CRM and Sales tools
Cliengo
12 min
cliengo is a platform offering chatbots, crm, and whatsapp integration to automate lead capture and customer interactions integrating cliengo with make com lets users automate lead management, sync contacts, and streamline customer communication across multiple channels this is ai generated content based on official cliengo documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www cliengo com/ directly requirements to use the cliengo app in make, you must have a free cliengo account and an api key, https //www cliengo com/ for subscription, refer to the https //www cliengo com/ connect cliengo and {{product name}} to get started, you must first create a connection between cliengo and {{product name}} , allowing the two services to communicate obtain your api key in your cliengo account create the connection in make obtain your api key in your cliengo account before you create the connection in {{product name}} , you should first obtain your api key in your cliengo account to obtain your api key navigate to account click integrations click api copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developers cliengo com/docs/authentication create the connection in {{product name}} https //www make com/en/register , add the cliengo 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 cliengo account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page cliengo modules after connecting to the cliengo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact adds a new contact to your address book or contact list delete a contact deletes a specific contact from your account get a contact retrieves detailed information about a specific contact list contacts retrieves 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 update a contact updates the details of a selected contact watch new contacts triggers when a new contact is added to your account watch updated contacts triggers when a new contact is created or an existing contact's information is updated 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}} cliengo resources you can have access to more resources related to this app on the following links https //www cliengo com/ https //developers cliengo com/reference https //www make com/en/integrations/cliengo