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 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 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, https //nectarcrm com br/ for subscription, refer to the https //nectarcrm com br/ connect néctar crm and {{product name}} to get started, you must first create a connection between néctar crm and {{product name}} , 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 {{product name}} , 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 {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //ajuda nectarcrm com br/hc/pt br/articles/20569656854035 como criar um token do nectar create the connection in {{product name}} https //www make com/en/register , add the néctar 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 néctar crm account or follow the on screen instructions to create the connection for detailed information on connecting an application, see 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 {{scenario plural lowercase}} atualizar um contato updates the details of an existing contact atualizar um produto updates the details of an existing product atualizar uma oportunidade updates the details of an existing opportunity atualizar uma qualificação updates an existing qualification with new information atualizar uma tarefa updates the details of an existing task consultar um contato retrieves detailed information about a specific contact consultar um produto retrieves detailed information about a specific product consultar uma oportunidade returns detailed information about a specific opportunity consultar uma qualificação retrieves detailed information about a specific qualification consultar uma tarefa returns detailed information about a specific task criar um contato creates a new contact in your account criar um produto creates a new product in your account criar uma oportunidade creates a new sales opportunity in your system criar uma qualificação creates a new qualification record criar uma tarefa creates a new task in the specified application fazer uma chamada api perform an authorized api call to a specified endpoint of your choice listar contatos retrieves a complete list of all contacts in your account listar oportunidades retrieves a complete list of all opportunities listar produtos retrieves a complete list of all products listar qualificações retrieves a complete list of all qualifications listar tarefas retrieves a complete list of all tasks 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}} néctar crm resources you can have access to more resources related to this app on the following links https //nectarcrm com br/ https //nectarcrm docs apiary io/# https //www make com/en/integrations/nectar crm