Trusted by Top-Performing Field Sales Teams
Close the Field Activity Gap
Pipedrive excels at visual pipeline management, but field sales teams need more than a Kanban board—they need a map.
- Invisible Activity: Reps make multiple visits daily, but Pipedrive’s Activity Timeline stays empty because mobile logging is too slow.
- Manual Friction: Requiring reps to copy notes from paper into Pipedrive destroys the simplicity that makes Pipedrive great.
- Missed Follow-Ups: Without map visualization, reps drive past active deals without stopping in.
Give Reps a Map-Based Tool They’ll Actually Use
SPOTIO is a mobile-first platform built specifically for field sales. Reps see leads on a map, log calls, update statuses, and plan their day—all from their phone. When you connect SPOTIO to Pipedrive via Zapier, every field action flows into your pipeline automatically. Reps stay productive; Pipedrive stays current.
- Simple Deal Creation: “Qualified” leads in SPOTIO create Pipedrive Deals, assign them to reps, and drop them into your first pipeline stage—automatically.
- Log Every Knock: Sync SPOTIO visits to Pipedrive Activities (Call, Meeting, or Custom Type) so your effort tracking stays accurate.
- Bi-Directional Updates: Configure Zaps to update SPOTIO pins when Pipedrive deals change stages—turn pins green when deals reach “Proposal Sent”.
Key Capabilities That Eliminate Pipeline Gaps
- One-Tap Activity Logging — Reps log visit results in seconds. That data flows to Pipedrive Notes and Activities without opening the Pipedrive app.
- Territory Visualization — Pipedrive shows what needs closing. SPOTIO shows where it is. Cut territories, assign leads on the map, then sync ownership to Pipedrive.
- Flexible Field Mapping — Map your unique Pipedrive custom fields to SPOTIO, from contact details to deal qualifiers, for seamless data transfer.
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.
What Our Customers Say
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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FAQs
Find answers to common questions about the SPOTIO integration with Pipedrive.
This integration leverages Zapier, the industry standard for connecting apps. Zapier allows you to build workflows (Triggers and Actions) that feel seamless to the end user.
Yes. A single trigger in SPOTIO (e.g., “New Lead”) can trigger a multi-step Zap that creates a Person Contact, an Organization, and a linked Deal in Pipedrive simultaneously.
Yes. Zapier allows you to map SPOTIO data to any standard or custom field inside your Pipedrive instance.
Many basic integrations work on Zapier’s free tier. However, for multi-step Zaps (e.g., Create Deal + Send Email) or high-volume syncing, a paid Zapier plan is recommended.
The sync speed depends on your Zapier plan. Standard plans sync every 5-15 minutes, while higher-tier plans (and Webhook triggers) can be near-instant.
