--- title: "Connect Spotler CRM and WhatConverts - APIANT.ai" description: "When \"New Contact\" fires in Spotler CRM, your agent runs \"Create Lead\" in WhatConverts, or \"New Lead\" in WhatConverts to \"Create Contact\" in Spotler CRM." canonical: "https://apiant.ai/connect/spotler-crm-to-whatconverts" --- # Connect Spotler CRM and WhatConverts When **New Contact** fires in [Spotler CRM](https://apiant.ai/connections/spotler-crm), your agent runs **Create Lead** in [WhatConverts](https://apiant.ai/connections/whatconverts), or **New Lead** in WhatConverts to **Create Contact** in Spotler CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Spotler CRM **4** triggers Spotler CRM **8** actions WhatConverts **2** triggers WhatConverts **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Spotler CRM and WhatConverts to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Spotler CRM and WhatConverts can do together ### From Spotler CRM to WhatConverts - When **New Contact** in Spotler CRM then **Create Lead** in WhatConverts - When **New Task** in Spotler CRM then **Update Lead** in WhatConverts ### From WhatConverts to Spotler CRM - When **New Lead** in WhatConverts then **Create Contact** in Spotler CRM - When **Updated Lead** in WhatConverts then **Find Contact** in Spotler CRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Spotler CRM and WhatConverts ## Triggers and actions 6 triggers · 22 actions - Trigger **New Contact** Triggers when a new contact is created in Spotler CRM. - Trigger **New Task** Triggers when a new task is created in Spotler CRM. - Trigger **New/Updated Account** Triggers when an account is created or updated in Spotler CRM. - Trigger **New/Updated Opportunity** Triggers when an opportunity is created or updated in Spotler CRM. - Action **Create Account** Creates a new account (company) record in Spotler CRM. - Action **Create Activity** Creates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case. - Action **Create Contact** Creates a contact in Spotler CRM, linked to an existing account. - Action **Create Opportunity** Creates a new opportunity (sales deal) against an account in Spotler CRM. - Action **Find Account** Finds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records. - Action **Find Contact** Finds contacts whose email address matches exactly and returns the first match plus all matches. - Action **List Dropdown Values** Returns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types. - Action **Update Dropdown List** Appends one or more new values to a dropdown (lookup) list in Spotler CRM. - Trigger **New Lead** Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts. - Trigger **Updated Lead** Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes. - Action **Add account** Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key. - Action **Add profile** Creates a new profile under a WhatConverts agency account. - Action **Create Lead** Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead. - Action **Delete account** Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key. - Action **Delete profile** Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key. - Action **Find Lead** Returns one WhatConverts lead by its lead ID, including source, contact and call details. - Action **Get account** Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key. - Action **Get lead** Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values. - Action **Get profile** Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key. - Action **List accounts** Returns the accounts in your WhatConverts agency, with each account's profiles. - Action **List profiles** Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key. - Action **Update account** Renames an existing WhatConverts account (agency key required). - Action **Update Lead** Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL. - Action **Update profile** Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key. ## Each app on its own - [ **Spotler CRM** Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.](https://apiant.ai/connections/spotler-crm) - [ **WhatConverts** WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.](https://apiant.ai/connections/whatconverts) Reviews ## What our customers say ## More from Spotler CRM - [ **Spotler CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/spotler-crm-to-stripe) - [ **Spotler CRM to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/spotler-crm-to-trello) - [ **Spotler CRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/spotler-crm-to-zoom) - [ **Spotler CRM to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/spotler-crm-to-twilio) - [ **Spotler CRM to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/spotler-crm-to-typeform) - [ **Spotler CRM to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/spotler-crm-to-webflow) ## More into WhatConverts - [ **HubSpot to WhatConverts** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-whatconverts) - [ **Salesforce to WhatConverts** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-whatconverts) - [ **Slack to WhatConverts** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-whatconverts) - [ **Google Sheets to WhatConverts** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-whatconverts) - [ **Gmail to WhatConverts** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-whatconverts) - [ **Google Calendar to WhatConverts** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-whatconverts) Questions ## Spotler CRM and WhatConverts, answered ### ### What can start an automation from Spotler CRM? Any of Spotler CRM's 4 triggers in the catalog, including New Contact, New Task, New/Updated Account and New/Updated Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WhatConverts when something happens in Spotler CRM? Any of WhatConverts's 14 actions, including Create Lead, Update account, Update Lead and Update profile. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WhatConverts to Spotler CRM? Yes. When something happens in WhatConverts, your agent can act in Spotler CRM too. This page covers both directions: WhatConverts's triggers and Spotler CRM's actions are listed here as well. ### ### Do I have to build a connector for Spotler CRM or WhatConverts? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Spotler CRM and WhatConverts without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.