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Levelup Demo Make integrationAutomate Levelup Demo with Make.
Which demo requests and meetings can Make move for you? The Levelup Demo Make integration gives you 12 modules: 5 actions and 7 searches over requests, demos and contacts. This guide is for sales and marketing teams, and it walks you from the API key to a first working scenario.
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What can the Levelup Demo Make integration do for you?
The Levelup Demo Make integration links your Levelup Demo account to Make so your demo pipeline feeds other tools without copy and paste. You build a scenario, the automation itself, from modules: each module is one brick that creates something in Levelup Demo or reads what it already holds.
Your sales channel knows what is coming. List Upcoming Demos returns each scheduled demo as a bundle, one item passed to the next module, and Get Demo Details fills in the full record before a chat or email module shares it.
Qualified prospects land in your CRM. List Qualified Demo Requests finds the requests worth pursuing, and a CRM module of another app creates the deal. Rejected ones can go to a sheet through List Rejected Demo Requests, so you keep a trace of what was turned down.
Forms turn into requests. When someone fills in a form elsewhere, Create a Demo Request records it in Levelup Demo, with no retyping.
Know the limits before you start. The app has no trigger, so Levelup Demo never calls Make on its own: your scenario starts from a schedule, every 15 minutes by default, or from another app. The official Make page for this app is AI-generated and asks you to check important details with Levelup Demo. When a listed module falls short, Make an API Call reaches the rest of the API.
New to the editor? The Make training covers the basics, Make pricing explains what counts on your plan, and n8n vs Make helps if you are still choosing a tool.
How do you connect Levelup Demo to Make?
- 01
Copy your API key
In Levelup Demo, open Settings, then Integrations, and click Manage API Keys. Copy the key shown on screen. You need an active Levelup Demo account to reach it.
- 02
Create the connection
In Make, add any Levelup Demo module to your scenario and click Create a connection. A connection is your account linked once, then reused by every Levelup Demo module. The Connection name field is optional.
- 03
Paste the key and save
Paste the API key you copied into the window Make opens, or follow the instructions it displays, then confirm. From then on, the module can read your demos and requests.
Your first scenario with Levelup Demo
GoalWhen Make runs on its schedule, it lists your upcoming Levelup Demo demos and pulls the full details of each one.
- 01
Start a new scenario
From the Scenarios page, create a new scenario and click the + to add the first module. Since Levelup Demo has no trigger, this first module is a search.
- 02
Add List Upcoming Demos
Search for Levelup Demo, pick List Upcoming Demos and choose your connection, or click Create a connection if this is your first module of the app.
- 03
Chain Get Demo Details
Click the + on the right of the first module, add Get Demo Details and map the demo returned by the list, so each bundle gets its full record.
- 04
Test with Run once
Click Run once. Make executes the scenario one time and shows the bundles each module received. Open them to check that the demos you expect are there.
- 05
Schedule and switch on
Open the clock on the first module. A new scenario runs every 15 minutes by default; the Free plan cannot go lower. Adjust it, then switch the scenario on.
Every Levelup Demo module in Make
Levelup Demo gives you 12 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Create a Demo Request
ActionIn the docs onlyRecords a new demo request in Levelup Demo for you, built from data an earlier module passed along, so nobody retypes a prospect by hand.
Get Contact Details
ActionIn the docs onlyHands you the full record of one Levelup Demo contact, ready to reuse in the modules that follow in the scenario.
Get Demo Details
ActionIn the docs onlyBrings back everything Levelup Demo stores about a single demo, so you can drop it into an email, a sheet or a CRM record further down.
Get Demo Request Details
ActionIn the docs onlyShows you one demo request in full, the version you read before deciding where that prospect goes next.
List Completed Demos
SearchIn the docs onlyReturns the demos that are already done. Each one arrives as its own bundle, so every finished meeting gets a follow-up of its own.
List Contacts
SearchIn the docs onlyPulls your Levelup Demo contacts into the scenario, each one as its own bundle you can copy somewhere else.
List Inbox Demo Requests
SearchIn the docs onlyGathers the demo requests sitting in your Levelup Demo inbox, so fresh interest reaches your team without anyone opening the app.
List Pending Demos
SearchIn the docs onlyLists the demos marked pending, which tells you which meetings still wait for a next step from your side.
List Qualified Demo Requests
SearchIn the docs onlyHands you the requests already qualified in Levelup Demo, the prospects worth a real sales conversation.
List Rejected Demo Requests
SearchIn the docs onlyCollects the requests that were turned down, so you keep a record of the prospects you set aside instead of losing sight of them.
List Upcoming Demos
SearchIn the docs onlyGives you the demos scheduled ahead, one bundle each, so the people running them can prepare in time.
Make an API Call
ActionIn the docs onlyOpens the rest of the Levelup Demo API to your scenario, reusing the connection you already created.
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