Flexie CRM
 | 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. |
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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 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. For subscription, refer to the Flexie CRM pricing page.
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.
Obtain your API Key in your Flexie CRM account
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 :
Navigate to the Settings section after logging in to your Flexie CRM account.
Click on the API or Integrations tab to locate your API credentials.
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.
Create the connection in Make
Log in in your Make account, add the Flexie 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 Flexie CRM 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.
Flexie CRM modules
After connecting to the Flexie 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.
Flexie CRM resources
You can have access to more resources related to this app on the following links