Resources · Make integration

Néctar CRM Make integrationAutomate Néctar CRM with Make.

Tired of retyping leads into your CRM by hand? The Néctar CRM Make integration gives you 21 modules: 16 actions and 5 searches over deals, contacts, tasks, products and qualifications. This guide walks a sales or ops lead through the connection and a first working scenario.

Try the Néctar CRM integration on MakeSee the 21 modules

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What you can automate

What can the Néctar CRM Make integration do for you?

It lets Make write to and read from your Néctar CRM account without code. You build a scenario (the automation you assemble in Make, a chain of modules), and each module (one brick of that chain) creates, updates, fetches or lists deals, contacts, tasks, products or qualifications for you.

Every inbound lead lands in the pipeline. A form tool or an ad platform starts the scenario, Criar um Contato files the person, and Criar uma Oportunidade opens the deal right behind it. Your reps stop copying names from email.

Follow-ups nobody forgets. When a quote is signed in your e-signature tool, Atualizar uma Oportunidade moves the deal forward and Criar uma Tarefa hands the onboarding call to the right person.

A product catalog that matches your spreadsheet. A finance team keeping prices in a sheet can pair Listar Produtos with Atualizar um Produto so the CRM never quotes an old price.

What Make does not do here: Néctar CRM has no trigger module, so a change made inside the CRM cannot start a scenario by itself. Something else starts the run, another app or the schedule of Make. Make also flags its own documentation for this app as AI-generated, so check anything critical with Néctar CRM. Before choosing a plan, look at Make pricing; if you are weighing tools, n8n vs Make lays out the differences, and Make training covers scenario building from scratch.

Connect

How do you connect Néctar CRM to Make?

  1. 01

    Generate an API token in Néctar CRM

    Log in to Néctar CRM, click the gear icon, then Integrations and the APIs tab. Click Generate Token, give it a name, set its period of validity, pick the responsible user, save, and copy the token shown.

  2. 02

    Open a Néctar CRM module in Make

    In your scenario, add any Néctar CRM module and click Create a connection. The Connection name field is optional, but a clear label such as the account owner helps once several people share scenarios.

  3. 03

    Paste the token and save

    Paste the token you copied into the credentials field and confirm. The connection (your Néctar CRM account linked to Make once) now serves every Néctar CRM module you add later, so you do this only one time.

First scenario

Your first scenario with Néctar CRM

GoalWhen a new lead comes in from another app, Make creates the contact in Néctar CRM and opens a deal for it.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the +. Pick the app where your leads arrive, such as your form tool, as the first module.

  2. 02

    Add Criar um Contato

    Click the + on the right, search for Néctar CRM, choose Criar um Contato and select your connection. Map the lead's details from the first module into the contact.

  3. 03

    Chain Criar uma Oportunidade

    Add Criar uma Oportunidade after it and map the contact that the previous module just created, so the deal is attached to the right person from the start.

  4. 04

    Test with Run once

    Click Run once and send a test lead. Open each module's bubble to read the bundle (the item passed along) it received, then check Néctar CRM for the new contact and deal.

  5. 05

    Set the schedule and switch it on

    On the first module, set the schedule: every 15 minutes by default, 15 minutes at least on the Free plan. Then switch the scenario on and let it file your leads.

Modules

What each Néctar CRM module does

Néctar CRM gives you 21 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Néctar CRM1

Atualizar uma Oportunidade

Action

In Make“Atualiza uma oportunidade.”

Changes an existing deal so your pipeline reflects what just happened elsewhere, like a signed quote or a lost bid.

When to use it
after a contract tool or billing app confirms progress, to move the deal without opening the CRM.
Watch out
it needs to know which deal to touch, so place a search or a get module before it.
Néctar CRM2

Atualizar uma Qualificação

Action

In Make“Atualiza uma qualificação.”

Edits a qualification record, which keeps the scoring of a lead in step with what your team learns after a call or a demo.

When to use it
once a meeting app or a survey returns new answers about the prospect.
Watch out
map the qualification from an earlier module; this action changes one record per bundle.
Néctar CRM3

Atualizar uma Tarefa

Action

In Make“Atualiza uma tarefa.”

Rewrites an open task, so reps see the current state of their to-do list.

When to use it
when a ticket closes in your help desk and the matching CRM task should follow.
Watch out
pair it with Listar Tarefas or Consultar uma Tarefa to find the right task first.
Néctar CRM4

Atualizar um Contato

Action

In Make“Atualiza um contato.”

Brings a contact card up to date, so details that changed in another tool land in Néctar CRM too.

When to use it
when a customer edits their profile in your shop or newsletter platform.
Watch out
updating the wrong person is easy if two contacts look alike; find the contact with a search before this step.
Néctar CRM5

Atualizar um Produto

Action

In Make“Atualiza um produto.”

Adjusts a product already in your catalog, which keeps the prices and names your reps quote aligned with your master list.

When to use it
a finance sheet or an ERP holds the reference data and Néctar CRM should mirror it.
Watch out
run Listar Produtos first so each bundle points at an existing product rather than a guess.
Néctar CRM6

Consultar uma Oportunidade

Action

In Make“Retorna as informações de uma oportunidade específica.”

Pulls every detail of one specific deal into the scenario, ready to be mapped into an email, a sheet or a chat message.

When to use it
you already know which deal matters, for example from a link in a notification, and want its full data.
Watch out
it returns a single deal; to browse several, use Listar Oportunidades instead.
Néctar CRM7

Consultar uma Qualificação

Action

In Make“Retorna as informações de uma qualificação específica.”

Reads one qualification in full, so later modules can decide what to do with a lead based on how it was scored.

When to use it
before routing a prospect to a senior rep or to a nurturing sequence in your email tool.
Watch out
it looks up one known record; use Listar Qualificações when you need to scan many.
Néctar CRM8

Consultar uma Tarefa

Action

In Make“Retorna as informações de uma tarefa específica.”

Fetches the information of one particular task, handy when a report or a reminder needs its details.

When to use it
a manager wants a message in the team chat describing a task that was just updated.
Watch out
it will not find a task by browsing; give it the task coming from a previous module.
Néctar CRM9

Consultar um Contato

Action

In Make“Retorna as informações de um contato específico.”

Retrieves the complete card of one contact, which lets you enrich an email, an invoice or a support ticket with CRM data.

When to use it
your billing app needs the customer data stored in Néctar CRM before it issues a document.
Watch out
it reads one known contact; to search a whole list, reach for Listar Contatos.
Néctar CRM10

Consultar um Produto

Action

In Make“Retorna as informações de um produto específico.”

Returns what Néctar CRM knows about one product, so a quote or an order in another app uses the same data your reps see.

When to use it
a deal references a product and your proposal tool needs its details.
Watch out
point it at one product only; Listar Produtos is the module for a full catalog pass.
Néctar CRM11

Criar uma Oportunidade

Action

In Make“Cria uma nova oportunidade.”

Opens a fresh deal in your pipeline, so a qualified request becomes something a rep can follow and close.

When to use it
right after Criar um Contato, when a demo request or a quote form arrives.
Watch out
every run creates a new deal; if the same lead can come back twice, check with Listar Oportunidades before creating.
Néctar CRM12

Criar uma Qualificação

Action

In Make“Cria uma nova qualificação.”

Adds a new qualification record, turning answers collected elsewhere into scoring your sales team can act on.

When to use it
a discovery form or a chatbot gathers answers about a prospect before any call.
Watch out
it writes one qualification per bundle, so a form with several prospects produces several records.
Néctar CRM13

Criar uma Tarefa

Action

In Make“Cria uma nova tarefa.”

Puts a new task on someone's list, so the next step of a deal is assigned instead of remembered.

When to use it
a contract gets signed and the onboarding call has to be scheduled by the account manager.
Watch out
if the scenario runs twice on the same event, you get two tasks; test with Run once before you switch it on.
Néctar CRM14

Criar um Contato

Action

In Make“Cria um novo contato.”

Files a new person in Néctar CRM from data that arrives somewhere else, a form, a webinar sign-up or a spreadsheet row.

When to use it
as the first Néctar CRM module of any lead intake scenario.
Watch out
the key is criaContato, not createContact, a naming quirk worth knowing when you read a blueprint; also search first to avoid duplicates.
Néctar CRM15

Criar um Produto

Action

In Make“Cria um novo produto.”

Adds an item to your Néctar CRM catalog, which spares someone from typing each new offer into the CRM.

When to use it
a new line appears in your pricing sheet or your online store lists a new item.
Watch out
nothing stops the same product from being created twice; run Listar Produtos before it when the source can repeat.
Néctar CRM16

Fazer uma Chamada API

Action

In Make“Execute uma chamada de API autorizada arbitrária.”

Sends an authorized request to the Néctar CRM API through your existing connection, covering what the ready-made modules leave out.

When to use it
you need something none of the ready-made modules offers and you can read the Néctar CRM API documentation.
Watch out
this is the technical option of the list; you write the request yourself, so test it with Run once.
Néctar CRM17

Listar Contatos

Search

In Make“Lista todos os contatos.”

Brings back your contacts as a series of bundles, one per person, ready to be filtered, exported or checked.

When to use it
to see whether an email already exists before creating a contact, or to copy contacts into a sheet.
Watch out
each returned contact costs an operation (one module run on one bundle) in the modules that follow.
Néctar CRM18

Listar Oportunidades

Search

In Make“Lista todas as oportunidades.”

Returns your deals one bundle at a time, which gives you a pipeline view you can push into a report or a dashboard.

When to use it
a sales manager wants open deals copied into Google Sheets for a review meeting.
Watch out
it can return zero, one or many deals, and every module after it runs once per deal returned.
Néctar CRM19

Listar Produtos

Search

In Make“Lista todos os produtos.”

Reads your whole product catalog, so you can compare it with another source or feed it into a quote.

When to use it
before Criar um Produto or Atualizar um Produto, to know what already exists.
Watch out
a large catalog means many bundles, and the next modules run once for each of them.
Néctar CRM20

Listar Qualificações

Search

In Make“Lista todas as qualificações.”

Lists your qualification records as separate bundles, which is the way to review scoring across many leads at once.

When to use it
marketing wants every qualified lead pushed to an ad audience or a nurturing tool.
Watch out
it can come back with zero bundles, in which case the modules behind it simply get nothing to process.
Néctar CRM21

Listar Tarefas

Search

In Make“Lista todas as tarefas.”

Gathers your tasks into a stream of bundles, so overdue work or a rep's list can be sent where people actually look.

When to use it
posting open tasks to a team chat channel or a shared sheet.
Watch out
pair it with an aggregator if you want one message listing many tasks instead of one message per task.
Need help

Need help automating Néctar CRM with Make?

A person reads every message.

FAQ

Néctar CRM and Make: common questions

01Is the Néctar CRM Make integration free?
Yes, on the Make side. Néctar CRM is a standard app, available from the Free plan. That plan allows 2 active scenarios, 15 minutes at least 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) lower the interval to 1 minute and remove the cap on active scenarios. You still need your own Néctar CRM subscription; its price is set by Néctar CRM, not by Make.
02What do you need to connect Néctar CRM to Make?
An active Néctar CRM account and an API token. You create the token in Néctar CRM through the gear icon, Integrations, then the APIs tab and Generate Token, where you name it, set a validity period and choose the responsible user. In Make, you add a Néctar CRM module, click Create a connection, optionally name it, and paste the token. That single connection then serves all 21 modules of the app.
03Does Néctar CRM trigger Make scenarios in real time?
No. Néctar CRM has no trigger module in Make, scheduled or instant, so a change inside the CRM cannot start a scenario. You start the run another way: with a trigger from another app, such as your form or e-signature tool, or with the schedule of Make, which runs a new scenario every 15 minutes by default and every 1 minute at best on paid plans. Néctar CRM modules then act as the later steps.
04What if the Néctar CRM module you need is missing?
Start with Fazer uma Chamada API, the app's own module that sends an authorized request to the Néctar CRM API using your connection. It covers what the ready-made modules leave out, but you write the request yourself from the Néctar CRM API documentation. The app has no generic Make an API Call module. Make also marks the doc of this app as AI-generated, so verify limits and behavior with Néctar CRM before relying on them.
05Should you use Make or n8n for Néctar CRM?
It depends on the tool your team already runs. On Make, Néctar CRM comes with 21 modules, 16 actions and 5 searches, available from the Free plan, and this page shows how to set them up. Many apps also have an n8n node, but this guide does not document whether Néctar CRM does, so check the n8n side before deciding. Compare the two on the modules you actually need rather than on the brand.
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