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DigitalPilot Make integrationAutomate DigitalPilot with Make.
Can Make act on the visits and leads DigitalPilot spots? Yes: the DigitalPilot Make integration gives you 3 triggers and 3 actions. This page is for sales and marketing teams, and it walks you from the connection to a first working scenario.
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What does the DigitalPilot Make integration do?
It links your DigitalPilot account to Make so that visits, captured leads and your target account list can feed other tools without code. In Make you build a scenario (the automation itself, a chain of modules), and each module is one brick: a trigger that starts things or an action that does something.
Alert sales on a hot visit. Watch High Intent Visits starts a scenario when DigitalPilot flags a visit worth a follow-up, and the next module can post it wherever your reps already work.
Turn a new lead into a tracked account. Watch Lead Capture picks up the lead, then Add Target Account puts the company on your list, so the next visits from that company show up in Watch Target Account Visits.
Keep the list clean. When a deal closes or a prospect drops out in your CRM, Remove Target Account takes the company off the list without anyone logging in to DigitalPilot.
Know the limits before you start. The Make documentation for DigitalPilot is thin: it lists the 6 modules by name and says openly that it lacks public information on this app. You find the exact fields inside each module once your account is connected, and Make an API Call covers what the listed modules miss. If you are still weighing platforms, the n8n vs Make comparison sets out the criteria, and the Make pricing page explains how operations are counted on each plan.
How do you connect DigitalPilot to Make?
- 01
Add a DigitalPilot module
In a new scenario, click the +, type DigitalPilot and pick any of its modules. Then click Create a connection. A connection is your DigitalPilot account linked to Make once, then reused by every DigitalPilot module.
- 02
Name the connection
Give it a clear name if you like, for example the workspace or the client it belongs to. This step is optional, yet it saves confusion later when several people or several accounts share the same Make organization.
- 03
Authorize and save
Depending on what DigitalPilot offers, either approve Make on the DigitalPilot page that opens, or paste the key DigitalPilot gives you. Then click Save, and the module can now read your data.
Build your first scenario with DigitalPilot
GoalWhen DigitalPilot captures a new lead, Make adds that company to your target accounts.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the big + in the middle of the canvas to place the first module.
- 02
Place the trigger
Search for DigitalPilot, choose Watch Lead Capture and pick your connection. Make then shows the options this trigger accepts, so you only fill what it asks for.
- 03
Add the action
Click the + on the right of the trigger and pick Add Target Account. Map the company details from the lead into its fields by clicking the values the trigger returns.
- 04
Test with Run once
Click Run once. Each module shows the bundles it received, a bundle being one item passed along, here one lead. Check that the right company reached the action.
- 05
Schedule and switch on
Open the clock on the first module. A new scenario runs every 15 minutes by default, which is also the shortest gap on the Free plan. Set the schedule, then switch the scenario on.
Triggers: what can start a DigitalPilot scenario?
3 modules start a scenario when something happens in DigitalPilot. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by DigitalPilot as soon as it happens.
Watch High Intent Visits
triggerIn the docs onlyThis trigger brings the visits DigitalPilot rates as high intent into Make, so a rep can follow up while the interest is fresh instead of finding it later in a report.
Watch Lead Capture
triggerIn the docs onlyEvery lead DigitalPilot captures can reach your CRM, your email tool or a spreadsheet with this trigger, which saves you from exporting contacts by hand.
Watch Target Account Visits
triggerIn the docs onlyHere you get the visits coming from companies on your target account list, which tells the account owner that a named prospect is back on the site.
Actions: what can Make do in DigitalPilot?
DigitalPilot gives you 3 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Add Target Account
ActionIn the docs onlyWith this action a company joins your DigitalPilot target list straight from another tool, and its later visits become visible to Watch Target Account Visits.
Make an API Call
ActionIn the docs onlyYou reach any endpoint of the DigitalPilot API from your scenario, with the same connection, when none of the five other modules does what you need.
Remove Target Account
ActionIn the docs onlyThis one takes a company off your DigitalPilot target list, so reps stop getting visit alerts for accounts that no longer matter to them.
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