet account
  • Send emails to new Spotio customers to remind them of appointments

    Are you tired of manually sending emails to the Spotio customers to remind them they set an appointment? Once this integration is configured, lead with "Appointment Set" status will get email automatically, while you spend your time on more important tasks.

    How this Spotio-Email by Zapier reminder works

    1. A new or updated pin with "Appointment Set" status is captured
    2. Zapier sends your email to customer

    Apps Involved

    • Spotio - make sure you have an existing lead
    • Email by Zapier
  • Create or update Infusionsoft contacts from new or updated Spotio pins

    Streamline your sales process by connecting Spotio to Infusionsoft, automatically creating or updating contacts for each new or updated pin.

    Note: Infusionsoft requires an email when importing contacts from another app.

    How It Works

    1. A Spotio pin is created or updated
    2. Zapier uses the pin's details to add or update an Infusionsoft contact

    What You Need

    • Spotio account
    • Infusionsoft account
  • Update pin statuses on Spotio for new Salesforce tasks

    Need to make sure your Spotio reflects any changes in your sales pipeline? Let us step in to keep things organized, updating a pin's status on Spotio in response to new tasks created on Salesforce according to your settings with this Salesforce Spotio integration.

    How It Works

    1. A new task is created on Salesforce
    2. Zapier automatically updates a pin status on Spotio

    What You Need

    • Salesforce account
    • Spotio account
  • Send emails for new or updated Spotio pins

    Keep your co-worker, whole team or the recipient of your choice in the loop by automatically sending an email after you've added or updated a Spotio pin.

    How It Works

    1. A Spotio pin is created or updated
    2. Zapier sends an email to the recipient of your choice using details from the Spotio pin

    What You Need

    • Spotio account
  • Add new contacts on Insightly for new or updated Spotio pins

    Using Insightly to store all the contact information for your Spotio locations? We can help save you some time by copying all of it over for you automatically. Once you you activate this Spotio Insightly integration it will trigger for any new or updated pin on Spotio, automatically sending the information to Insightly and creating a new contact on the system as a result.

    How It Works

    1. A new pin is added or updated on Spotio
    2. Zapier automatically adds a contact to Insightly

    What You Need

    • Spotio account
    • Insightly account
  • Create SugarCRM contacts from new or updated Spotio pins

    Streamline your sales process by connecting Spotio to SugarCRM, automatically creating or updating contacts for each new or updated pin.

    Note: SugarCRM requires an individual's last name when importing contacts from another app.

    How It Works

    1. A Spotio pin is created or updated
    2. Zapier uses the pin's details to add a SugarCRM contact

    What You Need

    • Spotio account
    • SugarCRM account
  • Mail Thankster handwritten cards when new pins are created in Spotio

    Using handwritten cards and mailing to customers and prospects is a very effective lead gen tool, as it delights recipients and builds long term good-will. Instead of doing this by hand - get stationery, write message (watch those typos!), find stamp, put in mail - use Zapier to do it automatically. Once you set up this Spotio-Thankster integration, every time you create a new pin in Spotio a handwritten card will be created and mailed.

    How It Works

    1. A new pin is created in your Spotio account
    2. Zapier passes the mailing address for that pin to Thankster, along with the text of the message
    3. Thankster turns that into a card that uses natural looking handwriting and puts it in the mail

    Note: You can create a card template beforehand in Thankster (including cover design and handwriting style), or choose a generic card when you create your Zap.

    What You Need

    • Spotio account
    • Thankster account
  • Add Zoho Creator records for new Spotio pins

    If you've got a Zoho Creator app going through your Spotio location data, you can use this Zap to automate data entry and keep you as efficient as possible. Once you've finished setting it up, every new pin added on Spotio (or any update to an existing one) will trigger a new record for your Zoho Creator form automatically, so you can focus on your sales and processes, letting us worry about keeping track of the rest.

    How It Works

    1. A new pin is added on Spotio
    2. Zapier automatically adds a Zoho Creator record

    What You Need

    • Spotio account
    • Zoho Creator account
  • Create new PipelineDeals people for new or updated Spotio pins

    If you've got a busy day of traveling sales before you, the last thing you want to worry about is losing track of all those valuable contacts, or forgetting where you met them. If you set up this PipelineDeals Spotio integration, however, you'll have an automated assistant to take care of that for you. From then on, every new pin you create or update will add a new person to PipelineDeals automatically, keeping an updated, matching record for you behind the scenes.

    How It Works

    1. A pin is created on Spotio
    2. Zapier automatically creates or updates a new person on PipelineDeals

    What You Need

    • Spotio account
    • PipelineDeals account
  • Create tasks on Wunderlist for newly created or updated Spotio pins

    Keeping tack of your sales tasks on Wunderlist? Make sure your Spotio information keeps coming in as efficiently as possible by connecting the two services with some Zapier automation. This Spotio Wunderlist integration will then create a new task on Wunderlist with every detail you need from any new or updated pin on Spotio it detects after being set up.

    How It Works

    1. A new pin is added or updated on Spotio
    2. Zapier automatically adds a task to Wunderlist

    What You Need

    • Spotio account
    • Wunderlist account
  • POST updated or new Spotio pins to a webhook URL

    Need your Spotio information to end up somewhere else? We can move it along with Zapier's native webhook functionality. Once active, this automation will trigger for each new or updated pin on Spotio, automatically using the information to POST a payload to the webhook URL you indicate.

    How It Works

    1. A new Spotio pin is created or updated or updated
    2. Zapier automatically makes a POST to a webhook URL

    What You Need

    • Spotio account
  • Add new events on Office 365 for new or updated Spotio pins

    Tired of scheduling all those meetings and visits yourself? We can handle the connection between Spotio and Office 365 so you never have to worry about that again. Just set up this Spotio Office 365 integration to have it trigger for new or updated pins on Spotio, automatically adding a new event on Office 365 with the information from each one.

    How It Works

    1. A new Spotio pin is created or updated
    2. Zapier automatically creates an event on Office 365

    What You Need

    • Spotio account
    • Office 365 account
  • Add new leads on ClinchPad for updated or new Spotio pins

    Thinking about better ways to make sure you follow up with all the people associated with your Spotio pins? How about a little automated lead creation on ClinchPad? This Spotio ClinchPad integration will take care of it for you, adding a new lead to ClinchPad for every new Spotio pin that you create or update after that.

    How It Works

    1. A new Spotio pin is created or updated
    2. Zapier automatically adds a lead to ClinchPad

    What You Need

    • Spotio account
    • ClinchPad account
  • Add quick events to Google Calendar from new and updated Spotio pins

    Spending too much time with all the details for every new event you prepare for your sales activities? Try some automated parsing to simplify your life. This Spotio Google Calendar integration will trigger with every new or updated pin you create on Spotio, automatically sending the data to Google Calendar where scheduling information will be parsed out of it to create a new event using Google's quick add event function.

    How It Works

    1. A new Spotio pin is created or updated
    2. Zapier automatically creates a quick event on Google Calendar

    What You Need

    • Spotio account
    • Google Calendar account
  • Add tasks to Todoist for new or updated Spotio pins

    Want to make sure you can follow up with all those different homes without forgetting one? Use this Spotio-Todoist integration to keep everything organized for you. It will trigger whenever you create or update a pin on Spotio, using the information to automatically add a new task on Todoist every time.

    How It Works

    1. A new pin is added or updated on Spotio
    2. Zapier automatically creates a task on Todoist

    What You Need

    • Spotio account
    • Todoist account

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Spotio Integration Details

Launched on Zapier August 21, 2014

Zapier combines Triggers (like "New or Updated Pin") and Actions (like "Create Pin") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Spotio Triggers, Searches, and Actions are supported by Zapier:

Create Pin

Creates pin in Spotio

Update Pin Status

Updates pin status in Spotio

New or Updated Pin

Triggers when a pin is created, updated, or both.

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Door to door sales tracking that's fast and easy to use, with maps and reports that keep you in the know. Available for iOS, Android, and mobile web, Spotio lets you keep track of the progress of your sales force on the ground.