--- title: Flexie CRM slug: flexie-crm description: How to integrate Flexie CRM with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_flexie-crm.png createdAt: 2025-02-03T13:28:36.234Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/flexie-crm.png" alt="Flexie CRM logo" caption size="50" width="512" height="512"} | Flexie CRM is a customizable customer relationship management platform for automating sales, marketing, and support processes. Integrating Flexie CRM with Make.com allows users to automate lead management, contact updates, and workflow triggers directly from their Flexie account. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official Flexie CRM documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [Flexie CRM](https://flexie.io/request-a-demo) directly. ::: # Requirements To use the Flexie CRM app in Make, you must have an active account and an API Key, [create your account on Flexie CRM](https://flexie.io). For subscription, refer to the [Flexie CRM pricing page](https://flexie.io). # Connect Flexie CRM and Make To get started, you must first create a connection between Flexie CRM and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Flexie CRM account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your Flexie CRM account Before you create the connection in Make, you should first obtain your **API Key** in your Flexie CRM account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** Settings section** after logging in to your Flexie CRM account. ::: :::WorkflowBlockItem Click on the** API or Integrations tab** to locate your API credentials. ::: :::WorkflowBlockItem Copy the** API key** displayed on the screen. ::: :::: 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.](https://flexie.io/api-docs/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Flexie CRM module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your Flexie CRM account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Flexie CRM modules After connecting to the Flexie CRM app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Contact Creates a new contact record in your selected application. ::: :::ExpandableHeading ### Create a Custom Entity Creates a new custom entity record in your application. ::: :::ExpandableHeading ### Create a Deal Creates a new deal record in your selected CRM or sales platform. ::: :::ExpandableHeading ### Create a Lead Creates a new lead record in your CRM or sales platform. ::: :::ExpandableHeading ### Create an Account Creates a new user account in the specified application. ::: :::ExpandableHeading ### Delete a Contact Permanently removes a specified contact from your account. ::: :::ExpandableHeading ### Delete a Custom Entity Deletes a specified custom entity from your account. ::: :::ExpandableHeading ### Delete a Deal Permanently removes a selected deal from your account. ::: :::ExpandableHeading ### Delete a Lead Permanently removes a specified lead from your database. ::: :::ExpandableHeading ### Delete an Account Permanently removes a specified user account from the system. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information about a specific contact. ::: :::ExpandableHeading ### Get a Custom Entity Retrieves detailed information about a specified custom entity. ::: :::ExpandableHeading ### Get a Deal Retrieves detailed information about a specific deal. ::: :::ExpandableHeading ### Get a Lead Retrieves detailed information about a specific lead. ::: :::ExpandableHeading ### Get an Account Retrieves detailed information about a specific account. ::: :::ExpandableHeading ### List Accounts Retrieves a list of all user accounts from your connected service. ::: :::ExpandableHeading ### List Contacts Retrieves a list of all contacts from your account. ::: :::ExpandableHeading ### List Custom Entities Retrieves a list of all custom entities from your account. ::: :::ExpandableHeading ### List Deals Retrieves a list of all existing deals from your account. ::: :::ExpandableHeading ### List Leads Retrieves a list of all leads from your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Universal Trigger Triggers when the specific entity you connected the webhook to performs an action or is activated. ::: :::ExpandableHeading ### Update a Contact Updates the details of an existing contact in your account. ::: :::ExpandableHeading ### Update a Custom Entity Updates the details of a specified custom entity in your system. ::: :::ExpandableHeading ### Update a Deal Updates the details of an existing deal. ::: :::ExpandableHeading ### Update a Lead Updates the details of an existing lead in your system. ::: :::ExpandableHeading ### Update an Account Updates the details of an existing account. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Flexie CRM resources You can have access to more resources related to this app on the following links - [Flexie CRM topics on Make community](https://community.make.com/search?q=Flexie%20CRM) - [Flexie CRM website](https://flexie.io) - [Flexie CRM API documentation](https://flexie.io/api-docs/) - [Flexie CRM page on make](https://www.make.com/en/integrations/flexie-crm) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::