CompanyHub
The CompanyHub modules allow you to monitor, create, update, list, retrieve, and delete the companies, contacts, deals, quotes, quote products, sales orders, sale order products, and records in your CompanyHub account.
Prerequisites
- A CompanyHub account
In order to use CompanyHub with Make, it is necessary to have a CompanyHub account. If you do not have one, you can create a CompanyHub account at companyhub.com.
To connect your CompanyHub account to Make you need to obtain the API Key from your CompanyHub account and insert it in the Create a connection dialog in the Make module.
- Log in to your CompanyHub.
Click Settings > Integrations > Generate API Key. Enter the details for the API Key and click Save.
Copy the API Key to your clipboard.
- Go to Make and open the CompanyHub module's Create a connection dialog.
- In the Connection name field, enter a name for the connection.
In the Subdomain field, enter the subdomain details. You can find the subdomain at Settings > Company Profile.
- In the API Key field, enter the API key copied in step 3, and click Continue.
The connection has been established.