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Cubo CRM

Connect Cubo CRM integrations

Package your agency’s sales pipelines and WhatsApp chatbots by integrating Cubo CRM with Make. Connecting your white-label portal to our workflow automation tool lets you instantly trigger new negotiations, sync active contacts, and deploy AI assistants across client accounts. Start your free account today to sell custom automated systems directly to your clients.

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Cubo CRM

This app is supported and maintained by the official vendor Cubo CRM.

Triggers and actions

Developed, supported and maintained by community users.

Create a Negotiation
Creates a new negotiation in CUBO CRM, registering all information, including one or multiple products and one or multiple custom fields
Action
Make an API Call
Performs an arbitrary authorized API call.
Action
Update a Negotiation
Updates an existing negotiation in CUBO CRM, modifying its details, including custom fields and linked products, or adding new information to the negotiation.
Action
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Supercharge your workflows

Boost Efficiency: Automate Cubo CRM Workflows Using Make

By connecting Cubo CRM with Make, you can automate lead capture, instantly sync contact data, and trigger real-time team alerts. Streamline your sales pipelines and financial updates without manual data entry.

Automated Lead Capture

Instantly add new leads from your website forms or social media ads directly into Cubo CRM without manual data entry.

Real-Time Team Alerts

Keep your team in the loop by sending instant Slack or email notifications whenever a client signs a document or pays an invoice.

Seamless Invoice Workflows

Automatically generate and send Cubo CRM invoices the moment a deal is won in your sales pipeline.

Unified Contact Syncing

Keep customer details perfectly synchronized between Cubo CRM and your marketing or email list tools.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.

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.

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.

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.