Connect Initiative CRM integrations

Connect Initiative CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Initiative CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

No credit card required

No time limit on Free plan

Build your Initiative CRM integrations.

Create custom Initiative CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Create a Record

Creates a new record.

Action

Delete a Record

Deletes a record.

Action

Get a Record

Return the data of a specified record of selected module.

Action

Make an API Call

Performs an arbitrary authorized API call.

Action

Search Records

Retrieves the records of the selected module that match the specified criteria.

Search

Update a Record

Updates an existing record.

Action

Watch Records

Triggers when a record is created or updated.

Trigger, Acid

Connect any app with Initiative CRM

Get started free

Popular Initiative CRM workflows.

Looking to get more out of Initiative CRM? With Make you can visually integrate Initiative CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Create ClickUp tasks from new Initiative CRM contacts

This template periodically checks for new contacts in Initiative CRM and uses the retrieved information to create new tasks in ClickUp.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Try It ➔

Create Google Contacts from Initiative CRM contacts

This template periodically checks for new contacts in Initiative CRM and uses the retrieved information to create new Google Contacts.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Try It ➔

Create a new contact in Initiative CRM from new events in Canlendly

Every time a new Calendly event is scheduled with you, a new contact will be instantly created in Initiative CRM.

You need to have a Calendly premium account to create this integration.

Try It ➔

Create a new contact in Initiative CRM from a Dux-Soup webhook

Every time a new lead is received in Dux-Soup, a new contact will be instantly created in Initiative CRM.

Try It ➔

FAQ

How do I get started with Make?

What is a scenario?

What is a module?

What is mapping?

How Make works

Thousands of fast-scaling businesses create and automate on Make

See Make in action

See how Make works

Trusted by 500,000+ Makers

"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."

Philipp Weidenbach

Head of Operations at Teleclinic

"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."

Cayden Phipps

COO at Shop Accelerator Martech

"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."

Erkki Markus

Product Owner at Smaily

"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."

Andreas Wixler

CTO & Co-founder at FINN