Resources · Make integration

clieent® CRM Make integrationAutomate clieent® CRM with Make.

Can Make fill your clieent® CRM for you? The clieent® CRM Make integration gives you 8 action modules for clients and sales opportunities. This guide is for sales and ops teams who want leads to land in the CRM on their own, and it walks you through the connection and a first scenario.

Try the clieent® CRM integration on MakeSee the 8 modules

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What you can automate

What can the clieent® CRM Make integration do for you?

The clieent® CRM Make integration links your CRM account to Make, a visual tool where you build a scenario: a chain of steps that runs by itself. Each step is a module. Here all 8 modules are actions, so something else starts the scenario, such as another app or a schedule you set in Make.

Every web lead becomes a client record. A form tool catches the request, then Cadastrar um novo cliente registers the person in clieent® CRM and Criar uma oportunidade opens a deal for them. Nobody retypes a name or an email.

Deals move when the outside world moves. When a quote is signed in another tool, Mover uma oportunidade can push the matching opportunity forward, and Alimentar linha do tempo de oportunidade leaves a trace on its timeline so the sales rep sees what happened.

No duplicates on the way in. Put Buscar um cliente before the create step and let the scenario check whether the person already exists.

One honest caveat: the module names are in Portuguese and Make's own documentation for this app is marked as limited, with no official description per module. This page reads each module from its name and its type, and says so. Open the module in the editor to see its real fields before you rely on it. If you are new to the editor, the Make training covers the basics, and Make troubleshooting helps when a run fails. Weighing another tool? Read n8n vs Make.

Connect

How do you connect clieent® CRM to Make?

  1. 01

    Add a clieent® CRM module

    In your scenario, search for clieent® CRM, pick any of its modules and click Create a connection. A connection is your CRM account linked to Make once, then reused by every clieent® CRM module.

  2. 02

    Name it and authorize Make

    Give the connection a clear name if you like, useful when several accounts are linked. Then either approve Make on the clieent® CRM page that opens, or paste the key your CRM account gives you, depending on what the window asks for.

  3. 03

    Save and check the fields

    Click Save. Back in the module, Make can now read your account and lists what it finds. If the fields fill with your data, the connection works and the other modules can reuse it.

First scenario

Your first scenario with clieent® CRM

GoalWhen a new lead arrives in another app, Make creates the client in clieent® CRM and opens an opportunity for them.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + to add the first module. Pick the app where your leads arrive, for example your form tool, and its trigger.

  2. 02

    Add Cadastrar um novo cliente

    Click the + on the right of that first module, search for clieent® CRM and choose Cadastrar um novo cliente. Create the connection when Make asks for it.

  3. 03

    Map the lead's details

    Fill the module fields by clicking into them and picking the values that came from the first module, such as the name and email. Make shows them as items you can drop in.

  4. 04

    Chain Criar uma oportunidade

    Add the next module with the +, choose Criar uma oportunidade and map the client created just before, so the deal lands on the right record.

  5. 05

    Test with Run once

    Click Run once and send a test lead. Each module shows the bundles it received, one bundle being one item passed along, here one lead. Check the client and the deal in your CRM.

  6. 06

    Set the schedule and switch on

    Open the clock on the first module to set Scheduling. A new scenario runs every 15 minutes by default. Then switch the scenario on and let it work.

Modules

What each clieent® CRM module does

clieent® CRM gives you 8 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

clieent® CRM1

Alimentar linha do tempo de oportunidade

ActionIn the docs only

Adds an entry to an opportunity's timeline, going by its Portuguese name, so your sales rep reads the story of a deal in one place instead of hunting across tools.

When to use it
after something happens outside the CRM that matters for the deal, such as a signed quote or a support ticket.
Watch out
the documentation gives no description, so open the module and check which fields it expects before mapping.
clieent® CRM2

Buscar um cliente

ActionIn the docs only

Looks up a client in clieent® CRM, as its name says, so the rest of the scenario works on the existing record rather than a copy.

When to use it
right before Cadastrar um novo cliente, to check whether the person is already in your base.
Watch out
run it once and read the bundles to see what it returns when nobody matches.
clieent® CRM3

Cadastrar um novo cliente

ActionIn the docs only

Registers a new client in your CRM, the Portuguese name meaning roughly register a new client. You get a record created without anyone typing it in.

When to use it
as the landing point for leads from a form, a chat tool or a spreadsheet row.
Watch out
nothing in the documentation says it blocks duplicates, so pair it with Buscar um cliente when the same person may come back.
clieent® CRM4

Criar uma oportunidade

ActionIn the docs only

Opens a new sales opportunity, so a fresh lead shows up in your pipeline and someone owns the follow-up from day one.

When to use it
just after the client is created or found, mapping that client so the deal is attached to the right person.
Watch out
each run creates one opportunity, so a scenario that fires twice on the same lead opens two deals.
clieent® CRM5

Faça uma chamada de API

ActionIn the docs only

Its name translates as make an API call, which points to a module for reaching parts of clieent® CRM that the other seven do not cover. The documentation says nothing more.

When to use it
only once you have checked that no dedicated module does the job, and you know which request your CRM expects.
Watch out
this is the one module that asks for technical knowledge; open it in the editor before planning around it.
clieent® CRM6

Mover uma oportunidade

ActionIn the docs only

Moves an opportunity, most likely to another stage of your pipeline judging by its name, so the board reflects what really happened without a manual drag.

When to use it
when an event elsewhere means the deal progressed, such as a payment received or a contract signed.
Watch out
you need to point it at the right opportunity, so find or map it first in an earlier module.
clieent® CRM7

Oportunidade criada

ActionIn the docs only

The name reads as opportunity created, which sounds like an event, yet this module is listed as an action and not as a trigger. It will not start a scenario on its own.

When to use it
once you have opened it in the editor and confirmed what it actually returns or does.
Watch out
the documentation gives no description, so do not build a flow on the assumption that it watches for new deals.
clieent® CRM8

Subscrever página de captura

ActionIn the docs only

Relates to a capture page, the landing page where visitors leave their details, and its name suggests subscribing a contact to it. You keep lead collection and the CRM in step.

When to use it
when leads gathered elsewhere should also be tied to one of your clieent® CRM capture pages.
Watch out
with no official description, test it with Run once on a dummy contact first.
Need help

Need help automating clieent® CRM with Make?

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FAQ

Common questions about clieent® CRM and Make

01Is the clieent® CRM Make integration free?
Yes, you can start on the Free plan, because clieent® CRM is a standard app and not reserved to the Enterprise plan. The Free plan has limits: 2 active scenarios, at least 15 minutes between two scheduled runs, and 5 minutes of execution per run. Paid plans (Core, Pro, Teams, Enterprise) lower the interval to 1 minute and remove the cap on active scenarios. Usage is counted in operations, one operation being one module run on one item. The price of clieent® CRM itself is a separate matter between you and the vendor.
02What do you need to connect clieent® CRM to Make?
A clieent® CRM account and a Make account are enough to begin. Make's documentation lists no specific prerequisites for this app. You add any clieent® CRM module, click Create a connection, then either approve Make on the page that opens or paste the key your account gives you, and save. The connection is created once and every clieent® CRM module reuses it. If the fields stay empty after saving, the connection did not go through and is worth recreating.
03Does clieent® CRM trigger Make scenarios in real time?
No, not directly, because clieent® CRM has no trigger module in Make: all 8 modules are actions. A scenario therefore starts elsewhere. Either a trigger from another app opens the flow, for example a new form submission, and the clieent® CRM modules follow. Or you start the scenario on a schedule set with the clock on the first module, which is every 15 minutes by default and never shorter than 15 minutes on the Free plan. Whether the start is instant then depends on the other app's trigger.
04What if a clieent® CRM module is missing in Make?
It depends on what you need, and the options are narrow here. Make does not offer its universal Make an API Call module for this app. Faça uma chamada de API sounds close, but it has no description and the documentation is marked as limited, so do not count on it before opening it. Start by opening each of the 8 modules in the editor to see what it really covers. If none fits, look for another app that holds the same data, or ask the team for help: a quick exchange usually tells whether the case is doable with this integration.
05Should you use Make or n8n for clieent® CRM?
It depends on your criteria, and this page only documents the Make side. In Make, clieent® CRM offers 8 action modules and no trigger, available from the Free plan, which suits a flow started by another app. Whether n8n has a dedicated node for this CRM is not covered here, so check it before you compare. Then weigh how each tool fits your team and the rest of your apps, without assuming one is better for every case.
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