Sage Sales Management
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. |
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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 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. For subscription, refer to the Sage Sales Management pricing page.
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.
Obtain your API Key in your Sage Sales Management account
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 :
Navigate to Settings
Click Integrations
Click API key management
Copy the API key displayed on screen
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.
Create the connection in Make
Log in in your Make account, add the Sage Sales Management 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 Sage Sales Management 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.
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.
Templates
You can look for more templates in Make's template gallery, 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