Saasu + Spotler CRM
Add your new contacts from Saasu to Spotler CRM
Make sure you new customers in Saasu remain happy by following them up in Spotler CRM. Keep in contact with old customers by scheduling reminders and sending them regular newsletters about your products and services. Solve any customer satisfaction issues using the Customer Service & Support module.
Make sure you new customers in Saasu remain happy by following them up in Spotler CRM. Keep in contact with old customers by scheduling reminders and sending them regular newsletters about your products and services. Solve any customer satisfaction issues using the Customer Service & Support module.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Finds an account within your CRM.
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created.
Try ItFirst NameRequired
Last NameRequired
CompanyId
Email
Position Title
Website Url
Primary Phone
Home Phone
Other Phone
Mobile Phone
Fax
Partner?
Customer?
Supplier?
Contractor?
LinkedIn Profile
Twitter
Skype
Custom Field 1
Custom Field 2
Street Address
City
State
Postcode
Country
Invoice TypeRequired
Transaction TypeRequired
Billing Contact
Transaction DateRequired
Invoice Number
Purchase Order Number
Summary
Due Date
Currency
Foreign exchange rate
Auto Populate Fx Rate
Is Tax Included?
Description
AccountRequired
Tax Code
Amount
Tags
Internal Notes
External Notes
Requires Follow Up
Sent To Contact
Quick Payment - Date Paid
Quick Payment - Date Cleared
Quick Payment - Bank Account
Quick Payment - Amount
Quick Payment - Reference
Quick Payment - Summary
Email
First NameRequired
Last NameRequired
CompanyId
Email
Position Title
Website Url
Primary Phone
Home Phone
Other Phone
Mobile Phone
Fax
Partner?
Customer?
Supplier?
Contractor?
LinkedIn Profile
Twitter
Skype
Custom Field 1
Custom Field 2
Street Address
City
State
Postcode
Country
New Invoice
Triggers when a new invoice is created.
Try ItInvoice TypeRequired
Transaction TypeRequired
Billing Contact
Transaction DateRequired
Invoice Number
Purchase Order Number
Summary
Due Date
Currency
Foreign exchange rate
Auto Populate Fx Rate
Is Tax Included?
Quantity
Inventory ItemRequired
Description
Tax Code
Unit Price
Percentage Discount
Tags
Internal Notes
External Notes
Requires Follow Up
Send To Contact
Quick Payment - Date Paid
Quick Payment - Date Cleared
Quick Payment - Bank Account
Quick Payment - Amount
Quick Payment - Reference
Quick Payment - Summary
Email
First Name
Last Name
Type
Try It
