CRM and Sales tools
Disciple Tools
9 min
disciple tools is a customizable crm designed for managing disciple making movements and tracking relationships integrating with make com lets users automate contact management, follow up tasks, and reporting for outreach or ministry workflows directly from their disciple tools accounts this is ai generated content based on official disciple tools documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //disciple tools/join the community/ directly requirements to use the disciple tools app in make, you must have an active account with valid username and password, https //disciple tools/ for subscription, refer to the https //disciple tools/ connect disciple tools and {{product name}} to get started, you must first create a connection between disciple tools and {{product name}} , allowing the two services to communicate obtain your api key in your disciple tools account create the connection in make obtain your api key in your disciple tools account before you create the connection in {{product name}} , you should first obtain your api key in your disciple tools account to obtain your api key click the gear icon on the top right and click admin select settings (dt) in the left hand column click the site link system tab copy the dt base url shown on the page copy the api key shown on the page copy the post type shown on the page you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //disciple tools/user docs/getting started info/admin/settings dt/site link system/ create the connection in {{product name}} https //www make com/en/register , add the disciple tools 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 disciple tools account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page disciple tools modules after connecting to the disciple tools app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create post type record create a new record for a specific post type make an api call executes a custom api request to the connected service using your authorized credentials 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}} disciple tools resources you can have access to more resources related to this app on the following links https //community make com/search?q=disciple%20tools https //disciple tools/ https //developers disciple tools https //www make com/en/integrations/disciple tools