CRM and Sales tools
Moskit CRM
18 min
moskit crm is a sales focused customer relationship management platform that helps teams manage leads, sales pipelines, and client interactions integrating moskit crm with make com enables automated lead capture, deal updates, and streamlined sales workflow synchronization across other business tools this is ai generated content based on official moskit crm documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www moskitcrm com/contato directly requirements to use the moskit crm app in make, you must have an active moskit account and an api key, https //www moskitcrm com/ for subscription, refer to the https //www moskitcrm com/ connect moskit crm and {{product name}} to get started, you must first create a connection between moskit crm and {{product name}} , allowing the two services to communicate obtain your api key in your moskit crm account create the connection in make obtain your api key in your moskit crm account before you create the connection in {{product name}} , you should first obtain your api key in your moskit crm account to obtain your api key navigate to the marketplace module from the menu on the left click on api publica do moskit crm in the apps section enable the integration to generate a new api key copy the api key displayed 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 //ajuda moskitcrm com/pt br/articles/1343806 api publica para integracoes create the connection in {{product name}} https //www make com/en/register , add the moskit 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 moskit crm account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page moskit crm modules after connecting to the moskit crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} atualizar um contato allows you to update the details of an existing contact atualizar um negócio allows you to update the details of an existing deal atualizar uma atividade allows you to update the details of an existing activity atualizar uma empresa allows you to update the details or information of a specific company buscar um contato retrieves detailed information about a contact using their unique id buscar um negócio retrieves detailed information about a specific deal using its unique id buscar uma atividade returns detailed information about a specific activity using its id buscar uma empresa retrieves detailed information about a specific company using its unique id criar um contato creates a new contact in your account criar um negócio creates a new business record criar uma atividade creates a new activity within your account criar uma empresa creates a new company record in the system fazer uma chamada api executes a custom authorized api call to a specified endpoint listar atividades returns a list containing all activities listar contatos returns a list of all contacts in your account listar empresas returns a list of all companies in your account listar negócios returns a list of all deals in your account pesquisar campos personalizados allows you to search for data within the custom fields entity pesquisar tipos searches for phone types, email addresses, and social media profiles pesquisar tipos de atividade allows you to search for information on different activity types 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}} moskit crm resources you can have access to more resources related to this app on the following links https //www moskitcrm com/ https //developers moskitcrm com/docs https //www make com/en/integrations/moskitcrm