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.
Spruce Plan Availability
Spruce Plan Availability
Plan | Region | Pipedrive Integration |
Proposals | UK | ✅ |
Sales Starter | UK | ✅ |
Sales Growth | UK | ✅ |
------------------------------ | ---------------- | --------------------------- |
Proposals | US | ❌ |
Sales Starter | US | ❌ |
Sales Growth | US | ❌ |
Setting Up Your Integration
➡️ Go to your Profile Icon > Integrations > System Design > Spruce
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.
Managaing the Integration
Need to disconnect
➡️ Profile Icon > Integrations > System Design > Spruce
Manage integration
Remove the integration
Frequently Asked Questions
💭 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 role
💭 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.
💭 Can I manage proposals from Spruce? No, proposal creation and management must be done within Commusoft.
💭 Didn’t receive the API key email? Check your spam folder.