Spotio Integrations

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Google Sheets

Google, Spreadsheets

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JobNimbus

CRM (Customer Relationship Management)

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Documents, Zapier

Salesforce

CRM (Customer Relationship Management)

Pipedrive

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Slack

Team Chat

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Google Sheets

Google, Spreadsheets

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JobNimbus

CRM (Customer Relationship Management)

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Documents, Zapier

Salesforce

CRM (Customer Relationship Management)

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Google Sheets

Google, Spreadsheets

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Developer Tools, Zapier

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Popular ways to use Spotio workflows

Create New JobProgress leads from new ones in Spotio
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Spotio + JobProgress
More details
When this happens
Step 1: Lead Created
Then do this
Step 2: Create Lead
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Create New JobProgress leads from new ones in Spotio
Create New JobProgress leads from new ones in Spotio
Spotio + JobProgress
Update JobProgress leads when they are updated in Spotio
Try it
Spotio + JobProgress
More details
When this happens
Step 1: Lead Updated
Then do this
Step 2: Update Lead
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Update JobProgress leads when they are updated in Spotio
Update JobProgress leads when they are updated in Spotio
Spotio + JobProgress
Add or Update JobProgress documents when they are added to Spotio leads
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Spotio + JobProgress
More details
When this happens
Step 1: Document Added to Lead
Then do this
Step 2: Add Document
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Add or Update JobProgress documents when they are added to Spotio leads
Add or Update JobProgress documents when they are added to Spotio leads
Spotio + JobProgress
Add new Spotio leads to AccuLynx
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Spotio + AccuLynx
More details
When this happens
Step 1: Lead Created
Then do this
Step 2: Create Lead
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Add new Spotio leads to AccuLynx
Add new Spotio leads to AccuLynx
Spotio + AccuLynx
Share updates from Spotio as funnel events to Facebook Conversions
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Spotio + Facebook Conversions
More details
When this happens
Step 1: Lead Stage Changed
Then do this
Step 2: Send Funnel Event
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Share updates from Spotio as funnel events to Facebook Conversions
Share updates from Spotio as funnel events to Facebook Conversions
Spotio + Facebook Conversions
Add new Spotio leads to Builder Prime
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Spotio + Builder Prime
More details
When this happens
Step 1: Lead Created
Then do this
Step 2: Create Client Record
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Add new Spotio leads to Builder Prime
Add new Spotio leads to Builder Prime
Spotio + Builder Prime
Send funnel events to Facebook Conversions from Spotio
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Facebook Conversions
More details
When this happens
Step 1: Send Funnel Event
See Zap details Try it
Send funnel events to Facebook Conversions from Spotio
Send funnel events to Facebook Conversions from Spotio
Facebook Conversions

Supported triggers and actions

What does this mean?

Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Trigger
Instant
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Trigger
Instant
Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Trigger
Instant
Appointment for Lead Created
Triggers when appointment for lead is created.
Trigger
Instant
Document Added to Lead
Triggers when document is added to lead.
Trigger
Instant

Lead Created
Triggers when lead is created.
Trigger
Instant
Lead Created or Updated
Triggers when lead is created or updated.
Trigger
Instant

Lead Stage Changed
Triggers when lead stage changes.
Trigger
Instant

Spotio
Triggers when lead is updated.
Instant
Trigger
Spotio
Triggers when note for lead is created.
Instant
Trigger
Spotio
Send a chat message as spotio bot to a specified user.
Scheduled
Action
Spotio
Create activity for leads.
Scheduled
Action
Spotio
Create activity note for leads.
Scheduled
Action
Spotio
Create appointment.
Scheduled
Action
Spotio
Create image for lead.
Scheduled
Action
Spotio
Create lead.
Scheduled
Action
Spotio
Enroll Contact to Autoplay
Scheduled
Action
Spotio
Update lead.
Scheduled
Action
Spotio
Find activity by activityId.
Scheduled
Action
Spotio
Find lead by address and address unit.
Scheduled
Action
Spotio
Find lead by lead fields.
Scheduled
Action
Spotio
Find lead by custom field value.
Scheduled
Action
Spotio
Find lead by email.
Scheduled
Action
Spotio
Find lead by externalLeadId.
Scheduled
Action
Spotio
Find or Create Activity
Scheduled
Action
Spotio
Find or Create Lead
Scheduled
Action
Spotio
Find or Create Lead
Scheduled
Action
Spotio
Find or Create Lead
Scheduled
Action
Spotio
Find or Create Lead
Scheduled
Action
Spotio
Find or Create Lead
Scheduled
Action
Spotio
Find or Create Lead
Scheduled
Action

About Spotio

SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.

Related categories

Sales & CRM

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Popular Spotio Integrations