CRM and Sales tools
CompanyHub
2min
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 getting started with companyhub 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 https //companyhub com/ connecting companyhub to {{product name}} 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