Mobile App
Boost sales productivity in the field
Use a central hub for leads, routes, and activity capture – built for field reps.
Trusted by Top-Performing Field Sales Teams
Close the Field Data Gap
Your Salesforce instance is only as powerful as the data inside it. But for field sales teams, logging activity into a traditional CRM while on the road is slow, clunky, and often ignored.
The result? The Field Data Gap.
- Blind Spots: You know where your reps are going, but not what’s happening in the meeting.
- Double Entry: Reps waste hours manually transferring notes from paper to Salesforce.
- Dirty Data: Incomplete records and duplicate leads clutter your system of record.
Give Reps a Mobile Tool They’ll Actually Use
SPOTIO gives field teams the mobile experience they need, while Salesforce powers operations behind the scenes. Our native integration syncs both platforms continuously—no middleware, no extra tools to manage.
- Custom Object Mapping: Sync beyond standard fields—map Parent/Child hierarchies and Custom Objects to match your exact Salesforce schema.
- Instant Updates: A visit logged in SPOTIO appears in Salesforce within seconds.
- Two-Way Flow: Assign a lead in Salesforce and it pops up on the rep’s SPOTIO map instantly.
Capabilities That Eliminate CRM Friction
- One-Tap Activity Logging: Stop asking reps to “update the CRM tonight.” One tap in SPOTIO logs visits, calls, emails, and texts directly to Salesforce Tasks or Events.
- Control Your Data with “Selective Sync”: Sales Ops leaders love this: filter exactly which data flows between platforms. Only want “Qualified” leads in Salesforce? Set the criteria once and keep your CRM pristine.
- Granular Field Mapping: Map standard fields (Status, Date) and custom input types (SingleChoice, MultiLine, Currency) to match your workflow. You define the sync rules—Salesforce wins, SPOTIO wins, or most recent update wins.
Five Steps to Live Data Sync
We’ve simplified the technical heavy lifting into a user-friendly setup.
- Authenticate: Admin logs into SPOTIO and clicks “Log In to Salesforce” (Production or Sandbox).
- Map Objects: Connect your SPOTIO DataObjects to Salesforce Objects. Define the relationship (e.g., Account = Contact).
- Set Direction: Choose One-Way (Push/Pull) or Bi-Directional sync.
- Field & User Mapping: Map your users (Salesforce User ID = SPOTIO External ID) and align your custom fields.
- Go Live: Turn on the sync. Data begins flowing instantly.
Pro Tip for Ops: Use the “Skip Geocoding” feature to preserve your original Salesforce address data while still visualizing the pins on the SPOTIO map.
Your Complete
Field Sales 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.
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.
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.
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.
FAQs
Find answers to common questions about the SPOTIO integration with Salesforce.
This is a near real-time sync. When a rep logs an activity or updates a record in SPOTIO, information appears in Salesforce within seconds (and vice versa).
No. This is a native, no-code integration. You can configure authentication, object mapping, and sync rules entirely through the SPOTIO Admin settings UI.
Yes. We use “Selective Sync.” You can set criteria (e.g., Only sync to Salesforce if Stage = ‘Qualified’ AND Visit Result = ‘Appointment Set’). This ensures only high-value data enters your system of record.
You can map SPOTIO activities (Visits, Calls, Emails, Texts) to either Tasks or Events in Salesforce. We support detailed field mapping for these activities, including Duration, Result, Lat/Long, and Notes.
We support deep mapping for custom fields. You can map SPOTIO input types (like SingleChoice, Date, Number, Currency) directly to their Salesforce equivalents (Picklist, Date, Number, Currency).
