Turn new Spruce enquiries into Commusoft opportunities automatically, with the customer's details and your estimate notes.
Available on:
UK: Go Paperless, Customer Journey, Automation
User role required: Owner/Manager
The Spruce integration connects your Spruce account to Commusoft. Each new Spruce enquiry arrives in Commusoft as an opportunity, so your team can follow up without entering anything twice.
Key benefits
No double entry: new Spruce enquiries arrive in Commusoft as opportunities.
Faster follow-up: your team is notified when a new opportunity arrives.
Estimates in one place: estimate summaries from Spruce are added to the opportunity notes.
Setting up the integration
Setup has two parts. First, add the integration in Commusoft to get your Client ID and API key. Then enter them in Spruce.
Before you start
Set up at least one opportunity template and one advertising source.
If you use Sales+, also set up an opportunity pipeline.
Add the integration in Commusoft
âĄď¸ Click your Profile icon > Integrations > System design > Spruce
Click Add integration.
Choose how Spruce enquiries are set up in Commusoft. Every field shown is required:
Opportunity template: the template every Spruce opportunity uses.
Advertising Type: the advertising source recorded for Spruce enquiries.
Opportunity pipeline: where new opportunities appear. Sales+ users only.
Sales person: who new opportunities are assigned to. Sales+ users only.
Reporting line: groups opportunities for reporting. Sales+ users only.
Set the integration to Active.
Click Save.
Note: Without Sales+, you'll only see Opportunity template and Advertising Type. That's all you need to set up the integration.
Once you save, we email you the Client ID and API key, so there's no need to ask our Support team for them. The email is titled Spruce Account Setup Confirmation. Your Client ID is your Commusoft client ID, the same one shown in your Profile icon menu.
Connect Commusoft in Spruce
Log in to Spruce and enter the details from your setup email.
âĄď¸ In Spruce, click Settings > Edit
Under Commusoft Integration, enter the Client ID and API Key from your setup email.
Click Save.
From now on, new Spruce enquiries arrive in Commusoft as opportunities.
How the integration works
What arrives in Commusoft
Opportunity: each new Spruce enquiry creates an opportunity, using the settings you chose in the integration.
Customer: each enquiry adds a new private customer, even if they're already in Commusoft. It uses the name, address, email and mobile from Spruce.
Notifications: the roles you choose in Notification settings are notified when Spruce adds a customer or an opportunity.
What appears in the opportunity notes
When the enquiry arrives: a note from Spruce with a link back to the enquiry. It's added after any notes in your opportunity template.
When you click Send Estimate in Spruce: a new note with the estimate summary. It shows the total heat loss, total cost, estimate status and a link to the estimate in Spruce.
Only these updates are sent to Commusoft. The message you write to your customer in Spruce stays in Spruce.
Proposals and jobs are managed in Commusoft
Spruce handles the enquiry and the estimate. From the opportunity onwards, you work in Commusoft.
Create, send, accept and reject proposals in Commusoft.
Accepting a quote in Spruce doesn't change the opportunity or create a job in Commusoft.
Files from Spruce, such as the quote, stay in Spruce. Use the link in the opportunity notes to open them.
Managing the integration
âĄď¸ Click your Profile icon > Integrations > System design > Spruce
To change your settings, click Manage integration.
To disconnect Spruce, click Disconnect.
Common questions
Where do I get the Client ID and API key for Spruce?
You get the Client ID and API key for Spruce by adding the integration in Commusoft. We email them to you once you save it, so there's no need to ask our Support team for them. Your Client ID is also your Commusoft client ID, shown in your Profile icon menu.
What if I didn't receive the setup email?
If you didn't receive the setup email, check your spam folder for an email titled Spruce Account Setup Confirmation. Your Client ID is the one shown in your Profile icon menu. For the API key, contact our Support team.
Why can't I see Spruce under System design?
Spruce appears under System design for users with the Owner/Manager role on UK accounts. If you have this role and still can't see Spruce, contact our Support team to add it to your account.
Is the Spruce integration available in the US?
No, the Spruce integration is only available for UK accounts.
Where do I find the opportunities created by Spruce?
Opportunities created by Spruce appear with your other opportunities in Commusoft. If you use Sales+, they go into the pipeline and to the salesperson chosen in the integration.
Can Spruce enquiries use different opportunity templates?
No, every Spruce enquiry uses the opportunity template selected in the integration. You can change the template at any time in Manage integration.