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Myphoner Make integrationAutomate Myphoner with Make.
What happens to a lead once your caller clicks winner, loser or call back? The Myphoner Make integration turns those outcomes into automatic follow-ups: 4 instant triggers and 20 modules in total. This guide helps you link your account and walks you through a first scenario.
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What can the Myphoner Make integration do for your call team?
The Myphoner Make integration links your calling lists to Make, a no-code tool where you build a scenario: an automation made of modules, each module being one brick such as a trigger, an action or a search. When a lead changes status in Myphoner, Make can react on its own and update the rest of your tools.
A clean pipeline after every win. Start a scenario with Watch Winner Lead, then use Migrate / Move a Lead to send the contact into a list reserved for new customers. Your callers keep working the prospect list while the handover happens by itself.
Call backs that never slip. Watch Call Back Lead fires when someone schedules a second call. From there, Make can pass the lead to a teammate with Delegate / Claim a Lead, so the person who is free picks it up.
Fresh leads straight from your forms. Leads collected elsewhere can land in Myphoner through Create a New Lead, after a quick check with Find Leads by Fields so the same person is not added twice. If your forms live in another tool, the 123FormBuilder Make integration shows how that side works.
The 20 listed modules cover leads and lists. For anything else the Myphoner API offers, the Make an API Call module reuses the same connection. The same app often has an n8n node too; the n8n vs Make comparison lays out the criteria, and the Make pricing page explains how plans count usage.
How do you connect your Myphoner account to Make?
- 01
Add a Myphoner module
In your scenario, click the +, search for Myphoner and pick any module. Then click Create a connection. A connection is your Myphoner account linked to Make once, and every Myphoner module reuses it afterwards.
- 02
Copy your API key in Myphoner
You need an active Myphoner account. Open it in another tab, go to Manage, then Integrations or API, and copy the API key shown on screen.
- 03
Paste the key and save
Back in Make, give the connection a name in Connection name if you like (it is optional, but useful with several accounts). Paste the key where Make asks for your credentials and follow the on-screen prompts to save.
Your first scenario: move every won lead to a customer list
GoalWhen a caller marks a lead as a winner in Myphoner, Make moves it into your customer list.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the big +. This first module is the one that will start everything.
- 02
Set up Watch Winner Lead
Search Myphoner, choose Watch Winner Lead, click Create a webhook, then pick or create your connection. Myphoner will now warn Make each time a lead is won.
- 03
Add Migrate / Move a Lead
Click the + to the right of the trigger and add Migrate / Move a Lead. Map the lead coming from the trigger, then choose the target list in the options Make loads from your account.
- 04
Test with Run once
Click Run once, then mark a test lead as a winner in Myphoner. Each module shows the bundle it received, meaning the item passed along, here your lead. Check that it reached the right list.
- 05
Switch it on
Turn the scenario on. Because the trigger is instant, Make reacts when Myphoner calls it rather than waiting for the 15-minute default schedule shown on the first module.
Which Myphoner events can start a scenario?
4 modules start a scenario when something happens in Myphoner. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Myphoner as soon as it happens.
Watch Archived Lead
Instant triggerIn Make“Watches for a new archived lead.”
Get a signal each time a lead is archived, so your other tools stop treating that contact as active. The scenario receives the archived lead and can pass it to a spreadsheet, a CRM or a message.
Watch Call Back Lead
Instant triggerIn Make“Watches for a new call back lead.”
Turn every scheduled call back into a follow-up task elsewhere. Whenever a caller flags a lead for a second call, this trigger hands that lead to your scenario, ready to be sent to a calendar, a chat channel or a teammate.
Watch Lost Lead
Instant triggerIn Make“Watches for a lost lead.”
Learn from every prospect who says no. This trigger passes each lead marked as lost to your scenario, which can log it for later analysis or drop it into a nurture sequence in your email tool.
Watch Winner Lead
Instant triggerIn Make“Watches for a new winner lead.”
Start the handover the second a deal is won. Each lead a caller marks as a winner reaches your scenario, which can move it to a customer list, alert sales ops or open a record in your billing tool.
What can Make do inside Myphoner?
Myphoner gives you 16 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Archive a Lead
ActionIn Make“Archives an existing lead.”
Clear a lead out of the active queue without deleting it, so callers stop seeing a contact that no longer needs a call.
Create a List
ActionIn Make“Creates a new list.”
Spin up a new calling list from Make, ready to receive leads right away, instead of preparing it by hand in Myphoner first.
Create a New Lead
ActionIn Make“Creates a new lead.”
Drop a fresh prospect into Myphoner as soon as it appears in another tool, so your callers can dial it without any copy and paste.
Delegate / Claim a Lead
ActionIn Make“Delegates or claims an exisitng lead to another user.”
Hand a lead to a specific caller, or have it claimed for someone, directly from a scenario. The lead lands with the right person without a manager reshuffling queues.
Get a Lead
ActionIn Make“Retrieves an existing lead.”
Read the full details of one lead you already know, to enrich a message, a report or another app with what Myphoner holds on that contact.
Get a List
ActionIn Make“Retrieves an existing list.”
Pull the details of a single calling list so later modules can use them, for instance to name the campaign in a notification or a report.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API Call.”
Reach any part of the Myphoner API that the ready-made modules leave out, while reusing the connection you already created.
Mark a Lead as a Loser
ActionIn Make“Marks an existing lead as a loser.”
Close a lead as lost from outside Myphoner, so the calling list reflects a refusal recorded somewhere else, such as a reply by email or a form.
Mark a Lead as a Winner
ActionIn Make“Marks an existing lead as a winner.”
Record a win in Myphoner when the deal was closed through another channel, keeping your calling stats honest.
Mark a Lead for a Call Back
ActionIn Make“Marks a lead for a Call Back.”
Put a lead back on the call back pile automatically, so a caller gets a second chance to talk with that contact.
Migrate / Move a Lead
ActionIn Make“Mirgrates / moves a lead between lists.”
Shift a lead from one list to another, so each stage of your process lives in its own list and callers only see what concerns them.
Update a Lead
ActionIn Make“Updates an existing lead.”
Keep a lead's details in step with your other tools: fresher contact details, written back to Myphoner without opening it.
Find Leads by Fields
SearchIn Make“Find leads by one or more fields.”
Check whether a contact already exists by matching one or more of its details, before your scenario decides what to do.
Search Leads by a Query
SearchIn Make“Searches for leads by a query.”
Look up leads with a free query rather than exact field values, handy when you only know part of a name or a company.
Search Lists
SearchIn Make“Retrieves all existing lists on the current account.”
See every calling list on your account from inside a scenario, which helps you pick the right one or check that it already exists.
View Leads in a List
SearchIn Make“Retrieves leads from an existing list.”
Pull the leads of one list into your scenario so you can export them, count them or act on each of them in turn.
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