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Omnichat Make integrationAutomate Omnichat with Make.
Can Make put new leads into Omnichat and greet them without code? The Omnichat Make integration gives you 4 action modules: create a contact, update it, send a direct message, or call the API. This page covers the connection and a first working scenario.
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What can the Omnichat Make integration do for you?
The Omnichat Make integration links your Omnichat account to Make, a no-code tool where you build a scenario: an automation made of modules, each one a brick that reads or writes data in one app. On the Omnichat side, every module is an action, so Omnichat always comes after something else that starts the flow.
Every new lead becomes a contact. A form, a CRM or a spreadsheet starts the scenario, and Creates a Contact records the person in Omnichat with the details it received. Each item that travels from one module to the next is called a bundle: here, one bundle is one lead.
A first message goes out on its own. Chain Sends a Direct Message right after the contact is created, and the welcome note leaves without anyone copying and pasting. Each module run on a bundle counts as one operation on your Make plan.
Contact records follow your other tools. When something about a customer changes in your CRM, Updates a Contact carries the change over to Omnichat.
What Make does not do here: the Omnichat app has no trigger in Make, so nothing that happens inside Omnichat can start a scenario through these modules. For whatever the listed modules skip, Make an API call reaches the rest of the Omnichat API. New to the editor? The Make training starts from zero, Make pricing explains how operations are counted, and n8n vs Make helps if you are weighing the two tools.
How do you connect Omnichat to Make?
- 01
Copy your API key from Omnichat
In Omnichat, open Settings in the left menu, then Integrations and API. Click Add, fill in the pop-up, confirm with Add, and copy the key shown in the Access key field.
- 02
Add an Omnichat module in Make
In your scenario, add any Omnichat module and click Create a connection. A connection is your Omnichat account linked to Make once. The Connection name field is optional, but a clear name helps later.
- 03
Paste the key and save
Paste the API key into the connection window and confirm. Once saved, the same connection appears in the list of every other Omnichat module you add, so you set it up a single time.
Your first scenario: from new lead to welcome message
GoalWhen a new lead arrives in another app, Make creates the contact in Omnichat and sends a first direct message.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the +. Pick the app where your leads land first, a form tool or a CRM, and its trigger module.
- 02
Add Creates a Contact
Click the + on the right of that first module, search for Omnichat and choose Creates a Contact. Select your connection, or click Create a connection the first time.
- 03
Map the lead's data
Fill the contact fields by picking values that came out of the first module. Make lists the data it received, so you click on values instead of typing them.
- 04
Chain the message
Click the + again, add Sends a Direct Message and write your welcome text. Map the recipient from the data the earlier modules passed along.
- 05
Test with Run once
Click Run once, then send a test lead through the first app. Open each module to read the bundles it received, and check the new contact in Omnichat.
- 06
Schedule and switch on
Set the schedule on the first module, every 15 minutes by default on a new scenario, then switch the scenario on. Every new lead now gets the same treatment.
What each Omnichat module does
Omnichat gives you 4 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Creates a Contact
ActionIn the docs onlyCreates a Contact adds a new person to your Omnichat contacts, filled with data mapped from an earlier module, so a lead captured elsewhere is ready for a conversation.
Make an API call
ActionIn the docs onlyWith Make an API call, you reach any endpoint of the Omnichat API from your scenario, using the connection you already set up, for everything the three other modules leave out.
Sends a Direct Message
ActionIn the docs onlyYour contact gets a message from Omnichat the moment the scenario reaches Sends a Direct Message: a welcome note, a confirmation, a follow-up after an event in another tool.
Updates a Contact
ActionIn the docs onlyKeep an Omnichat contact in line with your other tools: Updates a Contact changes the details of a person who already exists, so the record matches what your CRM says today.
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