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NextLead CRM
Make AI Toolkit

Connect NextLead CRM and Make AI Toolkit

Explore ready-made NextLead CRM and Make AI Toolkit templates and start automating in minutes.

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Create a custom workflow

Integrate NextLead CRM with Make AI Toolkit and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

NextLead CRM
Trigger: Watch contacts added to list
Make AI Toolkit
Action: Select an action
1. Select a trigger

  • Monitors when contacts are added to mailing lists in NextLead. The trigger checks for new additions periodically and returns contact details including email, name, and list information.

  • Triggers when a contact is removed from a mailing list. Returns contact information including email, name, and the lists they were removed from.

  • Triggers when a contact is deleted from your NextLead CRM. Returns the deleted contact information before removal.

  • Triggers when a structure is deleted from your NextLead CRM.

  • Triggers when a new contact is created. Supports filtering by comment, lead score, and list ID.

  • Triggers when a new structure is created in your NextLead CRM.

  • Triggers when a contact is edited. Supports filtering by comment, lead score, and list ID.

  • Triggers when a structure is edited in your NextLead CRM.

2. Select an action

  • Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.

  • Analyzes text and assigns it to categories from a list you define.

  • Splits text into smaller, more manageable pieces. These are known as chunks.

  • Retrieves information that you specify from a text.

  • Detects the language that text is written in.

  • Sends a request for AI to answer. The response will always be in the text format.

  • Adjusts the style and format of text to ensure it’s consistent.

  • Condenses longer text into a shorter summary.

  • Translates text from one language into another.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between NextLead CRM and Make AI Toolkit.

Analyze sentiment
Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.
Action
Categorize text
Analyzes text and assigns it to categories from a list you define.
Action
Chunk text
Splits text into smaller, more manageable pieces. These are known as chunks.
Action
Create a contact
Creates a new contact in NextLead CRM
Action
Create a sale
Creates a new sales deal in your NextLead organization. Requires a name and stage ID.
Action
Create a structure
Creates a new establishment structure in your NextLead organization. Only the name is required, all other fields are optional.
Action
Create an action
Creates a new action/task in your NextLead organization. Only the stage ID is required.
Action
Delete a contact
Permanently deletes a contact from NextLead CRM by searching with email or LinkedIn URL. WARNING: This action is irreversible. Email search takes priority if both are provided.
Action
Delete a structure
Deletes a structure from your NextLead organization. Warning: This action is irreversible.
Action
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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.