Setting up Spotler Leads to manually assign to CRM Zoho

This integration is designed to help customers manually decide which leads they want to either associate with their CRM record, or if one does not exist then to create the lead record in the CRM.

So instead of pushing all of the data automatically into the CRM, it is a choice the customer can make which to push and which to keep within the Spotler Leads grid.

How to set up the Integration

Go to Spotler Leads > Admin > Integration Admin > CRM.

Then edit the details as below.

  • Zoho URL: The URL that you use to access your Zoho account
  • Auth Token: The API token that can be accessed from your Zoho CRM System