--- title: CompanyHub slug: companyhub description: How to integrate CompanyHub with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_companyhub.png createdAt: 2025-02-03T13:28:36.234Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/companyhub.png" alt="CompanyHub logo" caption size="50" width="512" height="512"} | CompanyHub is a CRM platform focused on sales automation, lead management, and reporting. Integrating CompanyHub with Make.com enables users to automate lead capture, sync contacts, and trigger follow-up tasks directly from their sales pipeline. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official CompanyHub documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [CompanyHub](https://companyhub.com/contact-us) directly. ::: # Requirements To use the CompanyHub app in Make, you must have an active CompanyHub account and an API key, [create your account on CompanyHub](https://companyhub.com/). For subscription, refer to the [CompanyHub pricing page](https://companyhub.com/). # Connect CompanyHub and Make To get started, you must first create a connection between CompanyHub and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your CompanyHub account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your CompanyHub account Before you create the connection in Make, you should first obtain your **API Key** in your CompanyHub account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Settings**. ::: :::WorkflowBlockItem Click** Integrations**. ::: :::WorkflowBlockItem Copy the** subdomain** displayed on the integrations page. ::: :::WorkflowBlockItem Copy the** API key** displayed on the integrations page. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://companyhub.com/docs/api-documentation) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the CompanyHub module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your CompanyHub account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # CompanyHub modules After connecting to the CompanyHub app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Add a Product on a Quote Adds a chosen product to a specific quote identified by its ID. ::: :::ExpandableHeading ### Add a Product on a Sales Order Adds a chosen product to a specific sales order identified by its ID. ::: :::ExpandableHeading ### Create a Company Creates a new company record in your account. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your address book or contact list. ::: :::ExpandableHeading ### Create a Deal Creates a new sales deal record in your account. ::: :::ExpandableHeading ### Create a Quote Generates a new sales quote for a customer. ::: :::ExpandableHeading ### Create a Record Creates a new record in the table you specify by its name. ::: :::ExpandableHeading ### Create a Sales Order Creates a new sales order record in your system. ::: :::ExpandableHeading ### Delete a Company Deletes a specific company from your account using its unique ID. ::: :::ExpandableHeading ### Delete a Contact Deletes a specific contact from your account using the provided contact ID. ::: :::ExpandableHeading ### Delete a Deal Deletes a specific deal identified by its unique ID. ::: :::ExpandableHeading ### Delete a Quote Deletes a specific quote identified by its unique ID. ::: :::ExpandableHeading ### Delete a Quote Product Removes a specific product from a quote using the provided quote ID. ::: :::ExpandableHeading ### Delete a Record Deletes a record from a specified table using its unique ID. ::: :::ExpandableHeading ### Delete a Sales Order Deletes a specific sales order from your account using its unique ID. ::: :::ExpandableHeading ### Delete a Sales Order Product Deletes a specific sales order product from your account using its unique ID. ::: :::ExpandableHeading ### Get a Company Fetches comprehensive information about a specific company using its unique ID. ::: :::ExpandableHeading ### Get a Contact Fetches and displays detailed information for a specific contact using the provided contact ID. ::: :::ExpandableHeading ### Get a Deal Fetches comprehensive information about a specific deal using its unique ID. ::: :::ExpandableHeading ### Get a Quote Fetches and displays detailed information for a specific quote using its unique ID. ::: :::ExpandableHeading ### Get a Quote Product Fetches detailed information about a specific quote product using its unique ID. ::: :::ExpandableHeading ### Get a Record Fetches detailed information about a specific record from a chosen table using its unique ID. ::: :::ExpandableHeading ### Get a Sales Order Fetches comprehensive information about a specific sales order using its unique ID. ::: :::ExpandableHeading ### Get a Sales Order Product Fetches detailed information about a specific sales order product using its unique ID. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to a specified endpoint. ::: :::ExpandableHeading ### Search Companies Searches for companies based on specified criteria. ::: :::ExpandableHeading ### Search Contacts Searches for contacts based on specified criteria. ::: :::ExpandableHeading ### Search Deals Searches for available deals based on specified criteria. ::: :::ExpandableHeading ### Search Quote Products Searches for products associated with a specific quote. ::: :::ExpandableHeading ### Search Quotes Searches for and retrieves quotes based on specified criteria. ::: :::ExpandableHeading ### Search Records Searches for records within a specific table that you identify by its name. ::: :::ExpandableHeading ### Search Sales Orders Searches for existing sales orders in your account. ::: :::ExpandableHeading ### Search Sales Orders Products Searches for products associated with sales orders. ::: :::ExpandableHeading ### Update a Company Updates the details of a specific company identified by its unique ID. ::: :::ExpandableHeading ### Update a Contact Updates the details of an existing contact identified by a specific ID. ::: :::ExpandableHeading ### Update a Deal Updates the details of a specific deal identified by its unique ID. ::: :::ExpandableHeading ### Update a Quote Updates the details of a specific quote identified by its unique ID. ::: :::ExpandableHeading ### Update a Quote Product Updates the details of a specific quote product identified by its ID. ::: :::ExpandableHeading ### Update a Record Updates an existing record in a specified table by its name. ::: :::ExpandableHeading ### Update a Sales Order Updates the details of a specific sales order identified by its unique ID. ::: :::ExpandableHeading ### Update a Sales Order Product Updates the details of a specific sales order product identified by its ID. ::: :::ExpandableHeading ### Watch New Company Triggers when a new company record is added to your system. ::: :::ExpandableHeading ### Watch New Contact Triggers when a new contact is added to your account. ::: :::ExpandableHeading ### Watch New Deal Triggers when a new deal is added to your account. ::: :::ExpandableHeading ### Watch New Quote Triggers when a new quote is generated in your system. ::: :::ExpandableHeading ### Watch New Quote Product Triggers when a new product is added to a quote. ::: :::ExpandableHeading ### Watch New Record Triggers when a new record is added to a specific table in your database. ::: :::ExpandableHeading ### Watch New Sales Order Triggers when a new sales order is created in your system. ::: :::ExpandableHeading ### Watch New Sales Order Product Triggers when a new product is added to a sales order. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # CompanyHub resources You can have access to more resources related to this app on the following links - [CompanyHub website](https://companyhub.com/) - [CompanyHub API documentation](https://companyhub.com/docs/api-documentation) - [CompanyHub page on make](https://www.make.com/en/integrations/companyhub) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::