CRM and Sales tools
User.com
34 min
user com is a customer communication platform offering live chat, email automation, and crm features integrating user com with make com lets users automate contact management, trigger personalized messages, and sync customer data across sales and marketing tools this is ai generated content based on official user com documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www user com/en directly requirements to use the user com app in make, you must have an active usercom account and a valid api key, https //www user com/en for subscription, refer to the https //www user com/en connect user com and {{product name}} to get started, you must first create a connection between user com and {{product name}} , allowing the two services to communicate obtain your api key in your user com account create the connection in make obtain your api key in your user com account before you create the connection in {{product name}} , you should first obtain your api key in your user com account to obtain your api key navigate to settings in your user com application click app settings select advanced click public api click the create api key button enter your application name set the desired api key parameters copy the api key displayed during 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 //docs user com/how to create and manage api keys/ create the connection in {{product name}} https //www make com/en/register , add the user com 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 user com account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page user com modules after connecting to the user com app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a company member adds an existing user account to a designated company within your system add a company tag applies a selected tag to a designated company record add a company tag by custom id adds a tag to a selected company using its custom company id add a product tag applies a designated tag to a selected product in your inventory add a product tag by custom id adds a tag to a selected product using its custom product id add a user to the list adds a selected user to an existing list add a user to the list by custom id adds a user to a selected list using their unique custom user id create a company creates a new company record in your account create a deal creates a new sales deal record in your crm system create a ticket creates a new support ticket in your selected system create a user creates a new user account in the connected application find most recent message retrieves the most recent message from your selected conversation or channel find user by user key searches for a user in your account using the specified user key attribute find users by email searches for users whose email matches a specified value find users by phone number search for users whose phone number matches a specified value get a company by custom id retrieves detailed information about a specific company using its custom company id get a deal by custom id retrieves detailed information about a specific deal using its custom deal id get a single company retrieves detailed information about a specified company get a single deal retrieves detailed information about a specific deal get a single email campaign retrieves detailed information about a particular email campaign get a single event retrieves a list of individual instances of a specified event get a single product segment retrieves a list of all products that belong to a specified product segment get a single ticket retrieves the details of a specific ticket get a single user retrieves detailed information about a specified user get a single user segment retrieves a list of all users who are assigned to a particular segment get a single user by custom id retrieves detailed information about a specific user using their custom user id list all companies retrieves a list of all companies from your account list all deals retrieves a list of all existing deals from your account list all email campaigns retrieves detailed information about every email campaign in your account list all tags retrieves a complete list of all available tags from your account list all tickets retrieves detailed information for every ticket in your account list all users retrieves a list of all users in your account list companies by tag retrieves a list of all companies that have been assigned a specific tag list deals by tag retrieves a list of all deals that contain a specified tag list deals by user retrieves all deals that are currently assigned to a specified user list products by tag retrieves a list of all products that have a specified tag assigned to them list users by tag retrieves a list of all users who have been assigned a specific tag make an api call executes a custom api request to the connected service using your authorized credentials send product event by custom id sends a product related event using a specified custom product id send a product event triggers a specific product related event, such as a product view or purchase, in your connected application send an event sends a specified event to your connected application or service send an event by custom id sends a specified event to a user identified by a custom user id update a company updates the details of an existing company record update a company by custom id updates the details of a specific company using a custom company id update a deal updates the details of a specific existing deal in your account update a deal by custom id updates the details of a specific deal using its custom deal id update a ticket modifies the details of an existing support ticket update a user updates the details of an existing user account update a user by custom id updates the details of a specific user identified by a custom user id update or create a company updates an existing company or creates a new company if one does not already exist update or create a deal updates an existing deal or creates a new deal if one does not already exist update or create a user updates an existing user’s information if the user is found; otherwise, creates a new user profile 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}} user com resources you can have access to more resources related to this app on the following links https //community make com/search?q=user com https //www user com/en https //apidocs user com/ https //www make com/en/integrations/usercom