Marketing Automation
Spotler CRM works with PDFBetter through PDFBetter's Zapier app: use it to send personalized PDFs and collect signed forms from your Spotler CRM audience. Connect PDFBetter in Zapier with one click, add Spotler CRM to the same Zap, and map files and fields between the steps. Each PDFBetter step that runs counts as one agent & automation run on your PDFBetter plan.
Each PDFBetter step that runs counts as one agent & automation run; triggers and failed steps don't. See what each plan includes.
Yes. Fill PDF Form fills one copy of your template per run with that contact's details from Spotler CRM, so every PDF is personal.
Yes. PDFBetter doesn't connect to Spotler CRM directly; Zapier runs the steps between them. If Spotler CRM is also on Make, PDFBetter's Make app works the same way.
No. It works on every PDFBetter plan, including Free. Each PDFBetter step that runs uses one of your plan's monthly agent & automation runs; Zapier counts its own tasks.
No. Spotler CRM is a separate product listed in Zapier's app directory. This page shows how to use it with PDFBetter's Zapier app.
