Resources · Make integration

Flexie CRM Make integrationAutomate Flexie CRM with Make.

Can Make keep Flexie CRM filled in while your team sells? The Flexie CRM Make integration gives you 27 modules: 22 actions and 5 searches over leads, deals, contacts, accounts and custom entities. This page shows how to connect your API key and build a first scenario.

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What you can automate

What can the Flexie CRM Make integration do for you?

Make is a visual tool where you chain modules, small bricks that each do one job, into a scenario, the automation that runs for you. With Flexie CRM, those bricks create, read, update, list and delete the records your sales team works with, so data typed elsewhere lands in the CRM without copy and paste.

A lead that files itself. A prospect fills a form in another app, and Create a Lead writes the record in Flexie CRM with the person's details already mapped. Your reps open the CRM and the lead is there.

A deal that follows the conversation. When a quote is signed in your billing tool, Update a Deal moves the matching deal forward. List Deals first finds the right one, so nobody hunts through the pipeline by hand.

A cleaner account base. List Accounts pulls the companies you hold, and Update an Account corrects each one from a reference sheet, one bundle (one item passed between modules) at a time.

Flexie CRM has no trigger module in Make, so it never starts a scenario by itself. The scenario starts from another app or from a schedule, then Flexie CRM takes over. For anything the 27 modules skip, Make an API Call reaches the rest of the API with the same connection. The same kind of CRM also shows up on n8n, and the n8n vs Make page sets both tools side by side. If you are still weighing Make itself, read the Make review or check Make pricing.

Connect

How do you connect Flexie CRM to Make?

  1. 01

    Copy your API key from Flexie CRM

    Log in to Flexie CRM and open the Settings section. Click the API or Integrations tab, where your API credentials live, and copy the API key shown on screen. You need an active Flexie CRM account for this.

  2. 02

    Add a Flexie CRM module in Make

    In your scenario, add any Flexie CRM module, for example Create a Lead, then click Create a connection. A connection is your Flexie CRM account linked to Make once and reused by every Flexie CRM module afterward.

  3. 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, then save. Make can now read and write your CRM data.

First scenario

Your first scenario: turn a new contact into a Flexie CRM deal

GoalWhen a new entry reaches another app, Make creates the contact in Flexie CRM and opens a deal for it.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the big +. Start with the app that receives your new people, such as your form tool, since Flexie CRM cannot start a scenario itself.

  2. 02

    Add Create a Contact

    Click the + on the right of the first module, search for Flexie CRM and pick Create a Contact. Choose your connection, then map the person's details coming from the first module into the fields Make lists.

  3. 03

    Chain Create a Deal

    Add one more module with the + and pick Create a Deal. Map data from the contact you just created, so each new person arrives in the CRM with a deal attached.

  4. 04

    Test with Run once

    Click Run once to execute the scenario one time. Read the bundles each module received, then check in Flexie CRM that the contact and the deal really exist.

  5. 05

    Schedule it and switch it on

    Set the schedule on the first module; a new scenario runs every 15 minutes by default, and the Free plan cannot go faster. Switch the scenario on. Each module run counts as one operation on your plan.

Modules

What every Flexie CRM module does

Flexie CRM gives you 27 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Flexie CRM1

Create a Contact

ActionIn the docs only

Adds a new person to Flexie CRM from data another module hands over, so a signup or a form reply becomes a contact your reps can call.

When to use it
right after a form, a chat or a signup tool delivers a new person.
Watch out
nothing stops a duplicate; run List Contacts first when the same person may already exist.
Flexie CRM2

Create a Custom Entity

ActionIn the docs only

Writes a new record into one of your custom entities, the object types your Flexie CRM setup defines beyond the standard ones, so projects, contracts or tickets can be created automatically.

When to use it
when your process tracks something that is not a lead, deal, contact or account.
Watch out
pick the right entity in the module before mapping anything.
Flexie CRM3

Create a Deal

ActionIn the docs only

Opens a fresh opportunity in your pipeline, which gives the sales team something to follow up on the moment interest shows up in another tool.

When to use it
when a quote request, a demo booking or a qualified lead should become a deal.
Watch out
map the related contact or account, or the deal sits alone in the pipeline.
Flexie CRM4

Create a Lead

ActionIn the docs only

Drops an unqualified prospect into Flexie CRM so nobody has to retype names from an inbox or a spreadsheet, and the lead is ready for your usual qualification steps.

When to use it
for landing page forms, event lists or inbound emails that are not yet customers.
Watch out
a scenario that retries after an error can create the same lead twice.
Flexie CRM5

Create an Account

ActionIn the docs only

Registers a company in Flexie CRM, giving contacts and deals a parent to hang on, which keeps reports by customer readable later.

When to use it
when a contract is signed or a new client shows up in your billing tool.
Watch out
search with List Accounts before creating, since two records for one company split its history.
Flexie CRM6

Delete a Contact

ActionIn the docs only

Removes one person from Flexie CRM, which helps you honor an erasure request or drop a test entry without opening the CRM yourself.

When to use it
when a deletion request arrives through a form or a support tool.
Watch out
a deletion cannot be undone from Make, so test on a dummy contact with Run once first.
Flexie CRM7

Delete a Custom Entity

ActionIn the docs only

Erases a single record from one of your custom entities, handy when a project, a booking or any object you modeled is cancelled at the source.

When to use it
when another app marks the item as cancelled and the CRM should mirror it.
Watch out
make sure the ID you map points to the right entity, since the removal is final.
Flexie CRM8

Delete a Deal

ActionIn the docs only

Takes a deal out of the pipeline entirely, so dead or duplicate opportunities stop inflating your forecast and cluttering the team's board.

When to use it
for duplicates found by List Deals, or test deals created while building.
Watch out
a lost deal is often worth keeping for reporting; Update a Deal may be the safer choice.
Flexie CRM9

Delete a Lead

ActionIn the docs only

Clears a lead record from Flexie CRM, which keeps the prospect list short enough for reps to actually work through it.

When to use it
when a lead turns out to be spam, a bounce or a duplicate flagged by another step.
Watch out
every bundle that reaches this module is removed for good, so test the chain with Run once on a dummy lead.
Flexie CRM10

Delete an Account

ActionIn the docs only

Deletes a company record, the right move once a merge or a cleanup has left an empty or doubled account behind in your CRM.

When to use it
at the end of a deduplication scenario, after the useful data moved to the account you keep.
Watch out
check in Flexie CRM what happens to linked contacts and deals before running it.
Flexie CRM11

Get a Contact

ActionIn the docs only

Fetches one contact you already know the ID of, so later modules can use its details, for instance to personalize an email or fill a document.

When to use it
when an earlier module passes a contact ID and you need the full record.
Watch out
without an ID, use List Contacts instead; this module reads one record, not a search.
Flexie CRM12

Get a Custom Entity

ActionIn the docs only

Reads a single record from a custom entity, giving you its values to push into another tool, a message or a report row.

When to use it
when a scenario receives the ID of a project, a contract or another custom object and needs its content.
Watch out
select the same entity type that the ID belongs to.
Flexie CRM13

Get a Deal

ActionIn the docs only

Pulls up one deal with its details, so you can send its value or stage to accounting, a chat channel or a spreadsheet.

When to use it
when another module already knows which deal is concerned, for example after a signature.
Watch out
it returns one bundle; to scan the pipeline, reach for List Deals.
Flexie CRM14

Get a Lead

ActionIn the docs only

Brings back a lead by its ID, which lets a scenario check its current details before deciding what to do with it next.

When to use it
before converting a lead, or before notifying a rep about who it is.
Watch out
it reads one record by ID; when you only know an email or a name, run List Leads instead.
Flexie CRM15

Get an Account

ActionIn the docs only

Loads the full record of one company, handy when an invoice, a contract or a welcome pack needs its official details.

When to use it
when a deal or contact gives you the account ID and you want the company data too.
Watch out
it needs that ID; searching by name is a job for List Accounts.
Flexie CRM16

List Accounts

SearchIn the docs only

Returns the companies stored in Flexie CRM as separate bundles, which is how you check whether a firm exists or walk through them one by one.

When to use it
before Create an Account, or to feed a cleanup that updates each company.
Watch out
a search can return zero, one or many bundles, and every later module runs once per bundle.
Flexie CRM17

List Contacts

SearchIn the docs only

Searches your contacts and hands each match to the next module, the natural first step when you want to avoid duplicate people in the CRM.

When to use it
to look up an email before creating someone, or to export contacts to another tool.
Watch out
each result costs operations downstream, so narrow the search when you can.
Flexie CRM18

List Custom Entities

SearchIn the docs only

Brings back the records of a custom entity one bundle at a time, so you can report on them or sync them with another app.

When to use it
when you need every project or contract of a given type, not a single one.
Watch out
an empty result stops the rest of the chain for that run, which is normal.
Flexie CRM19

List Deals

SearchIn the docs only

Scans your pipeline and outputs each matching deal, useful to find the opportunity tied to an event in another tool or to build a sales digest.

When to use it
before Update a Deal when you only know the client, not the deal ID.
Watch out
several matches mean several updates, so make the search precise enough to return the one deal you mean.
Flexie CRM20

List Leads

SearchIn the docs only

Collects the leads of Flexie CRM so you can route, score or clean them in bulk with the modules that follow.

When to use it
to check whether a prospect is already a lead, or to pass open leads to a rep's task list.
Watch out
a large result multiplies operations, so keep an eye on your plan when testing.
Flexie CRM21

Make an API Call

ActionIn the docs only

Opens the whole Flexie CRM API from your scenario, using the connection you already set up, for the moments when the 27 listed modules do not cover what you need.

When to use it
when an operation exists in the Flexie CRM API but has no dedicated module.
Watch out
you write the request yourself, so keep the vendor's API docs open.
Flexie CRM22

Universal Trigger

ActionIn the docs only

Despite its name, Make files this Flexie CRM module with the actions, and the documentation gives no description of what it does, so treat it as something to explore rather than rely on blindly.

When to use it
only after you opened it in the editor and understood the fields it asks for.
Watch out
test it with Run once on sample data before any real scenario.
Flexie CRM23

Update a Contact

ActionIn the docs only

Changes the details of an existing person, so a new phone number or job title typed elsewhere reaches Flexie CRM without anyone editing it by hand.

When to use it
when a customer updates a profile, a form or a billing record in another tool.
Watch out
fields you map empty may overwrite good data, so map only what changed.
Flexie CRM24

Update a Custom Entity

ActionIn the docs only

Edits a record of one of your custom entities, keeping objects like projects or subscriptions in step with the tool where they actually change.

When to use it
when a status moves in a project tool or a contract renews in your billing app.
Watch out
you need the record ID; get it with List Custom Entities first.
Flexie CRM25

Update a Deal

ActionIn the docs only

Moves a deal along or corrects its data, which keeps the pipeline honest when the real progress happens in email, e-signature or invoicing tools.

When to use it
when a quote is accepted, a payment lands or a meeting gets booked.
Watch out
pair it with List Deals, since the module needs to know which deal to touch.
Flexie CRM26

Update a Lead

ActionIn the docs only

Refreshes a lead with what you learned since it came in, such as its source, its score or a note from a call tool.

When to use it
when enrichment, a reply or a meeting adds information about a prospect.
Watch out
it needs the lead ID, so place Get a Lead or List Leads before it when the ID is unknown.
Flexie CRM27

Update an Account

ActionIn the docs only

Corrects or completes a company record, so addresses, owners or segments stay aligned with your accounting or enrichment tools.

When to use it
after a client changes address, or when a reference sheet holds the cleaner version of each company.
Watch out
run it on a single account with Run once before letting it loop over the whole list.
Need help

Need help automating Flexie CRM with Make?

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FAQ

Flexie CRM and Make: common questions

01Is the Flexie CRM Make integration free?
Yes, Flexie CRM is a standard app, available from the Make Free plan. That plan allows 2 active scenarios, runs them at most every 15 minutes, and caps each run at 5 minutes with 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute and remove the scenario limit. Make counts each module execution as one operation against your monthly credits. You still need your own Flexie CRM subscription, whose price is set by Flexie CRM.
02What do you need to connect Flexie CRM to Make?
You need an active Flexie CRM account and its API key. In Flexie CRM, open Settings, then the API or Integrations tab, and copy the key. In Make, add any Flexie CRM module, click Create a connection, give it a name if you like, and paste the key. That single connection then serves every Flexie CRM module in your scenarios, so you only do this once per account. Keep the key private, since it opens your CRM data.
03Does Flexie CRM trigger Make scenarios in real time?
No, because Flexie CRM has no trigger module in Make, scheduled or instant. A scenario that uses it starts elsewhere: from a trigger in another app, such as a form or a billing tool, or from the schedule on the first module, every 15 minutes by default. Flexie CRM modules then act as steps inside that scenario. If you need speed, pick an instant trigger in the source app, which calls Make through a webhook as soon as something happens.
04What if a Flexie CRM module is missing in Make?
It depends on what you need, but the Make an API Call module usually covers it. It reaches any endpoint of the Flexie CRM API with the connection you already created, so you are not limited to the 22 actions and 5 searches listed. Keep in mind that the Make documentation for this app was generated with AI and may contain mistakes, so check important details in Flexie CRM itself, and contact the vendor when something does not match.
05Should you use Make or n8n for Flexie CRM?
It depends on the tool your team already runs. Make offers 27 ready modules for Flexie CRM, a visual editor and a Free plan to start. The same app often has an n8n node as well, so compare which modules each side offers for your exact records before choosing. Neither tool is ranked here: the right pick is the one whose modules match your leads, deals and custom entities, and whose editor your team is happy to maintain.
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