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. |
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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 Cubo CRM directly.
Requirements
To use the Cubo CRM app in Make, you must have an active account and an API Key, create your account on Cubo CRM.
Connect Cubo CRM and Make
To get started, you must first create a connection between Cubo CRM and Make, 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 Make
Log in in your Make account, add the Cubo CRM 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 Cubo CRM or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Cubo CRM modules
After connecting to the Cubo CRM 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.
Cubo CRM resources
You can have access to more resources related to this app on the following links