Livespace CRM

livespace is a crm platform focused on sales process management, pipeline tracking, and team collaboration integrating livespace with make com allows users to automate deal updates, manage contacts, and trigger tasks based on sales activities directly within their crm this is ai generated content based on official livespace crm documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www livespace io/en/contact/ directly requirements to use the livespace crm app in make, you must have an active account and an api key, https //www livespace io/ for subscription, refer to the https //www livespace io/ connect livespace crm and {{product name}} to get started, you must first create a connection between livespace crm and {{product name}} , allowing the two services to communicate obtain your api key in your livespace crm account create the connection in make obtain your api key in your livespace crm account before you create the connection in {{product name}} , you should first obtain your api key in your livespace crm account to obtain your api key navigate to account settings click api in the sidebar menu click users of your livespace account copy the api key displayed on screen copy the api secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //support livespace io/en/articles/3572069 api documentation and information create the connection in {{product name}} https //www make com/en/register , add the livespace crm module to your {{scenario singular lowercase}} , 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 livespace crm account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page livespace crm modules after connecting to the livespace crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a cost to a deal adds a specified cost amount to an existing deal add a product to a deal adds a specific product item to an existing deal in your account create a company creates a new company record in your system create a deal creates a new sales deal record in your crm system create a note for a company creates a new note associated with a specific company record create a note for a deal adds a new note to a specific deal in your account create a note for a person creates a new note linked to a specific person in your account create a person creates a new person record in your system create a task creates a new task in your selected application get a company retrieve detailed information about a specific company get a deal retrieve comprehensive information about a specific deal get a person retrieves comprehensive information about a specific person list companies searches for companies based on specified criteria list costs retrieve a list of all costs recorded in your account list deals searches for available deals based on specified criteria list persons searches for people based on specified criteria list products retrieve a list of all available products log a call for a company creates a detailed record of a phone call made or received by a company log a call for a person creates a detailed record of a phone call associated with a specific person make an api call executes a custom api request to the connected service using your authorized credentials send a notification to an user sends a notification message directly to a specified user update a company updates the details of an existing company record update a deal updates the details of an existing deal update a person updates the details of an existing person in your database watch closed deals triggers when a deal is marked as closed in your system watch completed actions in deals triggers when a process action within a deal is completed and marked as done watch created companies triggers when a new company record is created in your system watch created deals triggers when a new deal is created in your account watch created persons triggers when a new person record is created in your system watch modified companies triggers when any details of an existing company are updated watch modified deals triggers when any changes are made to an existing deal watch modified persons triggers when any details of an existing person record are updated watch stage changes in deals triggers when the stage of an existing deal is updated to a different stage 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}} livespace crm resources you can have access to more resources related to this app on the following links https //community make com/search?q=livespace%20crm https //www livespace io/ https //www livespace io/api documentation https //www make com/en/integrations/livespace crm