Hi Everyone,
For a client who uses 2Solar as their CRM, we’re looking to automate the process of sending their meta leads directly into the system in real-time.
I’ve been exploring possible solutions and wanted to check if you have a preferred marketing automation tool that integrates seamlessly with 2Solar. Any recommendations or insights would be greatly appreciated.
Looking forward to your response or how any of you would to this!
The CRM itself recommanded Zapier, but as I already use make, I thought I ask it here!
Hello @Bert_Christiaens,
If you are unable to find an app in Make, then you may request it.
Until then, you can use HTTP modules to call 2Solar’s API directly, if there is a public one available.
Hope that helps!
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Thanks for the answer, I never used HTTP modules. So I will try this out!
Where do you fill in the API Key? or any tutorial on how to use this? Thanks in Advance
You have added the Basic Auth Request module which needs a user name and password.
Take that module out and add an API Key Request Module. When you create a new connection that’s where you’ll enter your key.
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Okay thanks for your answer, is there any tutorial on how to set this up properly? I don’t have acces to the CRM though.