Connect PerfectView with Spotler and automatically synchronize CRM contacts for targeted email marketing. Always up-to-date lists based on your PerfectView data.
Table of contents
1. Connect to Perfectview
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2. Connect to Spotler
Log in to your Spotler Mail+ account — Go to https://login.mailplus.nl/web-login/login and log in.
Go to Settings > Integrations > Configurations
Navigate in your Spotler Mail+ account to Settings > Integrations > Configurations.
Add a new authentication — Click Add a new authentication and indicate whether you want to create a new field or use an existing field to map the external ID of contacts.
Copy the key and secret — Copy the values of Authentication Key and Authentication Secret from the newly configured REST API.
Paste the details into Combidesk — Enter your consumer key in the first field and your consumer secret in the second field. Then click Test and save.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these Perfectview steps:
Contact person export
Do you want to export all existing contact persons from Perfectview?Transfer "particulieren"
Do you want to transfer "particulieren" too?
Configure these Spotler steps:
Permission mapping
Enter a mapping between Spotler permissions and Perfectview characteristics here in the format: permission_name1=characteristic_name1;permission_name2=characteristic_name2;Service level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.