Make.com Integration

What is Make.com?

Make.com is a powerful tool that connects different apps and automates tasks without needing any coding. It helps move data smoothly between applications.

You can use SmartReach.io with Make.com to automate email outreach campaigns, track prospects, and manage your outreach easily. This integration saves time by automating tasks like tracking emails, managing prospects, and updating data across application without having to manually make any changes thus helping you work more efficiently.

Features for Make.com

1. Visual Workflow Builder
   Create automated workflows using a simple drag-and-drop interface, eliminating the need for coding. ​

2. Extensive App Integrations
   Connect with over 2,000 apps, including popular tools like Gmail, Zoho, Slack, google sheets, google docs and more with SmartReach.io. ​

3. Real Time Execution Monitoring
   Monitor workflows in real time to ensure they function as intended and quickly address any issues. ​

4. Advanced Data Transformation
   Manipulate and transform data within applications to fit specific requirements, enhancing flexibility. ​

5. Scheduling and Triggers
   Schedule scenarios to run at specific times or trigger them based on particular events, automating processes efficiently. ​

6. Security and Compliance
   Ensure data security with make.com's features like two-factor authentication, GDPR compliance, and SOC2 Type 1 compliance during the integration process assuring its safety and integrity.

7. Collaboration Features
   Share workflows with team members, allowing for collaborative development and management. ​

These features make Make.com a versatile platform for automating business processes and enhancing productivity, integration with SmartReach further helps you automate and streamline your email outreach, lead management, and marketing workflows without coding.

Why Integrate SmartReach.io with Make.com?

Integrating SmartReach.io with Make.com allows for seamless automation of email outreach processes, helps with lead management and keeps information updated across all applications in your workflow. Some key benefits of this integration include:

1. Automated Prospect Updates: Keep your prospect lists in SmartReach.io updated without manual effort.

2. Efficient Lead Nurturing: Automatically add, update, or remove prospects based on Google Sheets data.

3.Increased Productivity: Save time and focus on higher-priority tasks by reducing repetitive manual work.

4.Error Reduction: Minimize data entry mistakes by automating the transfer of information.

Getting Started with SmartReach.io Integration with Make.com

Prerequisites

To integrate SmartReach.io with Make.com, you will need:

1. An active SmartReach.io account (except Email Outreach Basic and Sales Engagement Basic plans)
2. A Make.com account (Sign up at Make.com)

Connecting SmartReach.io to Make.com

Steps to Connect SmartReach.io with Make.com

Step 1

Log in to SmartReach.io and generate an API Key:

Open the SmartReach.io Dashboard.
Navigate to Team Settings > Integrations > SmartReach API Key

Click on Get API Key > Generate New API Key > Confirm.
Click on the small eye button next to the API key to view it and then click on Copy

Step 2

Set up the connection on Make.com**

Open Make.com and log in.

Click on Create a New Scenario

Search for SmartReach.io in the list of applications.

Step 3

Select SmartReach application and choose a SmartReach.io Action or Trigger, The following are the available set of actions or triggers:
1. Create/Update Prospect – API to create or update a prospect.
2. Add Domain To DNC – API that adds a domain to DNC.
3. Add Email To DNC – API to add an email to DNC.
4. Add Tag to Prospect – API that adds a tag to a prospect.
5. Assign Prospect to Campaign by Email – API to assign a prospect to a campaign by email.
6. Get Prospect by Email – API to retrieve a prospect by email.
7. Get Prospects – API to get a list of prospects.
8. Mark Prospect as Complete and Pause Campaign – API to mark a prospect as complete and pause them from the campaign.
9. Remove Tag from Prospect – API to remove a tag from a prospect.
10. Unassign Prospect by Email – API to unassign a prospect by email.

Step 4

Create a Connection:
Click on Create a Connection.

Enter the API Key copied from SmartReach.io. Under Team ID, select the relevant team for which you want to enable the integration.

Click Save.

Step 5

Configure Your Workflow:
Depending on the selected action, enter the relevant details for your prospect. This would include the first name, last name, email(compulsory field) and other columns.

Step 6

Click Save.

Now that your connection with SmartReach is established , You can now add additional apps to your workflow to further customise the automation process.