---
title: Initiative CRM
slug: initiative-crm
description: How to integrate Initiative CRM with Make.com
image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_initiative-crm.png
createdAt: 2025-12-10T18:03:19.925Z
---

| :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/initiative-crm.png" alt="Initiative CRM logo" caption size="50" width="512" height="512"}<br /> | 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. |
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**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.
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# Initiative CRM modules

You can choose from a list of available modules to build your scenarios.&#x20;

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### Create a Record

Adds a new record to your database.
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### Delete a Record

Deletes a specific record from your database or system.
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### Get a Record

Retrieve detailed information for a specific record from the module you choose.
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### Make an API Call

Allows you to make a custom API request to the service using your authorized account.
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### Search Records

Finds and returns records from the selected module that meet your chosen criteria.
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### Update a Record

Updates the details of an existing record with new information.
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### Watch Records

This module notifies you whenever a new record is added or an existing record is updated.
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# 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.

# Initiative CRM resources&#x20;

You can have access to more resources related to this app on the following links :

- [Join discussions about  Initiative CRM on Make community](https://community.make.com/search?q=Initiative%20CRM)
- [Visit Initiative CRM website ](https://www.initiative-crm.com)
- [View Initiative CRM API documentation](https://uploads-ssl.webflow.com/6391b7d31338fdd543fc7734/63e91d543f712741044a4f41_Documentation-API_REST_IN_v1.1.pdf)
- [Visit Initiative CRM page on make](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 [Make community](https://community.make.com)

Your feedback helps us create better documentation for everyone.

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