Connect Octoboard integrations
Aggregate your marketing metrics, e-commerce data, and web performance by integrating Octoboard with Make. Connecting this tracking platform to our workflow automation tool lets you instantly trigger page SEO audits, retrieve visitor details from IP addresses, and sync PPC ad spend. Sign up for free today to build your first custom analytics connection.
Triggers and actions
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Connect any app with
Octoboard
Automate Workflows and Reports by Integrating Octoboard and Make
Integrate Octoboard with Make to automate critical workflows. Instantly route captured B2B leads to your CRM, share custom reports, and sync your client onboarding.
Instantly route B2B leads
Automatically send leads captured by Octoboard's tools directly to your CRM or sales pipeline in real time.
Streamline client onboarding
Automatically trigger the creation of new client dashboards in Octoboard as soon as you close a deal in your CRM.
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Connect any custom data source
Use Make to feed data from niche apps or internal databases into your Octoboard dashboards without complex coding.
Get instant alerts on performance shifts
Send immediate Slack or email notifications to your team when Octoboard detects critical changes in your SEO keyword rankings.
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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.