Resources · Make integration

SalesWizard CRM Make integrationAutomate SalesWizard CRM with Make.

Can Make feed your CRM and react when it changes? The SalesWizard CRM Make integration gives you 7 modules: 4 triggers and 3 actions. This guide links your account, walks through a first scenario and explains each module.

Try the SalesWizard CRM integration on MakeSee the 7 modules

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What you can automate

What does the SalesWizard CRM Make integration do?

The SalesWizard CRM Make integration links your CRM account to Make, a no-code tool where you build a scenario: the automation itself, a chain of modules that runs on a schedule. Here, modules can spot new leads and contacts, notice edits or removals, and create records for you.

Leads captured without copy-paste. A form, a chat tool or a spreadsheet from another app opens the scenario, and Create a Lead files each entry in SalesWizard CRM. Nobody retypes a prospect's details again.

A team that hears about new prospects. Watch a New Lead picks up the leads added to the CRM at each scheduled run, so the next module can post a message in your team chat or add a row to a shared sheet.

Other tools kept in step with your contacts. Watch a Update Contact and Watch a Remove Contact let you mirror edits and removals in a mailing tool or a billing system instead of fixing them by hand.

What to know first: Make's documentation for SalesWizard CRM is marked as limited, because little public information exists about the app. The module list is known, their fields are not described, and the trigger types come from the module names. When a listed module falls short, Make an API Call reaches the app's API with the same connection. If you are still choosing a platform, the n8n vs Make comparison and our Make review help, and the Make troubleshooting guide covers scenarios that stop.

Connect

How do you connect SalesWizard CRM to Make?

  1. 01

    Add a SalesWizard CRM module

    In a scenario, click the +, type SalesWizard CRM in the search box and pick any of its modules. The first time, Make asks for a connection: your SalesWizard CRM account linked to Make once, then reused by every module of the app. Click Create a connection.

  2. 02

    Name it and authorize Make

    Give the connection a name if you want, such as the account owner, which helps when several people share scenarios. Then either approve Make on the SalesWizard CRM page that opens, or paste the key the app provides, depending on what the window asks for.

  3. 03

    Save and check the fields

    Click Save. Back in the module, the connection now sits in the first field, and Make can start listing what it reads from your account. If nothing shows up, open the connection again and confirm the authorization or key was accepted.

First scenario

Your first scenario with SalesWizard CRM

GoalWhen a prospect fills in a form in another app, Make creates the matching lead in SalesWizard CRM.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + in the middle of the canvas. That first module is the trigger, and here it comes from the app that collects your prospects.

  2. 02

    Set the trigger from your form app

    Search for the app holding your form, pick its module that watches new entries and link your account with Create a connection. Each entry will travel as one bundle, meaning one item passed to the next module.

  3. 03

    Add Create a Lead

    Click the + on the right of the first module, search SalesWizard CRM and choose Create a Lead. Select your connection, then map the answers from the form into the lead fields Make displays; only the fields it lists exist.

  4. 04

    Test with Run once

    Submit a test entry in the form, then click Run once. Make runs the scenario one time and shows the bundle each module received; open SalesWizard CRM to confirm the lead is there with the right details.

  5. 05

    Schedule and switch it on

    Click the clock on the first module to set the schedule, every 15 minutes by default, and turn the scenario on. Each module run on one bundle counts as one operation, the unit Make tallies on your plan.

Triggers

What can start a SalesWizard CRM scenario?

4 modules start a scenario when something happens in SalesWizard CRM. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by SalesWizard CRM as soon as it happens.

SalesWizard CRM1Watch a New Contact

Watch a New Contact

triggerIn the docs only

Your scenario learns about every contact added to SalesWizard CRM and can hand it straight to your other tools, so a new relationship never stays locked inside the CRM. Each contact reaches the next module as its own bundle.

How it fires
scheduled, Make checks the app on the scenario's schedule and picks up contacts created since the last check.
When to use it
a salesperson records a new client and the accounting or newsletter tool must receive the same person.
Watch out
the scheduled type is inferred from the module name, since Make's documentation for this app is limited; confirm the clock badge in the editor.
SalesWizard CRM2Watch a New Lead

Watch a New Lead

triggerIn the docs only

Fresh prospects get noticed without anyone refreshing the CRM: this trigger passes each new lead to the rest of the scenario, where a message, a task or a spreadsheet row can follow. Pick it over Watch a New Contact when your pipeline starts with leads.

How it fires
scheduled, Make checks the app on the scenario's schedule, so a lead appears in the scenario at the next run.
When to use it
the sales team wants a chat alert for each inbound lead, without watching the CRM all day.
Watch out
on the Free plan the shortest gap between two scheduled runs is 15 minutes, so the alert is never instant.
SalesWizard CRM3Watch a Remove Contact

Watch a Remove Contact

triggerIn the docs only

Removals stop being silent: judging by its name, this trigger reports contacts taken out of SalesWizard CRM so that your other systems can drop or flag them too. It protects you from emailing someone who is no longer in your books.

How it fires
scheduled, Make checks the app on the scenario's schedule and returns the removals it finds.
When to use it
a mailing list or billing tool must stay aligned with the contacts your team keeps.
Watch out
the documentation does not say what data a removed contact still carries, so run it once on a test contact and read the bundle before mapping anything.
SalesWizard CRM4Watch a Update Contact

Watch a Update Contact

triggerIn the docs only

Edits made in the CRM travel on to the tools that rely on them: a corrected phone number or a new job title can be pushed wherever that contact also lives. This is the one to choose when records change after creation rather than arrive new.

How it fires
scheduled, Make checks the app on the scenario's schedule and brings back contacts changed since the previous check.
When to use it
your support desk or invoicing app keeps a copy of each contact that must not drift.
Watch out
if a later module writes back to the same contact in SalesWizard CRM, that edit can wake this trigger again; send updates outward only.
Modules

What can Make do in SalesWizard CRM?

SalesWizard CRM gives you 3 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

SalesWizard CRM1

Create a Contact

ActionIn the docs only

A full contact record lands in SalesWizard CRM straight from another tool, with no manual entry and no typos. It fits people you already work with, rather than prospects still being qualified.

When to use it
a signed quote or a paid invoice in another app should add the client to the CRM.
Watch out
the documentation does not mention duplicate checks, so test with Run once on an existing email before switching the scenario on.
SalesWizard CRM2

Create a Lead

ActionIn the docs only

Every prospect captured elsewhere shows up as a lead in SalesWizard CRM, ready for your sales follow-up. Prefer it to Create a Contact whenever the person has not bought yet and belongs at the top of the pipeline.

When to use it
a web form, a webinar sign-up or a chat conversation produces a new prospect.
Watch out
field names are not documented; add the module, let Make show the available fields, and map only what your source really sends.
SalesWizard CRM3

Make an API Call

ActionIn the docs only

This module opens the rest of the SalesWizard CRM API to your scenario, using the connection you already set up. It is the way out when the six other modules do not cover a task, such as editing a record rather than creating one.

When to use it
you need an action the module list lacks and the app's API documentation describes it.
Watch out
you write the request yourself, so keep the SalesWizard CRM API reference open while you build it.
Need help

Need help automating SalesWizard CRM with Make?

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FAQ

SalesWizard CRM and Make: common questions

01Is the SalesWizard CRM Make integration free?
Yes, SalesWizard CRM is a standard app in Make, so it works from the Free plan onward. That plan has limits worth knowing: 2 active scenarios, at least 15 minutes between two 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) bring the interval down to 1 minute, remove the cap on active scenarios and allow 40 minutes of execution. Usage is counted in operations, or credits, each month. Any subscription to SalesWizard CRM itself is a separate matter.
02What does it take to connect SalesWizard CRM to Make?
A SalesWizard CRM account you can sign in to, and a Make account. Make's documentation for this app lists no prerequisites and no specific connection steps, so the generic flow applies: add any SalesWizard CRM module, click Create a connection, optionally name it, then either authorize Make on the app's page or paste the key the app gives you, and click Save. The connection is created once and every SalesWizard CRM module in your scenarios reuses it. Having admin access to the CRM makes the step smoother if a key is needed.
03Do the SalesWizard CRM triggers in Make react in real time?
No, all 4 triggers are listed as scheduled, not instant. Make polls SalesWizard CRM when the scenario's schedule comes around, every 15 minutes on a new scenario, and processes whatever new, updated or removed records it finds. On paid plans the interval can drop to 1 minute. Note that this type is inferred from the module names, because the documentation for the app is limited, so look for the clock badge on the module in the editor. An instant trigger would carry a lightning badge instead.
04What if a SalesWizard CRM module is missing in Make?
Use Make an API Call. It calls any endpoint of the SalesWizard CRM API through the connection you already have, which covers what the 3 action modules and 4 triggers leave out, such as updating or looking up a record. You will need the app's own API reference to build the request, since Make's documentation for SalesWizard CRM is marked as limited and describes no fields. Start with a Run once test on a harmless record, read the returned bundle, and only then map the result into the next module.
05Should SalesWizard CRM be automated with Make or n8n?
It depends on which tool your team already uses and on the modules you need. On Make, SalesWizard CRM comes with 7 modules, including 4 scheduled triggers, 2 creation actions and Make an API Call for the rest, and it is available on the Free plan. The same app often has an n8n node too, so check n8n's node list before deciding. Neither choice is better by default: compare the modules each side offers for your use case, then test a small scenario on the one your team is comfortable with.
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