CRM and Sales tools
Initiative CRM
8 min
initiative crm is a customer relationship management platform that helps businesses manage contacts, sales, and marketing activities integrating with make com enables automated workflows, streamlining data exchange and boosting productivity across sales and marketing processes limited documentation we currently can't provide complete documentation for initiative crm because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from initiative crm and public sources to create detailed guides initiative crm modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a record adds a new record to your database delete a record deletes a specific record from your database or system get a record retrieve detailed information for a specific record from the module you choose make an api call allows you to make a custom api request to the service using your authorized account search records finds and returns records from the selected module that meet your chosen criteria update a record updates the details of an existing record with new information watch records this module notifies you whenever a new record is added or an existing record is updated 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}} initiative crm resources you can have access to more resources related to this app on the following links https //community make com/search?q=initiative%20crm https //www initiative crm com https //uploads ssl webflow\ com/6391b7d31338fdd543fc7734/63e91d543f712741044a4f41 documentation api rest in v1 1 pdf https //www make com/en/integrations/initiative crm help us improve this documentation have experience with initiative crm? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone