SlimCRM
SlimCRM is a cloud-based customer relationship management platform designed for Vietnamese businesses, offering tools for sales, marketing, project management, and customer support. Integrating with Make.com enables automated workflows, boosting productivity and streamlining business operations. |
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This is AI-generated content based on official SlimCRM documentation. The content may still contain errors—please verify important information. If you have questions on vendor documentation, contact SlimCRM directly.
Requirements
To use the SlimCRM app in Make, you must have an active SlimCRM account with API access enabled and a valid API token, create your account on SlimCRM.
Connect SlimCRM and Make
To get started, you must first create a connection between SlimCRM and Make, allowing the two services to communicate.
You can connect using the following method: API Token.
API Token Instructions
You need to generate an API Token to access the API.
Navigate to the System section.
Go to Settings.
Select API Management.
Click the Add Account button to create a new API Token.
Note the generated API Token. Each token will have an expiration time set by the creator.
If you do not see the API Management section, request the SlimCRM support team to activate the API feature.
Create the connection in Make
Log in in your Make account, add the SlimCRM 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 SlimCRM or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
SlimCRM modules
After connecting to the SlimCRM 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.
SlimCRM resources
You can have access to more resources related to this app on the following links