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UNIFY YOUR SALES TECH

Sales Integrations Made Simple

Stop managing data across disconnected systems. SPOTIO integrates natively with your CRM, connects to industry-specific tools via Zapier, and offers a robust API to create unified workflows that eliminate manual data entry and ensure accuracy.

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Capture Accurate Data, Unify Your Sales Tech Stack

DATA ACCURACY

Maintain Perfect CRM and Field Data Synchronization

Stop chasing down data discrepancies between systems. Real-time, bi-directional sync ensures field activity captured in SPOTIO flows seamlessly into your CRM, while territory and account updates sync back instantly — delivering the data integrity your forecasts depend on.

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ELIMINATE MANUAL WORK

Automate Data Flows and Reduce Admin Overhead

Reclaim the hours your team loses to manual entry and platform switching. SPOTIO triggers automated workflows in your existing tools based on field activity, creating streamlined processes that reduce operational burden while improving data quality.

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GET UP AND RUNNING FASTER

Deploy in Days with Native Integrations

Leverage pre-built connectors and our extensive Zapier library to integrate SPOTIO with your existing tech stack in days, not months. Consistently rated “Most Implementable” on G2 because deployment shouldn’t disrupt your current operations.

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FIT ANY WORKFLOW

Build Custom Solutions with Our Open API

Don’t retrofit your processes to fit another vendor’s limitations. Our robust REST API and webhook architecture give your development team the flexibility to create custom integrations and automation that match your exact workflow requirements.

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Trusted by Top-Performing Field Sales Teams

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Connect Your Way: A Solution for Every Tech Stack

 Whether you need a deep, seamless connection to your CRM, a quick link to a niche app, or a fully custom solution, our flexible integration framework has you covered.

Native CRM Integrations

Get the most powerful and reliable connection with our pre-built, bi-directional integrations for leading CRMs like Salesforce, HubSpot, Zoho, and Microsoft Dynamics. Benefit from advanced features like selective sync and field mapping.

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The SPOTIO Advantage

A great field sales platform shouldn’t live in isolation. We built SPOTIO to be a team player that enhances your existing tools and workflows.

SPOTIO enhances your CRM with best-in-class field sales functionality. We make your system of record more powerful by feeding it accurate, real-time field data it could never capture on its own.

Whether you’re a sales manager who needs a quick Zapier workflow or a developer building a custom solution with our API, our platform provides the right level of power and flexibility for every use case.

Integrate with confidence. With support for enterprise-grade Single Sign-On (SSO) and SOC 2 compliance, our platform is designed to meet the strict requirements of your IT department.

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Featured Integrations

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Your Complete Field Sales
Integration Solution

Integrations aren’t just about connecting systems—they’re about creating a unified platform that eliminates workflow friction and data gaps. Every SPOTIO feature works together to create seamless data flows that keep your field team focused on selling.

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Mobile App

Boost sales productivity in the field

Use a central hub for leads, routes, and activity capture – built for field reps.

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Activity Tracking

Capture sales interactions in real-time

Complete field activity capture with location verification and one-tap logging.

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HighValue Prospects
Lead Management

Identify and convert high-value prospects

Qualify, prioritize, and track leads throughout your sales process.

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Territory Management

Allocate coverage for maximum revenue

Create boundaries, assign reps, and control lead access by territory.

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Route Optimization

Optimize routes to maximize selling time

Maximize daily visits while minimizing travel time and fuel costs.

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Sales Prospecting

Find & prioritize prospects by sales territory

Location-based prospecting with qualification data to build pipeline.

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Pipeline Management

Track deal progression through close

Visualize opportunities from first contact through final sale.

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Task Automation

Streamline repetitive admin work

Complete data entry, follow-ups, and updates from the field.

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SPOTIO AI

Guidance from your field sales co-pilot

Access intelligent guidance for how-to questions and your sales process.

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Sales Intelligence

Transform data into revenue insights

Analyze performance patterns and identify growth opportunities.

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Data-driven Insights

Track the KPIs that drive revenue growth

Connect daily activities to sales outcomes using the metrics that matter most to you.

Performance Analytics
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Sales Coaching

Empower every rep to be a top performer

Use performance data to guide training and skill development.

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Sales Leaderboards

Foster success with healthy competition

Motivate reps with real-time performance rankings and visible goals.

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Start Tracking Field Sales Performance

Get real-time data that drives coaching, performance, and results — all in one platform.

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Customer Success Stories

“If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.”

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Shirley Mike
Chief Sales Officer
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If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.

Read Full Testimonial
Mike Shirley
Chief Sales Officer @ HomePro

HomePro is a premier provider of home technology that partners with residential builders to create custom solutions for home buyers during the sales process. HomePro has been very successful with steady year-over-year growth. On average, the company installs top-of-the-line smart home technology and security systems in over 30,000 homes per year.

The Problem:

Due to increased partner and consumer demand, HomePro was growing rapidly. This growth was good for revenue, but made it difficult for the sales team to keep up with the huge influx of demand using their existing process and CRM. This situation led to a variety of challenges that needed to be solved:

  • Lack of visibility for leadership to see field activity
  • Upset customers from missed appointments or follow-ups
  • Difficult to keep reps accountable for assigned leads
  • CRM data became inaccurate because of a lack of timely updates
  • Existing process was manual, time consuming, and created confusion for sales
  • Difficult to identify issues and opportunities in the process or team members

The Solution:

ACTIVITY TRACKING & AUTOMATION

The SPOTIO mobile app made it easy and fast for reps to organize their appointments, provide status updates and meeting notes, and automate tasks and communications to their prospective customers.

MULTI-CHANNEL COMMUNICATIONS

By adopting SPOTIO’s multi-channel communications (MCC), HomePro reps could call, email, and even text directly from the app, while providing a detailed conversation history on every lead for future review.

DIRECT CRM INTEGRATION

Connecting SPOTIO directly with their existing CRM made it drastically easier and faster to update records for reps, which ensured system data was entered more timely and accurately than ever before.

PIPELINE VISIBILITY

More accurate and timely reporting meant that sales leaders could finally see how the process and team members were performing, easily identify issues or opportunities for improvement, and provide better individual coaching.

Mike Shirley
Chief Sales Officer @ HomePro

“If you want to know how your salespeople are doing.

Read Full Testimonial
Jennie Nichols
Chief Sales Officer

If you want to know how your salespeople are doing, there’s not a better tool on the market. I truly believe that.

Jennie Nichols
Chief Sales Officer
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FAQs

Find answers to common questions about SPOTIO integrations and the SPOTIO API.

Our native integrations create a real-time, bi-directional sync between SPOTIO and your CRM. Activities logged in SPOTIO are instantly updated in your CRM, and account data from your CRM is available to your reps in the field.

That’s what our Zapier integration is for. Zapier connects to over 6,000 popular business apps, allowing you to create automated workflows between SPOTIO and virtually any other tool in your stack.

Yes, our REST API is a tool for developers to build custom solutions. For non-technical users who want to create automated workflows, our Zapier integration is the perfect no-code solution.

For many small to mid-sized teams, yes. SPOTIO has robust lead, pipeline, and contact management capabilities. However, our greatest strength is enhancing an existing enterprise CRM with best-in-class field sales functionality.

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