SALESmanago

salesmanago is an ai driven marketing automation platform that helps businesses personalize customer engagement and boost sales integrating with make com enables seamless automation of marketing workflows and data synchronization across multiple business tools this is ai generated content based on official salesmanago documentation the content may still contain errors—please verify important information if you have questions on vendor documentation, contact https //www salesmanago com/ directly requirements to use the salesmanago app in make, you must have an active salesmanago account and obtain api credentials such as clientid apikey and apisecret, https //www salesmanago com/ connect salesmanago and {{product name}} to get started, you must first create a connection between salesmanago and {{product name}} , allowing the two services to communicate you can connect using the following method api key,api secret,sha1 signature,temporary token api key instructions you need to retrieve your api credentials from the salesmanago platform log in to your salesmanago account navigate to the integration center go to the api section and select the api v2 tab locate and note your client identifier, labeled as clientid locate and note your unique apisecret generate any random string of characters to use as your apikey generate the sha value by concatenating your apikey, clientid, and apisecret, then applying the sha1 hash function api secret instructions you need to retrieve your api authentication credentials from the salesmanago platform log in to your salesmanago account navigate to the integration center go to the api section (select the api v2 tab) locate and note your client identifier, labeled as clientid locate and note your api secret, labeled as apisecret sha1 signature instructions you need to retrieve your client credentials and generate a sha1 signature for authentication login to your salesmanago platform using your credentials navigate to the integration center section go to the api area, then select the api v2 tab locate your client identifier this is labeled as clientid locate your unique apisecret this is also found in the api v2 tab generate an apikey, which is any random string of characters of your choosing generate the sha value by concatenating apikey, clientid, and apisecret (in that order, with no separators), then calculate the sha1 hash of the resulting string temporary token instructions you need to obtain a temporary token using your salesmanago username and password log in to your salesmanago platform using your username and password navigate to the section where you can request temporary authorization or token generation enter your username (your salesmanago account email) and password in the appropriate fields submit the request to generate a temporary token retrieve the following credentials from the response token, clientid, and validto create the connection in {{product name}} https //www make com/en/register , add the salesmanago module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your salesmanago or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page salesmanago modules after connecting to the salesmanago app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a note adds a note to a specific contact's record add a task creates and assigns a new task to a specific contact create a contact adds a new contact to your address book or contact list delete a contact removes a specified contact from your account delete a task removes a specific task that is associated with a selected contact get a contact fetches the details of a specific contact that already exists in your account list contacts fetches and displays a list of all contacts stored in your account make an api call executes a custom api request to the connected service using your authorized credentials send an email sends an email message to a specified recipient send an email with attachment sends an email that includes a specified file as an attachment send an sms sends a text message (sms) to a specified phone number update a contact updates the details of an existing contact in your account update a task updates an existing task associated with a specific contact templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} salesmanago resources you can have access to more resources related to this app on the following links https //community make com/search?q=salesmanago https //www salesmanago com/ https //docs salesmanago com/ https //www make com/en/integrations/salesmanago