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B2cor CRM Make integrationAutomate B2cor CRM with Make.
Every lead that lands somewhere else can reach B2cor CRM on its own. The B2cor CRM Make integration gives you 2 action modules and no trigger. This guide is for sales and ops people who have never built an automation: connect the account, then send a first lead.
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What can the B2cor CRM Make integration do for you?
The B2cor CRM Make integration links your CRM account to Make, a no-code tool where you build a scenario: an automation made of modules, each module being one brick that acts in one app. Here, the bricks let Make add leads to B2cor CRM for you, using data that comes from your other tools.
Leads from a web form, filed without retyping. A prospect fills in a contact form on your site. The form app starts the scenario, and Criar Lead (Portuguese for create lead) turns the answers into a new lead in B2cor CRM. Each lead travels as a bundle, the single item that passes from one module to the next.
Chat conversations turned into sales records. A messaging tool such as the one described on the 2Chat Make integration page can open the flow, and the same module saves the contact as a lead for your sales team.
A second request once the lead exists. The other module, Fazer uma Chamada API, is named after an API call. The official docs give no description of it, so open it in Make and read the fields it offers before relying on it.
What the integration does not do: it has no trigger, so B2cor CRM cannot start a scenario by itself. Something else has to open the flow, another app or the schedule of Make. The same CRM may also exist as a node in n8n; the n8n vs Make comparison lays out how the two tools differ. If you would rather learn the editor properly first, the Make training starts from zero.
How do you connect B2cor CRM to Make?
- 01
Copy your API key in B2cor CRM
You need an active B2cor CRM account and its API key. In B2cor CRM, open the settings from the main menu, click Integrations, then Webhook, and copy the API key shown on screen. Keep it at hand for the next step.
- 02
Add a B2cor CRM module and create the connection
Log in to Make, add a B2cor CRM module to your scenario and click Create a connection. A connection is your B2cor CRM account linked to Make once, then reused by both modules of the app.
- 03
Name it and paste the key
The Connection name field is optional, but a clear name helps when you run several accounts. Paste the API key you copied, or follow the instructions on screen, and save. Make can now write into your CRM.
Your first scenario with B2cor CRM
GoalWhen a new lead arrives in another app, Make creates it in B2cor CRM.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the + to add the first module. Since B2cor CRM has no trigger, pick the app where your leads show up first, such as your form tool.
- 02
Add Criar Lead
Click the + on the right of that first module, search for B2cor CRM and pick Criar Lead. Click Create a connection and paste your API key if you have not done it yet.
- 03
Map the lead data
Fill the fields of Criar Lead by mapping data from the previous module: each answer your form collects goes into the matching field that Make lists for the lead.
- 04
Test with Run once
Click Run once to execute the scenario a single time. Open the bubble of each module to read the bundles it received, then check that the lead appears in B2cor CRM.
- 05
Schedule and switch it on
Set the schedule on the first module: a new scenario checks every 15 minutes by default, and the Free plan cannot go lower. Then switch the scenario on so it keeps running without you.
What the B2cor CRM modules do
B2cor CRM gives you 2 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Criar Lead
ActionIn the docs onlyThis action adds a new lead to your B2cor CRM account from data another module hands over, so prospects reach your pipeline without manual entry. Its name is Portuguese for create lead.
Fazer uma Chamada API
ActionIn the docs onlyIts name means make an API call, which suggests a way to send B2cor CRM a request other than a new lead. That is a guess from the name: the official docs describe nothing.
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