Connect Convo integrations
Capture real-time sales intelligence from live customer calls by automating Convo to drive higher win rates. Connecting your AI assistant to our workflow automation tool lets you instantly sync drafted follow-up emails, update CRM contact notes, and dispatch team notifications. Create your free workspace today to start automating your deal-closing steps.
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Convo
Boost Productivity: Automate Your Workflows with Convo and Make
Connect Convo with Make to automate your team's workflows. Easily sync tasks, share files, and centralize customer notifications directly inside Convo channels without writing a single line of code.
Automated Team Notifications
Automatically post updates from your CRM, project management tools, or support desk directly into Convo channels to keep everyone aligned.
Effortless File Sharing
Instantly share new documents from cloud storage services like Google Drive or Dropbox into your Convo groups as soon as they are uploaded.
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Seamless Task Synchronization
Connect your external project management tools to Convo to automatically sync tasks, updates, and deadlines without manual entry.
Real-Time Customer Insights
Direct social media mentions, customer emails, and support tickets into Convo so your team can collaborate on responses instantly.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.