Néctar CRM
 | 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. |
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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 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. For subscription, refer to the Néctar CRM pricing page.
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.
Obtain your Token in your Néctar CRM account
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 :
Navigate to the settings panel by clicking the gear icon after logging in.
Click Integrations in the settings menu.
Click the APIs tab within the Integrations section.
Click the Generate Token button.
Enter a name for the API token.
Enter the period of validity for the API token.
Select the responsible user for the API token.
Click the Save or Confirm button to generate the API token.
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.
Create the connection in Make
Log in in your Make account, add the Néctar CRM module to your scenario, 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 Néctar CRM account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Néctar CRM modules
After connecting to the Néctar CRM app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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