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

Spotio (1.18.16)

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce

Angela Lopez

Anytime a specific Visit Result is done in SPOTIO, Create SFDC associated Account, Contact, and Opportunity.

Lead Updated Visit Result → Create Account/Contact/Opp in SFDC

“Anytime a specific Visit Result is done in SPOTIO, Create SFDC associated Account, Contact, and Opportunity.”

Trusted at companies large and small

This Zap works in 5 steps …

Anytime a lead created or updated is created in Your App

Filter my data in Filter by Zapier

Find or create record in Salesforce

Find or create record in Salesforce

Create record in Salesforce

This Zap uses the following 3 apps

Spotio (1.18.16)

Filter by Zapier

Salesforce

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