Resources · Make integration

CRM Whats Pro Make integrationAutomate CRM Whats Pro with Make.

Want your chats to go out on their own when something happens elsewhere? The CRM Whats Pro Make integration gives you 5 action modules, from text messages to media. This guide walks you through the API key, then a first scenario you can test right away.

Try the CRM Whats Pro integration on MakeSee the 5 modules

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What you can automate

What can the CRM Whats Pro Make integration do for you?

The CRM Whats Pro Make integration lets a Make scenario (the automation you build, a chain of bricks called modules) send messages, share media, check a number and read your chats in CRM Whats Pro, going by the module names, since the doc describes none of them. All 5 modules are actions: something else has to start the scenario.

Reply to new leads without typing. A form tool or a store starts the scenario, then Send a Text Message writes to the contact through your CRM Whats Pro account. The sales rep only steps in once the person answers.

Send the document, not just a link. When a quote or a brochure is ready in another app, Send Media delivers it to the contact, and Check number can run first so you look at the number before anything is sent.

Feed your reporting. Get Chats pulls conversations into the scenario so a spreadsheet or a dashboard app can store them.

Know the limits before you build. The Make documentation for this app is marked as AI-generated from the vendor's docs and asks you to verify important details, and it gives no description of each module's output. Test every module with Run once before you rely on it. Many apps also have an n8n node; the n8n vs Make comparison helps you pick a tool, and the Make review covers the platform itself. For hands-on help, see Make training.

Connect

How do you connect CRM Whats Pro to Make?

  1. 01

    Create an API key in CRM Whats Pro

    In your CRM Whats Pro dashboard, open the API keys section and click Create new secret key, then Create secret key. Copy the key shown on screen and keep it at hand for the next step.

  2. 02

    Add a module and open the connection form

    In your Make scenario, add any CRM Whats Pro module and click Create a connection. A connection is your CRM Whats Pro account linked to Make once, then reused by every module of the app.

  3. 03

    Name it and paste your key

    The Connection name field is optional, but a clear name helps when you run several accounts. Paste the key you copied, or follow the on-screen instructions, and save. Make can now act on your account.

First scenario

Your first scenario with CRM Whats Pro

GoalWhen a new entry lands in another app, Make checks the number in CRM Whats Pro and sends a text message to that contact.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the +. Pick the app that holds your new contacts, a form tool for example, and choose its trigger.

  2. 02

    Add Check number

    Click the + on the right of that first module, search CRM Whats Pro and pick Check number. Create the connection with your API key, then map the number from the previous module.

  3. 03

    Add Send a Text Message

    Add one more module with the + and choose Send a Text Message. Map the contact's number and write your text, mixing fixed words with data such as the first name.

  4. 04

    Test with Run once

    Click Run once and create a test entry in your form app. Open each module's bubble to read the bundle it received, the item passed from one module to the next.

  5. 05

    Schedule and switch on

    On the first module, set the schedule (every 15 minutes by default) and switch the scenario on. From now on, each new entry gets its message without you.

Modules

What each CRM Whats Pro module does

CRM Whats Pro gives you 5 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

CRM Whats Pro1

Check number

ActionIn the docs only

Check number puts a number through your CRM Whats Pro account before the rest of the scenario acts on it, so a message is not the first thing to fail.

When to use it
right after a new contact comes in from a form, before any send module.
Watch out
the doc does not describe what this module returns, so run it once and read its output bundle before you map anything.
CRM Whats Pro2

Get Chats

ActionIn the docs only

Get Chats brings your CRM Whats Pro conversations into the scenario, where the next modules can copy them to a sheet, a database or a report.

When to use it
when a manager wants chat history stored outside the CRM for follow-up.
Watch out
each module execution on each item is an operation counted on your Make plan, so look at the bundles after a test run before you scale up.
CRM Whats Pro3

Make an API Call

ActionIn the docs only

Make an API Call reaches any endpoint of the CRM Whats Pro API from your scenario, with the same connection as the other modules, so you are not stuck when a ready module is missing.

When to use it
when the four named modules do not cover the task you need.
Watch out
you have to know the endpoint yourself, since the Make doc lists no API details for this app.
CRM Whats Pro4

Send Media

ActionIn the docs only

Send Media delivers a file to a contact from your CRM Whats Pro account, so a quote, a menu or a product sheet reaches the person without a manual upload.

When to use it
once another app has produced the document you want to share.
Watch out
on the Make Free plan, files are capped at 5 MB, so heavy videos or catalogs may not pass.
CRM Whats Pro5

Send a Text Message

ActionIn the docs only

Send a Text Message writes to a contact on your behalf, with text you build from fixed words and data mapped from earlier modules, such as a name or an order status.

When to use it
to confirm a booking or answer a lead the moment the scenario runs.
Watch out
a loose test can message real customers, so point Run once at your own number first.
Need help

Need help automating CRM Whats Pro with Make?

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FAQ

CRM Whats Pro and Make: common questions

01Is the CRM Whats Pro Make integration free?
Yes, on the Make side. CRM Whats Pro is a standard app, available from the Free plan. That plan allows 2 active scenarios, a 15 minute minimum interval 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. On the CRM Whats Pro side, the API feature may need a paid subscription, so check their pricing page.
02What do you need to connect CRM Whats Pro to Make?
You need an active CRM Whats Pro account with access to the API feature, which may require a paid plan there. In the dashboard, open the API keys section, create a new secret key and copy it. Then add a CRM Whats Pro module in Make, click Create a connection, optionally give it a name, and paste the key. That single connection is reused by all 5 modules, so you only do this once per account.
03Can CRM Whats Pro start a Make scenario in real time?
No. CRM Whats Pro has no trigger module in Make, scheduled or instant, so it cannot start a scenario by itself. You start the scenario another way: with a trigger from another app, such as a new form entry, or with a schedule on the first module, every 15 minutes by default, with at least 15 minutes between runs on the Free plan. The CRM Whats Pro modules then act as the steps that follow.
04What if a CRM Whats Pro module is missing in Make?
Use Make an API Call. It calls any endpoint of the CRM Whats Pro API from your scenario, with the connection you already set up, so you are not limited to the four named modules. You will need the endpoint details from the vendor. Keep in mind that the Make documentation for this app is marked as AI-generated from the official docs and may contain mistakes; for anything important, check with CRM Whats Pro directly.
05Should you use Make or n8n with CRM Whats Pro?
It depends on the tool your team already runs. On Make, CRM Whats Pro offers 5 ready modules plus Make an API Call, with a visual editor and a Free plan to start. Many apps also have an n8n node, so check whether one exists for CRM Whats Pro before you decide. Compare the modules each side offers for your exact task rather than the brand, and test the scenario before you commit.
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