CRM and Sales tools
Zixflow
14 min
zixflow is a sales engagement platform offering tools for lead management, multichannel outreach, and workflow automation integrating zixflow with make com lets users automate lead capture, nurture sequences, and sales communications directly within their existing workflows this is ai generated content based on official zixflow documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //zixflow\ com/ directly requirements to use the zixflow app in make, you must have an active zixflow account and an api key, https //zixflow\ com/ for subscription, refer to the https //zixflow\ com/ connect zixflow and {{product name}} to get started, you must first create a connection between zixflow and {{product name}} , allowing the two services to communicate obtain your api key in your zixflow account create the connection in make obtain your api key in your zixflow account before you create the connection in {{product name}} , you should first obtain your api key in your zixflow account to obtain your api key navigate to settings in your zixflow dashboard click workspace settings click developer click api key click the generate or create button to generate a new api key copy the api key displayed on screen 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 zixflow\ com/api reference/authentication create the connection in {{product name}} https //www make com/en/register , add the zixflow 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 zixflow account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page zixflow modules after connecting to the zixflow app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a collection record adds a new entry to a selected collection create a list entry adds a new item to the selected list create an activity adds a new activity or task to a specified collection delete list entry remove a specific entry from a chosen list delete a collection record remove a specific record from a chosen collection delete an activity remove specific information from a chosen activity make an api call executes a custom api request to the connected service using your authorized credentials send a message allows you to send large quantities of sms messages to recipients worldwide send a whatsapp template message sends pre defined template messages to recipients through whatsapp send an email sends a single email message to several recipients at once update list entry modifies the details of an existing item within the selected list update a collection record modifies the details of an existing record within a chosen collection update an activity updates the details of a specific activity or task already present in a collection 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}} zixflow resources you can have access to more resources related to this app on the following links https //community make com/search?q=zixflow https //zixflow\ com/ https //docs zixflow\ com/api reference/introduction https //www make com/en/integrations/zixflow