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Exact Spotter Make integrationAutomate Exact Spotter with Make.
Can leads reach Exact Spotter without anyone typing them in? The Exact Spotter Make integration offers 14 action modules to create, update, sell, discard and search leads and contacts. This guide is for sales ops teams: connect the account, then build a first working scenario.
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What can the Exact Spotter Make integration do for you?
The Exact Spotter Make integration links your Exact Spotter account to Make, so other apps can create and change leads and contacts for you. You build a scenario, the automation you assemble in Make, from modules: each module is one brick, and here all 14 Exact Spotter modules are actions.
Three typical setups, presented as examples. A web form collects a prospect: Criar um Lead opens the lead and Criar um Contato adds the person behind it, with no copy and paste. A deal is signed in your contract tool: Pesquisar Leads finds the matching lead and Vender um Lead records the sale. A prospect answers again after a refusal: Recuperar Lead Descartado brings the lead back into play.
Know the limits before you start. The module names are in Portuguese and the Make doc gives no description for any of them, so each note below reads the name and tells you what to check with Run once. The app has no trigger module either: the scenario starts from another app or from a schedule. The doc itself warns that its content was generated by AI from the Exact Spotter documentation and may contain mistakes.
New to Make? The Make training covers the editor basics, and Make pricing explains how operations are counted. If you are still choosing a tool, n8n vs Make sets out the criteria side by side.
How do you connect Exact Spotter to Make?
- 01
Copy your API token
In Exact Spotter, open Settings in the left menu, click Integrations, then select Token Exact API. Copy the token shown on screen: it is the key Make will use.
- 02
Open the connection window
In your Make scenario, add any Exact Spotter module and click Create a connection. A connection is your Exact Spotter account linked to Make once, then reused by every module of the app.
- 03
Paste the credentials
Give the connection a name in Connection name if you like (it is optional), then enter the token you copied or follow the on-screen instructions. The connection now appears in every Exact Spotter module.
Your first scenario with Exact Spotter
GoalWhen a prospect fills in a form in another app, Make creates a lead in Exact Spotter and adds the matching contact.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the + to add the first module: the trigger of the form app that collects your prospects.
- 02
Add Criar um Lead
Click the + on the right of the form module, search for Exact Spotter and pick Criar um Lead. Click Create a connection if the account is not linked yet.
- 03
Map the form answers
Fill the fields Make displays by mapping the answers from the form module. Each bundle, one form entry here, becomes one lead.
- 04
Add the contact and test
Add Criar um Contato after the lead, map the person's details, then click Run once. Read the bundles each module received to confirm both records exist in Exact Spotter.
- 05
Schedule and switch on
Set the schedule on the first module (every 15 minutes by default) and switch the scenario on. Each module run on a bundle counts as one operation on your plan.
The 14 Exact Spotter modules in Make
Exact Spotter gives you 14 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Atualizar um Contato
ActionIn the docs onlyFixes contact details in Exact Spotter when they change elsewhere, so salespeople call the right number. Its name means “update a contact” and the doc describes nothing more.
Atualizar um Lead
ActionIn the docs onlyChanges an existing lead instead of opening a duplicate, which keeps one clean record per company. The Portuguese name translates as “update a lead”.
Criar um Contato
ActionIn the docs onlyAdds a person to Exact Spotter from data another app already holds, so nobody retypes names and emails. The name reads “create a contact”.
Criar um Lead
ActionIn the docs onlyOpens a new lead in Exact Spotter when a prospect shows up in another tool, which is the usual first brick of a sales scenario. Its name means “create a lead”.
Descartar um Lead
ActionIn the docs onlyTakes a dead lead out of the active pipeline so the team stops chasing it. The name translates as “discard a lead”.
Fazer uma Chamada API
ActionIn the docs onlyMay let you reach parts of Exact Spotter that the other modules skip: the name means “make an API call”, yet the Make doc does not describe how it works.
Listar Webhook
ActionIn the docs onlyShows which webhooks exist on your Exact Spotter account, going by its name, “list webhook”. That helps you see what already talks to the CRM before adding more.
Pesquisar Campos Personalizados
ActionIn the docs onlyTells you which custom fields your Exact Spotter account uses, so you can fill them correctly in later modules. The name means “search custom fields”.
Pesquisar Contatos de um Lead
ActionIn the docs onlyBrings back the people attached to a given lead, which is handy when one company has several contacts. The name reads “search contacts of a lead”.
Pesquisar Leads
ActionIn the docs onlyFinds existing leads so later modules can act on the right one instead of creating a copy. Its name means “search leads”.
Pesquisar Leads e Contatos
ActionIn the docs onlyLooks across leads and contacts in one go, which saves chaining two searches. The name translates as “search leads and contacts”.
Recuperar Lead Descartado
ActionIn the docs onlyPuts a discarded lead back into play when the prospect comes back, without rebuilding the record. The name means “recover discarded lead”.
Vender um Lead
ActionIn the docs onlyMarks a lead as sold in Exact Spotter, so the win is recorded where the sales team reports. Its name translates as “sell a lead”.
Webhook
ActionIn the docs onlyRelates to the webhooks of your Exact Spotter account, the links an app uses to call another one. The doc gives no description, and the catalog types this module as an action.
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