CRM Messaging
 | CRM Messaging enables businesses to send SMS, WhatsApp, and Viber messages to customers. Integrating CRM Messaging with Make.com allows automated sending, scheduling, and tracking of multi-channel customer communications directly from your workflows. |
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This is AI-generated content based on official CRM Messaging documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact CRM Messaging directly.
Requirements
To use the CRM Messaging app in Make, you must have an active CRM Messaging account and a token from the developer console, create your account on CRM Messaging. For subscription, refer to the CRM Messaging pricing page.
Connect CRM Messaging and Make
To get started, you must first create a connection between CRM Messaging and Make, allowing the two services to communicate.
Obtain your Basic in your CRM Messaging account
Create the connection in Make.
Obtain your Basic in your CRM Messaging account
Before you create the connection in Make, you should first obtain your Basic in your CRM Messaging account.
To obtain your Basic :
Navigate to the Account section in the CRM Messaging portal.
Click the Developer Console tab.
Copy the API key displayed as the gohighlevel token.
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 CRM Messaging 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 CRM Messaging 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.
CRM Messaging modules
After connecting to the CRM Messaging 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.
CRM Messaging resources
You can have access to more resources related to this app on the following links