The Spruce integration with Commusoft allows Enquiries created in Spruce to be automatically converted into opportunities within Commusoft, along with the associated notes. This integration eliminates the need for manual data entry and ensures that sales teams can respond efficiently to new enquiries.
Commusoft plan: Sales Starter+
Locate the Integration
➡️ Go to your Profile Icon > Integrations > System Design > Spruce
Configuring Commusoft
➡️ Click Add Integration
Fill in the required details:
Opportunity Template
Opportunity Pipeline
Reporting Line
Salesperson
Advertising Type
Click Active to enable the integration and link it to Spruce.
Once saved, you will receive an email with the subject line: Spruce Account Setup Confirmation. This email contains all necessary details to continue the integration in Spruce.
After activation, you can manage or disconnect the integration as needed. You can also edit the Spruce details previously added.
Configuring Spruce
To activate the integration in Spruce:
Log in to your Spruce account.
Navigate to Settings > Click Edit.
Under Commusoft Integration, enter the Client ID and API Key received via email.
Click Save to finalize the configuration.
Trigger Actions in Commusoft
Customer Creation: If the customer does not already exist, a new customer record will be created in Commusoft.
Opportunity Notes: Notes from the Enquiry in Spruce will be transferred to the corresponding opportunity in Commusoft.
Notifications: Users will receive notifications when a new opportunity is created, including a reference to the Spruce Enquiry.
Proposal Management: Proposal creation, acceptance, and rejection must be handled within Commusoft.
Trigger Actions in Spruce
Enquiry Creation: When an Enquiry is created in Spruce, it will be sent to Commusoft.
Opportunity Creation: The Enquiry will automatically be transformed into an opportunity within Commusoft.
Notes Transfer: Any notes attached to the Enquiry in Spruce will be associated with the corresponding opportunity in Commusoft.
Notifications: Commusoft users will be notified when a new opportunity is created from a Spruce Enquiry.
FAQs
Q1. What is required for integration? To set up the Spruce integration with Commusoft, you need a Client ID, API Key, an Opportunity Template ID, and a linked Salesperson role. For more details on role levels, refer to Assigning a Sales roll
Q2. How do I access the opportunities created by Spruce? Opportunities created through Spruce will automatically appear in Commusoft, complete with notes and links back to the original Spruce Enquiry.
Q3. Can I manage proposals from Spruce? No, proposal creation and management must be done within Commusoft.
Troubleshooting
If you encounter issues with the integration, consider the following:
Didn’t receive the API key email? Check your spam folder.
Integration not working? Ensure you have correctly entered the Client ID and API Key in Spruce settings.
Need to disconnect and reconnect? Go to Profile Icon > Integrations > System Design > Spruce > Manage integration, remove the integration, and set it up again.
For additional support, contact Commusoft or Spruce support teams.