👋 Hey there, fellow automation enthusiast! Ever wished managing customer relationships could be less of a chore and more of a well-oiled machine? 🤖 That’s where Tettra and Make.com come in!
This guide breaks down how to harness the power of Tettra, an open-source CRM, and Make.com to automate your customer interactions. Get ready to unlock a world of possibilities! 💡
🗝️ Connecting the Dots: Tettra + Make.com
Before we dive into automation magic, let’s ensure a smooth connection between Tettra and Make.com.
1. Installing the App:
- After purchasing the Tettra app, you’ll receive an email with two crucial elements: an installation link and a unique license key.
- Click the installation link and follow the on-screen prompts to integrate Tettra with your Make.com account.
2. Setting Up Your Connection:
- Once installed, add a Tettra module (e.g., ‘Watch Records’) within your Make.com scenario.
- You’ll be prompted to configure your Tettra connection. This is where your license key and Tettra API key come into play.
- Find your API key within Tettra: Settings > Developers > Create API key. Give it a recognizable name (like “Make Integration”) and hit save.
- Copy the generated API key and paste it into the Make.com connection setup, along with your license key.
- Click ‘Save,’ and voila! You’re connected!
⚙️ Unleashing Automation Power: Key Modules
Let’s explore some game-changing Tettra modules available within Make.com.
1. 📡 Watch Records: Your Real-Time Update Hub
Imagine this: any time a contact is added, a company record is updated, or a task is completed in Tettra, Make.com gets notified instantly. That’s the power of ‘Watch Records.’
Practical Tip: Use ‘Watch Records’ to trigger notifications in Slack or email whenever a high-value deal progresses in Tettra.
2. 🔨 Create, Update, or Delete Records: Automation on Steroids
This module is your all-in-one tool for programmatically managing Tettra data. Create new companies, update contact details, or even delete outdated records— all without lifting a finger!
Practical Tip: Automate lead capture by using this module to create new contacts in Tettra directly from form submissions.
🧰 Resource Toolbox:
- Make.com: The platform we’re using for automation magic! https://www.make.com/
- Tettra: Your new best friend for open-source CRM. https://tettra.co/
🚀 Embrace the Power of Automation!
This is just a glimpse into the incredible automation potential that Tettra and Make.com offer. By connecting these platforms, you can streamline your customer relationships, free up valuable time, and ultimately, focus on what truly matters— building meaningful connections.
