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. Logging field activity from the road has always been the hardest piece to capture, which leaves gaps that make records harder to trust.
The result? The Field Data Gap.
- Blind Spots: You can see where reps are going, but not what happened in the meeting.
- Double Entry: Reps lose hours transferring notes into Salesforce after the day ends.
- Dirty Data: Missed activity and duplicate leads make it harder to act on what’s in your CRM.
A Mobile Experience Built for the Field
SPOTIO gives field teams a mobile experience designed for how they work, with every activity syncing to Salesforce through our native integration. 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.
- Timely Updates: A visit logged in SPOTIO appears in Salesforce within seconds.
- Two-Way Flow: Assign a lead in Salesforce and it appears on the rep’s SPOTIO map instantly.
Capabilities That Eliminate CRM Friction
- Fast Mobile Activity Capture: Reps log visits, calls, emails, and texts from the field, and the data flows directly to Salesforce Tasks or Events.
- Selective Sync: Filter exactly which data flows between platforms. Set criteria once so only qualified records enter your CRM.
- Granular Field Mapping: Map standard fields (Status, Date) and custom input types (SingleChoice, MultiLine, Currency) to match your workflow. You define the conflict 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. SPOTIO also integrates with Outlook, Google Calendar, SalesScreen, and Zapier, so your Salesforce workflow fits into the rest of your team’s stack.
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).
SPOTIO is purpose-built to extend Salesforce into the field. Salesforce remains your system of record, and SPOTIO feeds it the real-time field activity it can’t capture on its own.
See SPOTIO in Action
- Territory management and route optimization
- Location-verified activity tracking
- DASH AI visit prep and follow-up
- Integrations with your CRM and tools
Get a Demo
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