📌 This feature is available for all Starter, Professional and Performance plans.
For detailed information on each plan, you can check 👉 here.
How to Create Your First Scenario in Make
To automate processes within Sage Sales Management using Make, follow these four steps:
Select the applications you want to integrate and define the automation goal.
Build your scenario by connecting Sage Sales Management modules with the selected applications.
Test the scenario to ensure it functions correctly.
Activate the scenario and start using it in your sales operations.
Available Modules for Sage Sales Management in Make
The modules enable the automation of tasks within different Sage Sales Management menus:
Companies: Create, update, and locate company records.
Contacts: Create, update, and locate contacts.
Opportunities: Manage business opportunities.
Activities: Record commercial activities.
Users: Retrieve user information and extract user lists.
Calendar: Create and update calendar events.
Orders: Manage and update sales orders.
Entities: Administer data related to different modules.
Advanced Modules: Integrate with the Sage Sales Management API for more customised workflows.
Key Menus in Make and Their Functions
When you log into Make, you will access several menus that help manage your workflows:
Organisation: Manage users, scenarios, and past operations.
Team: Control team members’ access to scenarios and data.
Scenarios: The main workspace for creating and managing automations.
Modules: Various types of modules (actions, searches, triggers, aggregators, and iterators) to customise workflows.
Templates: A library of pre-defined templates to speed up the automation setup.
Connections: Manage established connections with different applications.
Webhooks: Facilitate data exchange between Sage Sales Management and Make via HTTP.
API Keys: Manage API access keys for advanced integrations.
Devices: Configure the Make app on mobile devices.
Data Stores: A space for storing and managing data generated by your scenarios.
With this integration, sales teams can optimise their workflows, automate repetitive tasks, and improve data management efficiency. For more information, visit the Make official documentation.