CRM and Sales tools

Salesmachine

1min

The Salesmachine modules allow you to monitor, create, update, send, retrieve, and list the accounts, contacts, and events in your Salesmachine account.

A Salesmachine account - create an account at salesmachine.io

Connecting Salesmachine to Make

To connect your Salesmachine account to Make you need to obtain the API Token from your Salesmachine account and insert it in the Create a connection dialog in the Make module.

1. Write to the [email protected] account.

2. Go to Make and open the Salesmachine module's Create a connection dialog.

3. In the Connection name field, enter a name for the connection.

4. In the API Token v2 field, enter the token received from the sales team, and click Continue.

Enter the v1 API token for the following modules:

  • Create/Update a Contact
  • Create/Update an Account
  • Create an Event

The connection has been established.