hey Jono, happy to see you are growing lately! I´m starting in this world of automations watching 1 video every morning :) I have this client that works with a CRM that is not connected to Make and does not have a public API. In this case, is there any way I could integrate it with a webhook or the only option (if the API is not public) to connect the data is by exporting it via a csv. for example? I´d love to read your insights here. Thanks a ton! :)
Hey there Alejandro, thank you very much! Congratulations on taking the leap - I'm very excited for you and can't wait to hear about all the success you have on your journey, would love to be updated. This is an excellent question. I'll start of by saying that not all CRMs are created equal. I'm very strict when I choose my software tools for myself, or for my clients. If a client comes to me requesting automation services, but is unwilling to move from a CRM that has no automation capabilities, there's very little you can do. What you'll need is a CRM that can do internal automation, such as if/else condition logic, wait steps, entering and removing from other workflows, split testing, etc. Beyond this here are the 4 options you have to connecting it into other applications: 1. Connect it in with Zapier or Make.com 2. Use a webhook if the CRM has webhook capabilities (CRM must provide ability for webhooks to enter in, or exit) 3. Use a public API, if the CRM has this 4. Everything will either be manual, or I'd highly recommend moving to another CRM that has the functionality you need. With most CRMs you can export a CSV of all the client information, and upload it elsewhere. I've been using Go High Level now for 5 years, and it automates nearly everything I need it to. I highly recommend it, as it's been an absolute game changer for me. Here's my blue prints if you want them: jonocatliff.com/gohighlevel/sign-up (just in the process of releasing these, should be available in 5 days).
Thanks for the short & clear explanation, the only point I need to look for is do we have to run the webhook always to catch the data ? Once received it stops to catch it again i need to click run..
Hey there! Awesome to hear you solved it! Exactly - you'll just have to turn the scenario on and it'll catch future data. If it's off, the only way to catch it is if you test run it with the run button at the bottom left corner.
Hey there! I don't think Make.com has this functionality. I would probably only send the data to the webhook, if on your web app, they have a JWT token and they're verified. Hope this helps :)
Thanks for the video! My webhook only gathers the data when I hit the "Run once" button, but not automatically when I upload something in my form (using Forminator in wordpress). Any idea why?
Hey there, thanks for the comment. The "run once" button is used for testing, just to you can see the results come in in real time and be able to build the workflow you're creating based on the data you're receiving. All you should need to do now is turn on the workflow and it should work automatically. There should be a toggle to turn it on. Once the workflow has been turned on, you won't see the results come in like you're used to in the test mode. You'll have to navigate to the history tab and view all your executions there. Hope this helps :)
Hey there! You can send webhooks to other software applications. Instead of using the 'webhook' module in Make.com, you'll use the HTTP module. Here's a video where I go over this: ua-cam.com/video/U_7O8igsZW4/v-deo.html
No Add button at the top. Only an error comes up. I'm searching all over to find a resolution. I saw many have this problem. I allowed popups. Didn't work. I allowed intrusive ads. Didn't work. Don't pus the delete cookies/cache and open incognito as the only option please bc if it works without doing that for you then it should work for others > Failed to connect to remote server. Failed to execute 'clone' on 'Response': Response body is already used
best video on webhooks! you explain things really well.
Thank you very much! Best of luck :)
Thank you for the great video!!
Thanks so much Patrick, you're the best :)
Good job, very nice voice and way of talking. Just subscribed and looking forward to dive deeper into the channel.
Thanks Stefan! Hope this helped :)
hey Jono, happy to see you are growing lately! I´m starting in this world of automations watching 1 video every morning :)
I have this client that works with a CRM that is not connected to Make and does not have a public API. In this case, is there any way I could integrate it with a webhook or the only option (if the API is not public) to connect the data is by exporting it via a csv. for example?
I´d love to read your insights here. Thanks a ton! :)
Hey there Alejandro, thank you very much! Congratulations on taking the leap - I'm very excited for you and can't wait to hear about all the success you have on your journey, would love to be updated.
This is an excellent question. I'll start of by saying that not all CRMs are created equal. I'm very strict when I choose my software tools for myself, or for my clients. If a client comes to me requesting automation services, but is unwilling to move from a CRM that has no automation capabilities, there's very little you can do. What you'll need is a CRM that can do internal automation, such as if/else condition logic, wait steps, entering and removing from other workflows, split testing, etc.
Beyond this here are the 4 options you have to connecting it into other applications:
1. Connect it in with Zapier or Make.com
2. Use a webhook if the CRM has webhook capabilities (CRM must provide ability for webhooks to enter in, or exit)
3. Use a public API, if the CRM has this
4. Everything will either be manual, or I'd highly recommend moving to another CRM that has the functionality you need. With most CRMs you can export a CSV of all the client information, and upload it elsewhere.
I've been using Go High Level now for 5 years, and it automates nearly everything I need it to. I highly recommend it, as it's been an absolute game changer for me. Here's my blue prints if you want them: jonocatliff.com/gohighlevel/sign-up (just in the process of releasing these, should be available in 5 days).
oh snap its Macaulay Culkin
Hahahah shoot! I've been discovered. I'll need to change my disguise now 😂
nice work Jono, Videos looking sharp!
Thank you very much 🙏
Thanks for the short & clear explanation, the only point I need to look for is do we have to run the webhook always to catch the data ? Once received it stops to catch it again i need to click run..
ok ok found it there is an ON / OFF on the scenario it self, you need to keep on so you don't have to run the webhook for each test.
Hey there! Awesome to hear you solved it! Exactly - you'll just have to turn the scenario on and it'll catch future data. If it's off, the only way to catch it is if you test run it with the run button at the bottom left corner.
Hi Jono, if i am interested in integrating whatsapp to google sheets, do i use webhooks or https?
Hey there, I believe you'll have to register a custom app on WhatsApp for free. Here's the link: www.make.com/en/help/app/whatsapp-business-cloud
How to secure my web hook using jwt for example?
Hey there! I don't think Make.com has this functionality. I would probably only send the data to the webhook, if on your web app, they have a JWT token and they're verified. Hope this helps :)
Thanks for the video! My webhook only gathers the data when I hit the "Run once" button, but not automatically when I upload something in my form (using Forminator in wordpress). Any idea why?
Hey there, thanks for the comment. The "run once" button is used for testing, just to you can see the results come in in real time and be able to build the workflow you're creating based on the data you're receiving. All you should need to do now is turn on the workflow and it should work automatically. There should be a toggle to turn it on. Once the workflow has been turned on, you won't see the results come in like you're used to in the test mode. You'll have to navigate to the history tab and view all your executions there.
Hope this helps :)
One question: I can't send to a webhook in the software, can I? The software must support webhooks
Hey there! You can send webhooks to other software applications. Instead of using the 'webhook' module in Make.com, you'll use the HTTP module. Here's a video where I go over this: ua-cam.com/video/U_7O8igsZW4/v-deo.html
nice video
Thank you very much! Hope this helps :)
No Add button at the top. Only an error comes up. I'm searching all over to find a resolution. I saw many have this problem. I allowed popups. Didn't work. I allowed intrusive ads. Didn't work. Don't pus the delete cookies/cache and open incognito as the only option please bc if it works without doing that for you then it should work for others > Failed to connect to remote server. Failed to execute 'clone' on 'Response': Response body is already used
Hey there! Can you please give me more context here? Which 'add' button are you referring to on what exact page?
good video. Your hair looks nicer like this not so 40s :)
Hahahah, thank you very much 🙏