Add an organisation-level integration

Owned by Matt Kepple
Last updated: Oct 31, 2022
1 min read

Steps

  1. Get to the Integrations App

  2. Press Add an integration

  3. A list appears of software you can already integrate with

    1. If the software you are looking for is not on the list, complete this short form.

  4. Select one from the list

  5. Follow the instructions to login to your account on that other software tool. This process might open up an additional window or tab.

  6. Once the connection is complete you will the name of the other software appear on the Manage Integrations page, e.g. ThankQ, Salesforce, etc.

  7. Click the down-facing arrow

  8. The section expands

  9. From here you can press Add an action to set up the integration to create a variety of content types on Makerble, e.g.

    1. stories on Makerble

    2. contacts on Makerble

    3. Relationships between contacts on Makerble

    4. Contact Roles on Makerble

    5. ticked checkbox fields in contacts on Makerble