coreBos
 | coreBOS is an open-source CRM platform for managing sales, marketing, and customer support. Integrating coreBOS with Make.com enables users to automate lead management, synchronize contacts, and trigger workflows based on CRM events. |
|---|
This is AI-generated content based on official coreBos documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact coreBos directly.
Requirements
To use the coreBos app in Make, you must have an active coreBOS account with valid user credentials, create your account on coreBos. For subscription, refer to the coreBos pricing page.
Connect coreBos and Make
To get started, you must first create a connection between coreBos and Make, allowing the two services to communicate.
Obtain your Basic in your coreBos account
Create the connection in Make.
Obtain your Basic in your coreBos account
Before you create the connection in Make, you should first obtain your Basic in your coreBos account.
To obtain your Basic :
Navigate to your user profile by clicking on your username or profile icon after logging in.
Click on My Preferences.
Copy the access key displayed in the My Preferences section.
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 coreBos 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 coreBos 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.
coreBos modules
After connecting to the coreBos 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.
coreBos resources
You can have access to more resources related to this app on the following links