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. |
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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 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. For subscription, refer to the CompanyHub pricing page.
Connect CompanyHub and Make
To get started, you must first create a connection between CompanyHub and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the CompanyHub module to your scenario, 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 Connect an applicationConnect an application. page.
CompanyHub modules
After connecting to the CompanyHub app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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