Cubo CRM

cubosuite is a brazilian all in one crm and marketing automation platform offering lead management, landing page creation, whatsapp integration, and analytics integrating with make com enables users to automate workflows, sync data, and enhance sales and marketing processes this is ai generated content based on official cubo crm documentation the content may still contain errors—please verify important information if you have questions on vendor documentation, contact https //cubosuite com br/ directly requirements to use the cubo crm app in make, you must have an active account and an api key, https //cubosuite com br/ connect cubo crm and {{product name}} to get started, you must first create a connection between cubo crm and {{product name}} , allowing the two services to communicate you can connect using the following method bearer token,api key bearer token instructions you need to generate your bearer token (api key) to authenticate your requests log in to your cubo crm platform using your credentials navigate to the api key section initiate the process to create a new api key provide a title for your api key as required confirm the creation of the api key locate and copy the generated value field, which is your bearer token api key instructions you need to generate a new api key for your integration log in to your cubo crm platform account navigate to the api keys section initiate the process to create a new api key provide a title for your api key as required confirm and complete the creation process locate and copy the generated value field, which is your api key create the connection in {{product name}} https //www make com/en/register , add the cubo crm 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 cubo crm or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page cubo crm modules after connecting to the cubo crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a negotiation creates a new negotiation record in cubo crm, capturing all relevant details such as selected products and any specified custom fields make an api call executes a custom api request to the connected service using your authorized credentials update a negotiation modifies an existing negotiation in cubo crm by updating its details, such as custom fields and associated products, or by adding new information to the negotiation record 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}} cubo crm resources you can have access to more resources related to this app on the following links https //community make com/search?q=cubo%20crm https //cubosuite com br/ https //docs cubosuite com br/criar nova chave de api 17306071e0 https //www make com/en/integrations/cubo crm