Connect CRM Messaging integrations
Dispatch customer communications directly from your CRM by automating CRM Messaging with Make. Linking your active messaging portal to our workflow automation tool lets you instantly trigger personalized text alerts, sync WhatsApp templates, and route incoming replies to your databases. Sign up for free today to build your first multi-channel pipeline.
Triggers and actions
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CRM Messaging
Supercharge Your Communication: Integrate CRM Messaging with Make
Connect CRM Messaging to Make to automate your outreach. Easily sync databases, trigger instant SMS or WhatsApp updates from payment events, and run bulk campaigns to boost customer engagement automatically.
Automate instant lead outreach
Instantly send WhatsApp or SMS welcome messages via CRM Messaging the moment a new lead fills out a form on your website.
Trigger messages from payment events
Send automated text confirmations or payment reminders through CRM Messaging as soon as a transaction occurs in your payment gateway.
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Connect non-native databases
Easily sync CRM Messaging with any spreadsheet, database, or custom system to keep your customer communication records updated.
Streamline bulk campaigns
Automatically pull contact lists from external apps to launch bulk SMS or WhatsApp campaigns without manual importing and exporting.
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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.