--- title: Néctar CRM slug: nectar-crm description: How to integrate Néctar CRM with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_nectar-crm.png docTags: createdAt: 2025-12-11T12:14:56.754Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/nectar-crm.png" alt="Néctar CRM logo" caption size="50" width="512" height="512"} | NectarCRM is a Brazilian customer relationship management platform offering tools for sales, marketing, and service automation. Integrating NectarCRM with Make.com enables users to automate lead management, sales pipeline updates, and customer communications directly from their NectarCRM account. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official Néctar CRM documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [Néctar CRM](https://ajuda.nectarcrm.com.br/hc/pt-br/requests/new) directly. ::: # Requirements To use the Néctar CRM app in Make, you must have an active Nectar CRM account and an API Key, [create your account on Néctar CRM](https://nectarcrm.com.br/). For subscription, refer to the [Néctar CRM pricing page](https://nectarcrm.com.br/). # Connect Néctar CRM and Make To get started, you must first create a connection between Néctar CRM and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Token in your Néctar CRM account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your Token in your Néctar CRM account Before you create the connection in Make, you should first obtain your **Token** in your Néctar CRM account. To obtain your **Token **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** settings panel** by clicking the** gear icon** after logging in. ::: :::WorkflowBlockItem Click** Integrations** in the** settings menu**. ::: :::WorkflowBlockItem Click the** APIs tab** within the** Integrations** section. ::: :::WorkflowBlockItem Click the** Generate Token** button. ::: :::WorkflowBlockItem Enter a name for the** API token**. ::: :::WorkflowBlockItem Enter the** period of validity** for the** API token**. ::: :::WorkflowBlockItem Select the** responsible user** for the** API token**. ::: :::WorkflowBlockItem Click the** Save** or** Confirm** button to generate the** API token**. ::: :::WorkflowBlockItem Copy the** API token** displayed after creation. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://ajuda.nectarcrm.com.br/hc/pt-br/articles/20569656854035-Como-criar-um-token-do-Nectar) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Néctar CRM module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your Néctar CRM account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Néctar CRM modules After connecting to the Néctar CRM app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Atualizar um Contato Updates the details of an existing contact. ::: :::ExpandableHeading ### Atualizar um Produto Updates the details of an existing product. ::: :::ExpandableHeading ### Atualizar uma Oportunidade Updates the details of an existing opportunity. ::: :::ExpandableHeading ### Atualizar uma Qualificação Updates an existing qualification with new information. ::: :::ExpandableHeading ### Atualizar uma Tarefa Updates the details of an existing task ::: :::ExpandableHeading ### Consultar um Contato Retrieves detailed information about a specific contact. ::: :::ExpandableHeading ### Consultar um Produto Retrieves detailed information about a specific product. ::: :::ExpandableHeading ### Consultar uma Oportunidade Returns detailed information about a specific opportunity. ::: :::ExpandableHeading ### Consultar uma Qualificação Retrieves detailed information about a specific qualification. ::: :::ExpandableHeading ### Consultar uma Tarefa Returns detailed information about a specific task. ::: :::ExpandableHeading ### Criar um Contato Creates a new contact in your account. ::: :::ExpandableHeading ### Criar um Produto Creates a new product in your account ::: :::ExpandableHeading ### Criar uma Oportunidade Creates a new sales opportunity in your system. ::: :::ExpandableHeading ### Criar uma Qualificação Creates a new qualification record. ::: :::ExpandableHeading ### Criar uma Tarefa Creates a new task in the specified application. ::: :::ExpandableHeading ### Fazer uma Chamada API Perform an authorized API call to a specified endpoint of your choice. ::: :::ExpandableHeading ### Listar Contatos Retrieves a complete list of all contacts in your account ::: :::ExpandableHeading ### Listar Oportunidades Retrieves a complete list of all opportunities ::: :::ExpandableHeading ### Listar Produtos Retrieves a complete list of all products ::: :::ExpandableHeading ### Listar Qualificações Retrieves a complete list of all qualifications. ::: :::ExpandableHeading ### Listar Tarefas Retrieves a complete list of all tasks. ::: # 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. # Néctar CRM resources You can have access to more resources related to this app on the following links - [Néctar CRM website](https://nectarcrm.com.br/) - [Néctar CRM API documentation](https://nectarcrm.docs.apiary.io/#) - [Néctar CRM page on make](https://www.make.com/en/integrations/nectar-crm) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::