Connect SimpleKPI and spotler crm to Build Intelligent Automations

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SimpleKPI

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spotler crm

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Enable Integrations or automations with these events of SimpleKPI and spotler crm

Enable Integrations or automations with these events of SimpleKPI and spotler crm

Actions

Add KPI entry

Add KPI entry

Add a KPI data entry with a date, actual and target values, and optional notes.

Update KPI entry

Update KPI entry

Update an existing KPI entry for a given date with new actual, target, or notes.

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Frequently Asked Questions

How do I start an integration between SimpleKPI and spotler crm?

To start, connect both your SimpleKPI and spotler crm accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in spotler crm (or vice versa).

Can we customize how data from SimpleKPI is recorded in spotler crm?

Absolutely. You can customize how SimpleKPI data is recorded in spotler crm. This includes choosing which data fields go into which fields of spotler crm, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SimpleKPI and spotler crm?

The data sync between SimpleKPI and spotler crm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SimpleKPI to spotler crm?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SimpleKPI and spotler crm?

Yes, you can set conditional logic to control the flow of data between SimpleKPI and spotler crm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

SimpleKPI

About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

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spotler crm

About spotler crm

Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.

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