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SalesWizard CRM

Connect SalesWizard CRM integrations

Accelerate your client onboarding by automating SalesWizard CRM to instantly route new leads and generate web-based quotes. Connecting this platform to our workflow automation tool lets you distribute customized SMS notifications, issue VAT invoices, and trigger digital signatures. Register for free now to deploy your first automated sales funnel.

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Verified

SalesWizard CRM

This app is supported and maintained by the official vendor 4B Systems sp. z o.o..

Triggers and actions

Developed, supported and maintained by community users.

Watch a New Contact
Triggers when a new contact is created.
Trigger
Watch a New Lead
Triggers when a new lead is received.
Trigger
Watch a Remove Contact
Triggers when a contact is removed.
Trigger
Watch a Update Contact
Triggers when a contact is updated.
Trigger
Create a Contact
Creates a Contact in the system
Action
Create a Lead
Creates a Lead in the system
Action
Make an API Call
Performs an arbitrary authorized API call.
Action
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SalesWizard CRM

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Supercharge your workflows

Supercharge Your Workflows: Integrate SalesWizard CRM with Make

By integrating SalesWizard CRM with Make, you can instantly sync leads, automate backup documents, trigger invoices, and alert your team. Work smarter by connecting your daily tools without manual overhead.

Automated Lead Import

Instantly sync new leads from web forms, spreadsheets, or social ads directly into SalesWizard CRM without manual data entry.

Instant Billing and Invoicing

Trigger invoice creation in your favorite accounting software the moment an order is closed or a contract is signed in SalesWizard.

Hands-Free Document Backup

Automatically save newly signed contracts and quotes from SalesWizard to cloud storage tools like Google Drive or Dropbox.

Multi-Channel Team Alerts

Keep your team in the loop by sending automatic Slack or Microsoft Teams updates whenever a high-value sales opportunity is updated.

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.