CRM and Sales tools
MobiCRM
7 min
mobicrm is a mobile first crm platform for managing sales, contacts, tasks, and customer interactions integrating mobicrm with make com enables users to automate lead capture, synchronize contacts, and streamline sales pipeline updates across their business tools this is ai generated content based on official mobicrm documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www mobi crm com/ directly requirements to use the mobicrm app in make, you must have an active account and depending on the authentication scheme possibly an api key oauth credentials or other valid login credentials, https //www mobi crm com/ for subscription, refer to the https //www mobi crm com/ mobicrm modules after connecting to the mobicrm app, you can choose from a list of available modules to build your create minutes generates meeting minutes from your provided information create a contact adds a new contact to your account create a lead adds a new lead to your crm or sales platform create a todo creates a new to do item in your selected task list create an account creates a new user account in the connected application make an api call executes a custom api request to the connected service using your authorized credentials templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created mobicrm resources you can have access to more resources related to this app on the following links https //www mobi crm com/ https //zapier com/apps/mobicrm/integrations https //www make com/en/integrations/mobicrm