CompanyHub

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 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 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, https //companyhub com/ for subscription, refer to the https //companyhub com/ connect companyhub and {{product name}} to get started, you must first create a connection between companyhub and {{product name}} , allowing the two services to communicate obtain your api key in your companyhub account create the connection in make obtain your api key in your companyhub account before you create the connection in {{product name}} , you should first obtain your api key in your companyhub account to obtain your api key navigate to settings click integrations copy the subdomain displayed on the integrations page copy the api key displayed on the integrations page 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 //companyhub com/docs/api documentation create the connection in {{product name}} https //www make com/en/register , add the companyhub 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 companyhub account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page companyhub modules after connecting to the companyhub app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a product on a quote adds a chosen product to a specific quote identified by its id add a product on a sales order adds a chosen product to a specific sales order identified by its id create a company creates a new company record in your account create a contact adds a new contact to your address book or contact list create a deal creates a new sales deal record in your account create a quote generates a new sales quote for a customer create a record creates a new record in the table you specify by its name create a sales order creates a new sales order record in your system delete a company deletes a specific company from your account using its unique id delete a contact deletes a specific contact from your account using the provided contact id delete a deal deletes a specific deal identified by its unique id delete a quote deletes a specific quote identified by its unique id delete a quote product removes a specific product from a quote using the provided quote id delete a record deletes a record from a specified table using its unique id delete a sales order deletes a specific sales order from your account using its unique id delete a sales order product deletes a specific sales order product from your account using its unique id get a company fetches comprehensive information about a specific company using its unique id get a contact fetches and displays detailed information for a specific contact using the provided contact id get a deal fetches comprehensive information about a specific deal using its unique id get a quote fetches and displays detailed information for a specific quote using its unique id get a quote product fetches detailed information about a specific quote product using its unique id get a record fetches detailed information about a specific record from a chosen table using its unique id get a sales order fetches comprehensive information about a specific sales order using its unique id get a sales order product fetches detailed information about a specific sales order product using its unique id make an api call executes a custom api request to a specified endpoint search companies searches for companies based on specified criteria search contacts searches for contacts based on specified criteria search deals searches for available deals based on specified criteria search quote products searches for products associated with a specific quote search quotes searches for and retrieves quotes based on specified criteria search records searches for records within a specific table that you identify by its name search sales orders searches for existing sales orders in your account search sales orders products searches for products associated with sales orders update a company updates the details of a specific company identified by its unique id update a contact updates the details of an existing contact identified by a specific id update a deal updates the details of a specific deal identified by its unique id update a quote updates the details of a specific quote identified by its unique id update a quote product updates the details of a specific quote product identified by its id update a record updates an existing record in a specified table by its name update a sales order updates the details of a specific sales order identified by its unique id update a sales order product updates the details of a specific sales order product identified by its id watch new company triggers when a new company record is added to your system watch new contact triggers when a new contact is added to your account watch new deal triggers when a new deal is added to your account watch new quote triggers when a new quote is generated in your system watch new quote product triggers when a new product is added to a quote watch new record triggers when a new record is added to a specific table in your database watch new sales order triggers when a new sales order is created in your system watch new sales order product triggers when a new product is added to a sales order 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}} companyhub resources you can have access to more resources related to this app on the following links https //companyhub com/ https //companyhub com/docs/api documentation https //www make com/en/integrations/companyhub