STEP 1
Select Spotler CRM in workflow
Pick Spotler CRM app in the workflow builder [4] - just one click to select the app.
Spotler CRM Integration
CRM for contacts, opportunities, and sales pipeline management. Turn Spotler CRM record changes into automated workflows for sales and customer teams. Start with Watch Contacts, then connect actions such as Get a Contact and Get Documents to what happens next.
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Supported triggers and actions for Spotler CRM integration
Triggers can detect changes in Spotler CRM and run actions that can create, search or modify data inside Spotler CRM automatically [3] — exactly how you set them.
- Watch ContactsTriggers when a contact is created or updated.
- Watch OpportunitesTriggers when an opportunity is created or updated.
- Get a ContactRetrieve a contact by id.
- Get DocumentsRetrieves all documents.
- Get OpportunitiesRetrieves all opportunities.
- Create a ContactCreates a contact.
- Create an OpportunityCreates an opportunity.
- Delete a ContactDeletes an existing contact.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a contact.
How to integrate Spotler CRM in automation workflow?
3 simple steps to make your Spotler CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Spotler CRM
When prompted, authorize access to Spotler CRM in WEXTL once. Spotler CRM credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Spotler CRM account. Approve?
STEP 3
Build a workflow
Build your workflow with Spotler CRM yourself or with WEXTL® AI Builder. Connect Spotler CRM to any available integrations [5], or use HTTP node to go beyond them.
Spotler CRM
How Spotler CRM connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Spotler CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Spotler CRM supports.
The following table illustrates what fields Spotler CRM integration require during authorization flow inside our workflow builder [4].
Connect Spotler CRM
Access Token*Text
••••••••
Demonstration of Spotler CRM connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Access TokenRequired | text | You can generate Access Token at |
Connect Spotler CRM to popular apps on WEXTL
Enter a name of the other app you want to sync with Spotler CRM below. Click on selected app to explore integration options with Spotler CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Spotler CRM integration
Select Watch Contacts trigger from Spotler CRM - this will be a starting point in your automation. Whenever event happens in Spotler CRM, workflow will start [7] from Watch Contacts node.
Search for Delete a Contact, connect it as the next step of integration sequence. You can use filters between Watch Contacts and Delete a Contact, so only important data pass from Watch Contacts to the next step. WEXTL gives you full control over the process of Spotler CRM automation. All parts of workflow are visible on the canvas [4].
Spotler CRM on WEXTL has 10 modules for combining crm automations. Explore Spotler CRM documentation for more.
Video slide demonstrates how Watch Contacts and Delete a Contact [6] nodes are used in Spotler CRM workflow.
Frequently asked questions
Common questions about automating Spotler CRM in your workflows.
Spotler CRM has 2 triggers, including "Watch Contacts" and "Watch Opportunites". Triggers are start points of the workflow, and automations may start from them.
Integration has 8 actions, including "Get a Contact", "Get Documents", and "Get Opportunities", and more. Refer to our Spotler CRM Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Spotler CRM integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Spotler CRM official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Spotler CRM provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Spotler CRM or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Spotler CRM inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Spotler CRM modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Spotler CRM integration.
- Spotler CRM integration source code, module specs and credentials implementation.
- Internal Spotler CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Spotler CRM vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Spotler CRM App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation