SALESmanago
With the SALESmanago app in , you can manage contacts and tasks, add notes, and send emails and SMSes in your SALESmanago account.
To use the SALESmanago app in , you must have a paid SALESmanago account. For subscription information, refer to the SALESmanago Pricing page.
To establish the connection, you must:
Before you create the connection in , you should first obtain an Endpoint, Client ID, and API secret in your SALESmanago account.
To obtain these values:
Log in to your SALESmanago account.
Click the Menu icon in the top-left corner, then go to Integration Center > API.
Copy the Endpoint, Client ID and API Secret values shown and store them in a safe place.
You will use these values in the Endpoint, Client ID and API Secret fields in Make.
Once you have your SALESmanago Endpoint, Client ID, and API secret, you're ready to create the connection in .
To create the connection:
Log in to your account, add an SALESmanago module to your , and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the Endpoint, Client ID, and API Secret fields, paste the values copied from your SALESmanago account.
In the Owner field, enter your SALESmanago account's email address.
Click Save.
If prompted, authenticate your account and confirm access.
You've successfully created the connection and can now use the SALESmanage app in your . If you want to make changes to your connection in the future, follow the steps here.
After connecting to the SALESmanago app, you can use the following types of modules to build your .