Resources · Make integration

CRM Messaging Make integrationAutomate CRM Messaging with Make.

Answer customers on WhatsApp or by text without typing each message yourself. The CRM Messaging Make integration gives you 4 modules: 1 trigger that picks up incoming messages and 3 actions. This guide links your account, builds a first scenario and shows when to pick each module.

Try the CRM Messaging integration on MakeSee the 4 modules

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What you can automate

What can the CRM Messaging Make integration do for you?

The CRM Messaging Make integration links your CRM Messaging account to Make, a no-code tool where you build a scenario: a chain of steps that runs on its own. Each step is a module. Here, one module spots new incoming messages, and the other three send WhatsApp templates, text messages or any request the CRM Messaging API accepts.

Acknowledge every inbound message. Watch Incoming Messages picks up what customers write to you, and Send a WhatsApp Template replies with a message you prepared. Nobody waits in silence while the team is busy.

Text a customer when something changes in another app. An order, a booking or a completed form elsewhere can start the scenario, and Send a SMS then tells the customer on their phone. Make carries the data from one app to the other.

Reach what the listed modules skip. Make an API Call sends a request to any endpoint of the CRM Messaging API with the same connection, so actions without a dedicated module stay within reach.

Two limits to know before you start. The trigger is not marked as instant, so Make looks for new messages on the scenario's schedule, every 15 minutes by default. And Make's own documentation for this app says it was AI-generated from the vendor's docs and may contain mistakes: verify important details with CRM Messaging.

Many apps also have an n8n node. The n8n vs Make comparison helps you weigh both, Make pricing explains the plans, and Make training takes you further once this first scenario runs.

Connect

How do you connect CRM Messaging to Make?

  1. 01

    Copy your key in CRM Messaging

    In the CRM Messaging portal, open the Account section, then the Developer Console tab. Copy the API key displayed there as the gohighlevel token. This key only exists on an active CRM Messaging account.

  2. 02

    Add a module and create the connection

    In Make, add any CRM Messaging module to your scenario and click Create a connection. A connection is your CRM Messaging account linked to Make once; every CRM Messaging module then reuses it.

  3. 03

    Name it and paste the key

    If you like, type a name in the Connection name field so you recognize it later. Paste the key you copied, or follow the instructions Make shows on screen, and save the connection.

First scenario

Your first scenario: reply to new messages with a WhatsApp template

GoalWhen a new message reaches CRM Messaging, Make answers the sender with a WhatsApp template.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + in the editor. This first module decides when the whole chain starts.

  2. 02

    Add the trigger

    Search for CRM Messaging, pick Watch Incoming Messages and choose your connection. Each new message it finds becomes a bundle, one item handed to the next module.

  3. 03

    Add the WhatsApp reply

    Click the + to the right of the trigger and choose Send a WhatsApp Template. Fill its fields with data mapped from the trigger's bundle, and check in the next test that the reply reaches the right person.

  4. 04

    Test it with Run once

    Send a test message from your own phone, then click Run once. Make runs the scenario one time and shows the bundles each module received, so you check the reply before any customer sees it.

  5. 05

    Set the schedule and switch it on

    Open the clock on the first module and set how often Make checks: every 15 minutes by default, never shorter on the Free plan. Then switch the scenario on so it keeps working without you.

Triggers

Which trigger starts a CRM Messaging scenario?

1 module starts a scenario when something happens in CRM Messaging. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by CRM Messaging as soon as it happens.

CRM Messaging1Watch Incoming Messages

Watch Incoming Messages

triggerIn the docs only

Watch Incoming Messages brings each new message your customers send through CRM Messaging into Make, one bundle per message, so the next modules can answer it, log it or alert a colleague. It is the only module of this app that can start a scenario.

How it fires
scheduled: Make checks the app on the scenario's schedule, every 15 minutes by default. Make's documentation only lists its name, so this type is deduced from it: check for the clock badge when you add it.
When to use it
a shop or a clinic wants every inbound message acknowledged, even when nobody is at the desk.
Watch out
every message found runs through each following module, and each of those runs counts as an operation on your plan.
Modules

What can CRM Messaging do inside a Make scenario?

CRM Messaging gives you 3 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

CRM Messaging1

Send a WhatsApp Template

ActionIn the docs only

Send a WhatsApp Template gets a prepared WhatsApp message to a customer without anyone opening a chat. You fill its fields with data mapped from earlier modules, for example what the trigger brought in.

When to use it
confirming a booking, or answering a new inbound message caught by Watch Incoming Messages.
Watch out
test with Run once on your own number first, since a message that reached a customer cannot be pulled back.
CRM Messaging2

Make an API Call

ActionIn the docs only

Make an API Call lets your scenario reach any endpoint of the CRM Messaging API, reusing the connection you already set up. You are not stuck when an action has no module of its own.

When to use it
the three listed modules do not cover the step you need.
Watch out
you write the request yourself, so keep the CRM Messaging API documentation open and read the answer in Run once before switching the scenario on.
CRM Messaging3

Send a SMS

ActionIn the docs only

Send a SMS puts a plain text message on a customer's phone from inside a scenario, a good fit for people who do not use WhatsApp. The content is what you type or map from previous modules.

When to use it
another app records a delivery or a changed appointment and the customer should hear about it.
Watch out
the module sends one text per bundle it receives, so a step that returns ten items sends ten messages; count the bundles in Run once first.
Need help

Need help automating CRM Messaging with Make?

A person reads every message.

FAQ

Questions people ask next

01Is the CRM Messaging Make integration free?
Yes, on the Make side. CRM Messaging is a standard app, so its modules work from the Free plan. That plan allows 2 active scenarios, a 15-minute minimum between scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute and remove the cap on active scenarios. You still need an active CRM Messaging account, whose subscription is described on the CRM Messaging pricing page.
02What do you need to connect CRM Messaging to Make?
An active CRM Messaging account and its API key. In the CRM Messaging portal, open Account, then the Developer Console tab, and copy the key displayed as the gohighlevel token. In Make, add a CRM Messaging module, click Create a connection, give it a name if you want, and paste the key. The connection is stored once, and every CRM Messaging module in your scenarios reuses it, so there is nothing to repeat module by module.
03Does the CRM Messaging trigger fire instantly?
No. Watch Incoming Messages is not marked as an instant trigger, so no webhook pushes each message to Make the moment it lands. Make checks CRM Messaging on the scenario's schedule instead: every 15 minutes by default, 15 minutes at the shortest on the Free plan, and down to 1 minute on a paid plan. When you add the module, look at its badge: a clock means Make polls on a schedule, a lightning bolt would mean an instant trigger.
04What if a CRM Messaging module is missing in Make?
Use Make an API Call. It sends a request to any endpoint of the CRM Messaging API with the connection you already have, so an action without its own module stays within reach. You will need the CRM Messaging API documentation to write that request. Keep one more thing in mind: Make's documentation for this app says it was AI-generated from the vendor's docs and may contain mistakes, so confirm any important detail with CRM Messaging before a live scenario depends on it.
05Make or n8n for CRM Messaging?
It depends on the modules your use case needs. On Make, CRM Messaging brings 4 modules, 1 trigger and 3 actions, with Make an API Call to cover the rest, and it runs from the Free plan. Many apps also exist as an n8n node, so check whether CRM Messaging has one and which actions it offers before you decide. Compare both sides on your exact steps, such as sending a WhatsApp template or a text, rather than on the name of the tool.
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