Spruce Integration

Integration Overview

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.

  1. Enquiry Creation in Spruce: Spruce will send the Enquiry to Commusoft.
  2. Opportunity Creation in Commusoft: The Enquiry will automatically be transformed into an opportunity within Commusoft.
  3. Notes Transfer: Any notes attached to the Enquiry in Spruce will be sent to Commusoft and associated with the corresponding opportunity.
  4. Notifications: Users in Commusoft will be notified when a new opportunity is created from a Spruce Enquiry.

 

Integration Setup Process

Setting up the Spruce integration is a manual process that requires specific details please email the below through to support@commusoft.com. The necessary steps are as follows:

Client Information Needed for Setup: 

  • Mandatory Fields:
    • Opportunity template name
    • Sales person username
  • Optional Fields:
    • Opportunity pipeline
    • Reporting line

Steps for Setup:

  1. Once the above details are received from the client, contact Support@commusoft.com 
  2. After completing the setup, the client's user (typically the owner/manager with sales access) will receive an email with the following details:
    • Client ID
    • API key
  3. For now, the default first user will be set up since there is no user interface (UI) available yet. Once the UI becomes available, the user setting up the integration will receive notifications and emails.

 

Spruce Configuration

The client must complete the following steps within the Spruce system to activate the integration:

  1. Login to the Spruce account.
  2. Navigate to Settings > Edit.
  3. Under Commusoft Integration, input the Client ID and API key received via email.
  4. Save the configuration.
    After these steps, any new Enquiry created in Spruce will automatically be sent to Commusoft as an opportunity.

 

Opportunity Management in Commusoft

  • Customer Creation: A new customer will be created in Commusoft if they don’t already exist.
  • Opportunity Notes: The notes associated with the Enquiry in Spruce will be added to the corresponding opportunity in Commusoft.
  • Notifications: Users will receive notifications when a new opportunity is created. These notifications will include a reference to the Spruce Enquiry.
  • Proposal Management: Proposal creation, acceptance, and rejection can only be handled within Commusoft.

 

FAQs

Q1. What is required for integration?
You need a Client ID, API key, and details such as an Opportunity template ID and Salesperson to set up the Spruce integration with Commusoft.

Q2. How do I access the opportunities created by Spruce?
Opportunities created through Spruce will automatically appear in Commusoft 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.

 

Final Steps

  • Ensure all users involved in the sales process are trained to manage Spruce-generated opportunities in Commusoft.
  • Regularly review your Notification Settings to ensure you are promptly alerted to new Enquiries and opportunities.