MiniCRM

MiniCRM

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Type

Category

CRM/Sales

Subscription Type

Base

Plattform

Let's use MiniCRM on Make.com and rock your CRM!

Use miniCRM in Make.com and automate your Customer Relationship Management within Minutes. You can find a full list down below!

Sum Up!

  • Automate your Sales Management
  • Automate the setup of Contacts and Deals
  • Automate sales pipeline and customer communications

Keep It Off LP Form

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Actions

  • Create a Card / Project

    • This endpoint will create a new card / project.
  • Create a Company / Contact

    • This endpoint will create a new company or contact.
  • Get a Card / Project

    • If you have the card’s identifier - here you can query detailed data.
  • Get a Company / Contact

    • Retrieve the detailed data of a company or contact.
  • Get Database Schema

    • To know which fields and possible values are present in a given system, you can use the Schema API to download available fields. There are 3 entity types: Project, Business, Person. Project scheme depends on the module so you need to specify which module’s project scheme you are interested in.
  • Make an API Call

    • Performs an arbitrary authorized API call.
  • Update a Company / Contact

    • This endpoint will update an existing company or contact.

Searches

  • List Categories

    • Retrieve all categories.
  • List Company Cards / Projects

    • Retrieve all cards / projects of a company.
  • Search Companies / Contacts

    • This endpoint will search for a specified company or contact email address, and it will return all the companies and/or contacts that match the search parameter.

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MiniCRM

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