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Swipe One Make integrationAutomate Swipe One with Make.
Want every new lead to land in Swipe One without typing it in? The Swipe One Make integration gives you 2 action modules, one for contacts and one for events. This page shows how to link your account and build a first scenario that feeds Swipe One from another app.
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What can the Swipe One Make integration do for you?
The Swipe One Make integration lets a scenario, the automation you build in Make, write into your Swipe One CRM for you. It has 2 modules, the bricks of a scenario: one creates or refreshes a contact, the other records an event. Both are actions, so the scenario starts from another app or from a schedule.
A contact list that fills itself. A web form or a booking tool sends each new entry to Make, and Create or Update Contact writes it into Swipe One. No copy and paste. Going by its name, the module updates a known person instead of only creating new ones.
A history of what each customer did. After the contact step, Record Event logs what happened in Swipe One, so your sales team can find what happened when it follows up. A shop could use it for an order, a coach for a booked call.
One CRM fed by several tools. The same pair of modules can sit at the end of different scenarios, one per source app. Browse the 123FormBuilder Make integration for a form-based starting point.
What Make does not offer here: Swipe One has no trigger module and no Make an API Call module, so Make cannot react to a change made inside Swipe One. If you are weighing tools, the n8n vs Make comparison lays out both, and the Make training covers the editor basics.
How do you connect Swipe One to Make?
- 01
Copy your API key
In Swipe One, open Settings in the left sidebar, then the Workspace tab. The API key is shown on screen: copy it. You need an active Swipe One account for this.
- 02
Create the connection
In your Make scenario, add a Swipe One module and click Create a connection. A connection is your Swipe One account linked to Make once, then reused by both modules. You can name it in the Connection name field.
- 03
Paste the key and save
Paste the API key you copied, or follow the instructions Make shows on screen, and confirm. The module then opens its settings, ready to fill.
Your first scenario with Swipe One
GoalWhen a new entry arrives from another app, Make creates or updates the contact in Swipe One and records an event on it.
- 01
Start from the source app
Create a new scenario from the Scenarios page and click the +. Pick the module of the app that holds your leads, such as a form tool, and connect it.
- 02
Add Create or Update Contact
Click the + on the right of the first module, search Swipe One and choose Create or Update Contact. Select your connection, then map the person's details from the first module.
- 03
Add Record Event
Add one more module after it: Record Event. Fill its fields with what should appear in the contact's history, using data from the earlier modules.
- 04
Test with Run once
Click Run once. Each module shows the bundles it received, a bundle being one item passed along, here one person. Check Swipe One to see the contact and the event.
- 05
Schedule and switch on
Open the clock on the first module: a new scenario runs every 15 minutes by default. Keep that or adjust it within your plan, then switch the scenario on.
What the Swipe One modules do
Swipe One gives you 2 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create or Update Contact
ActionIn the docs onlyThis module keeps one clean record per person in Swipe One: as its name says, it creates the contact when needed and updates it otherwise. You get a CRM that stays current without manual entry.
Record Event
ActionIn the docs onlyGoing by its name, Record Event logs in Swipe One something a person did, which gives your team context before the next email or call. Place it after the contact step in the same scenario.
Need help automating Swipe One with Make?
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