Frequently asked questions

shape
Leads
How to create a lead?Data exportHow to delete a lead?How to edit lead information?How to change lead's responsible person?What is lead conversion?
Sales management
How to create new deal?Events managementHow to delete a deal?Sales pipeline stages settingsEditing sales pipelineCreating sales pipelineAdding products to a dealProducts managementCreating sales through a cartSales stagnation settings
Companies and Contacts
Deleting company / contactData importCreating new company / contactDeletion of company / contact
Data import and export
How to import data?How to prepare data for import?
Features
Integration with your systemCustom fieldsWEB formGoogle Calendar integrationEmail statusConnecting IMAP/SMTPOffice 365 calendar integrationGMail integrationOffice 365 email integrationError: Office 365: Admin Approval NeededMailerLite integrationHow to add email signature
Users management
How to delete user?How to change your password?My profileAdding new userHow to disable ability to change responsible person?
Security
Duomenų saugumas ir kopijosTwo-factor authorization (2FA)
INVOICES AND PAYMENT
Payment importHow to create an invoice
Documents
Document categoriesDocument templatesDocument numbering and seriesFiltering documents by selected time period
Other
Restrictions on uploading filesData filtersChanging organization detailsMarketing listsQR code

MailerLite integration

On the MailerLite platform, you will be able to set up automatic mailing, based on specific, defined scripts, and you will be able to see all this in the Spin CRM system. Integration can help automate the collection of cold contacts – create new contacts by filling out a WEB form, as well as synchronize marketing lists so that they do not have to be imported / exported between different systems.

To enable MailerLite integration, follow these steps:

1. Log in to your MailerLite account;
2. Open the LINK (or: MailerLite, in the upper right corner, click on your profile, select Integrations, and in the window that opens, select Developer API) and you will find the API key box in the window that opens. Next to the visible code, click the Copy button – the API key will be copied;

3. Log in to your Spin CRM account;
4. Click the LINK (or: Spin CRM, in the top menu, select More and click System settings. In the window that opens, at the bottom left, select MailerLite) and in the window that opens, paste the key into the API key field and click Check;

5. If you want a new Lead to be created in the system after each filling in of the WEB form (which you send via the MailerLite platform), check the box next to the field “Create lead after WEB form completion“;
6. If you want the Marketing Lists to be synchronized from CRM to MailerLite, select the check box next to the “Automatically create and sync marketing lists in MailerLite” box.