Have you discovered the power of Twenty, the open-source CRM that puts privacy first? What if you could connect it to your favorite apps and automate those tedious tasks? 🤔 Get ready to unlock a new level of efficiency as we explore how to seamlessly integrate Twenty with Make.com!
🗝️ Unlocking the Power of Integration: Your Key to Automation
Connecting Twenty with Make.com opens up a world of possibilities, allowing you to automate tasks like:
- Adding new leads from Facebook ads directly into Twenty. 🧲
- Creating tasks in your project management tool when a deal reaches a specific stage. 📈
- Sending personalized welcome emails to new contacts. 📧
🧰 Getting Started: Setting the Stage for Automation
Before diving into automations, you’ll need a few things:
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A Synergetic App: This acts as the bridge between Make.com and Twenty. You can grab it here: https://www.go-synergetic.com/apps/twenty
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A Make.com Account: Sign up for free and get started: https://www.make.com/en/register?pc=richydff
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A Twenty Account: Sign up for free and experience the power of open-source CRM: https://www.twenty.com/ (Replace with actual URL if available)
⚡️ Triggering the Magic: The Watch Records Module
The “Watch Records” module is your automation launchpad. It acts like a vigilant assistant, notifying Make.com whenever something interesting happens in Twenty.
Here’s how it works:
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Setup in Make.com: Add the “Watch Records” module to your Make.com scenario and connect it to your Twenty account using your API key (found in your Twenty settings) and the license key provided by Synergetic.
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Configuration in Twenty: Go to “Settings” > “Developers” > “Webhooks” in your Twenty account. Create a new webhook, paste the address provided by Make.com, and choose the events (e.g., company created, contact updated) that should trigger it.
Example: Imagine you want to be notified in your team chat app whenever a new deal is added to Twenty. The “Watch Records” module makes this a breeze!
⚙️ Building Powerful Workflows: The Create, Update, Delete Module
This versatile module lets you programmatically manage your Twenty data.
Here’s how it works:
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Choose Your Action: Select whether you want to create, update, or delete a record in Twenty.
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Select Your Object: Specify the type of record you want to work with (e.g., company, contact, task).
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Map Your Data: Match the fields from your Make.com scenario to the corresponding fields in Twenty.
Example: Let’s say you want to automatically create a new contact in Twenty whenever someone fills out a form on your website. This module makes it happen!
🧰 Resource Toolbox:
- Synergetic Twenty App: Connect Twenty to Make.com: https://www.go-synergetic.com/apps/twenty
- Make.com: Build powerful automations: https://www.make.com/en/register?pc=richydff
- Twenty CRM: Open-source, privacy-first CRM: https://www.twenty.com/ (Replace with actual URL if available)
- Synergetic Workflow Building Service: Get expert help with your automations: https://www.go-synergetic.com/workflow
🚀 Take Action!
You’ve now got the knowledge to supercharge your workflow with Twenty and Make.com. Start exploring the possibilities and discover how automation can free up your time and help you focus on what matters most!
