--- title: Sage Sales Management slug: force-manager description: How to integrate Sage Sales Management with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_force-manager.png docTags: createdAt: 2025-12-21T21:12:14.240Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/force-manager.png" alt="Sage Sales Management logo" caption size="50" width="512" height="512"} | ForceManager is a CRM platform designed for field sales teams, offering tools for activity tracking, sales reporting, and customer management. Integrating ForceManager with Make.com allows users to automate lead updates, synchronize contacts, and trigger sales workflows across multiple apps. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official Sage Sales Management documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [Sage Sales Management](https://support.forcemanager.net/en/articles/8613596-como-puedo-contactar-con-soporte) directly. ::: # Requirements To use the Sage Sales Management app in Make, you must have a Sage Sales Management account and both a Public API Key and a Private API Key, [create your account on Sage Sales Management](https://www.forcemanager.com/). For subscription, refer to the [Sage Sales Management pricing page](https://www.forcemanager.com/). # Connect Sage Sales Management and Make To get started, you must first create a connection between Sage Sales Management and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Sage Sales Management account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your Sage Sales Management account Before you create the connection in Make, you should first obtain your **API Key** in your Sage Sales Management account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Settings** ::: :::WorkflowBlockItem Click** Integrations** ::: :::WorkflowBlockItem Click** API key management** ::: :::WorkflowBlockItem Copy the** API key** displayed on screen ::: :::WorkflowBlockItem Copy the** private key** displayed on 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://developer.forcemanager.com/) ## 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 Sage Sales Management 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 Sage Sales Management 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. # Sage Sales Management modules After connecting to the Sage Sales Management 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 Sales Order Creates a new sales order record in your system. ::: :::ExpandableHeading ### Create a Sales Order Line Creates a new line item within a sales order, specifying product details, quantity, and pricing. ::: :::ExpandableHeading ### Create an Account Creates a new user account in the specified application. ::: :::ExpandableHeading ### Create an Activity Creates a new activity record in your selected application. ::: :::ExpandableHeading ### Create an Entity Creates a new entity record in your selected application. ::: :::ExpandableHeading ### Create an Event/Task Creates a new event in your calendar. ::: :::ExpandableHeading ### Create an Opportunity Creates a new sales opportunity record in your CRM system. ::: :::ExpandableHeading ### Create or Update a Contact Updates an existing contact’s details or creates a new contact if one with the specified information does not already exist. ::: :::ExpandableHeading ### Create or Update an Account Updates an existing account with new information or creates a new account if one does not already exist. ::: :::ExpandableHeading ### Find a Contact Searches for a contact using any specified field, such as name, email, or phone number. ::: :::ExpandableHeading ### Find an Account Searches for an account using any specified field, such as name, email, or account ID. ::: :::ExpandableHeading ### Find an Entity Searches for a specific entity using any available field as a search parameter. ::: :::ExpandableHeading ### Find an Opportunity Searches for an opportunity based on specified field criteria. ::: :::ExpandableHeading ### Get a Sales Order Line Retrieves detailed information for a specific sales order line using its unique ID. ::: :::ExpandableHeading ### Get a User Retrieves detailed information about a specific user using their unique ID. ::: :::ExpandableHeading ### List Branches Retrieves a list of all branches within a specified repository. ::: :::ExpandableHeading ### List Countries Retrieves a list of all available countries from the database. ::: :::ExpandableHeading ### List Currencies Retrieves a list of available currency codes and their details. ::: :::ExpandableHeading ### List Sales Order Lines Retrieve all line items linked to a specific sales order. ::: :::ExpandableHeading ### List Timezones Retrieves a comprehensive list of available timezones. ::: :::ExpandableHeading ### List Users Retrieves a list of all users from your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Contact Updates the details of an existing contact in your account. ::: :::ExpandableHeading ### Update a Sales Order Updates the details of an existing sales order. ::: :::ExpandableHeading ### Update a Sales Order Line Updates the details of an existing sales order line, such as quantity, price, or product information. ::: :::ExpandableHeading ### Update an Account Updates the details or information of an existing account. ::: :::ExpandableHeading ### Update an Activity Updates the details of an existing activity. ::: :::ExpandableHeading ### Update an Entity Updates the details or properties of a specified entity. ::: :::ExpandableHeading ### Update an Event/Task Updates the details of an existing calendar event. ::: :::ExpandableHeading ### Update an Opportunity Updates the details of an existing sales opportunity. ::: :::ExpandableHeading ### Watch Created Accounts Triggers when a new user account is successfully created in your system. ::: :::ExpandableHeading ### Watch Created Activities Triggers when a new activity record is added to your account. ::: :::ExpandableHeading ### Watch Created Calendar Items Triggers when a new event is added to your calendar. ::: :::ExpandableHeading ### Watch Created Contacts Triggers when a new contact is added to your account. ::: :::ExpandableHeading ### Watch Created Opportunities Triggers when a new sales opportunity is added to your account. ::: :::ExpandableHeading ### Watch Created Sales Orders Triggers when a new sales order is added to your account. ::: :::ExpandableHeading ### Watch Updated Accounts Triggers when any changes are made to an existing account's details. ::: :::ExpandableHeading ### Watch Updated Activities Triggers when any changes are made to an existing activity. ::: :::ExpandableHeading ### Watch Updated Calendar Items Triggers when any changes are made to an existing event in your calendar. ::: :::ExpandableHeading ### Watch Updated Contacts Triggers when any information about an existing contact is changed. ::: :::ExpandableHeading ### Watch Updated Opportunities Triggers when any details of an existing opportunity are modified. ::: :::ExpandableHeading ### Watch Updated Sales Orders Triggers when any changes are made to an existing sales order. ::: # 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. # Sage Sales Management resources You can have access to more resources related to this app on the following links - [Sage Sales Management topics on Make community](https://community.make.com/search?q=Sage%20Sales%20Management) - [Sage Sales Management website](https://www.forcemanager.com/) - [Sage Sales Management API documentation](https://developer.forcemanager.com/) - [Sage Sales Management page on make](https://www.make.com/en/integrations/force-manager) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::