Trusted by Top-Performing Field Sales Teams
Eliminate Field Sales Blind Spots
When field data lives in text messages or spreadsheets, your business flies blind. SPOTIO acts as the secure link, pushing validated activity data into your CRM/ERP so you always know exactly what is happening in the field.
Automatically sync visits, calls, and new leads into your CRM or ERP, ensuring your data is accurate and your forecast is reliable.
Implementation shouldn’t slow you down. Use our pre-built connectors for Salesforce, HubSpot, and 5,000+ Zapier apps to get up and running quickly without a heavy IT lift.
Need a specialized solution? Our robust Open API and webhooks give your development team the flexibility to build custom connections that match your exact sales process.
Works With the Tools You Already Use
CRM Integrations
Pipedrive
Automate deal creation and feed field activity directly into your pipeline.
Enterprise ERP Solutions
Microsoft Dynamics 365
Seamlessly connect field activity to your entire Microsoft sales and finance stack.
Oracle NetSuite
Ensure financial data accuracy by syncing field activity directly to your system of record.
SAP
Ensure enterprise data integrity and capture a complete audit trail of field activity.
Industry Solutions
Acculynx
Automatically sync leads, photos, and job milestones between the field and the office.
HailTrace
Overlay live storm swaths directly on your map to target damage instantly.
JobNimbus
Streamline project management by syncing field leads and status updates automatically.
SOLO
Push homeowner data and usage stats to generate instant solar proposals.
Productivity & Gamification
Google Calendar & Gmail
View appointments on the map and automatically log client emails.
Microsoft Outlook
Sync your Outlook calendar and automatically log client emails.
And 5,000+ Other Applications
Zapier
Connect SPOTIO to Slack, Asana, Pipedrive, and thousands of other apps without writing a single line of code.
SPOTIO API
For enterprise teams with custom needs, our documented Open API allows you to build bespoke connections to proprietary systems.
Real Feedback from Connected Teams
FAQs
Find answers to common questions about SPOTIO integrations and the SPOTIO API.
We offer flexible connectivity options depending on your stack. For Salesforce, we provide a deep, native 2-way sync built directly into SPOTIO. For HubSpot, Microsoft Dynamics, and Zoho, we utilize robust Zapier connectors to automate workflows and sync data between systems.
Yes. Most integrations are configured to be bi-directional. This means field activity from SPOTIO pushes to your CRM, and territory/account updates from your CRM sync back to SPOTIO, ensuring your field team always has the latest data.
If your tool is cloud-based, we likely connect to it! Through our Zapier integration, SPOTIO connects to over 5,000 applications (like Slack, Asana, Pipedrive, and Quickbooks). For proprietary internal systems, our Open API allows your development team to build custom connections.
Not for most integrations. Our Salesforce, AccuLynx, and Zapier connections are designed to be “Low Code / No Code,” meaning an Admin can set them up using simple menus and mapping tools. You typically only need a developer if you are building a custom solution using our Open API.
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.
