How to Connect Greetler to Make
Automatically route leads to your CRM, email, spreadsheets, or 1,000+ other apps with Make (formerly Integromat).
Time needed: 2 minutes • Difficulty: Easy • No code required
-
1
Log in to Make
Go to make.com and sign in (or create a free account).
-
2
Create a new Scenario
Click Create a new scenario from the dashboard.
-
3
Add a Webhook trigger
Click the + button, search for "Webhooks", and select Custom webhook. Click Add to create a new webhook, then Copy address to clipboard.
-
4
Add webhook in Greetler
In your Greetler portal, go to Settings → Integrations. Click Custom Webhook → Configure. Paste the Make webhook URL and select your events.
-
5
Send a test
Click the Test button in Greetler. Back in Make, click OK — Make will detect the data structure automatically.
-
6
Add your action module
Click + after the webhook module and search for your destination (e.g., Clio, HubSpot, Google Sheets). Connect your account and select the action (e.g., "Create a Contact").
-
7
Map the fields
Map Greetler fields to your destination: Name →
data.name, Email →data.email, Phone →data.phone, Notes →data.intent_summary -
8
Activate your Scenario
Toggle the scenario ON in the bottom-left. Set scheduling to Immediately. Every new lead will flow to your CRM automatically.
Available Webhook Events
| Event | Fires when |
|---|---|
| lead.created | New lead is captured |
| lead.updated | Lead status changes in pipeline |
| conversation.completed | Conversation ends with summary |
| booking.clicked | Visitor clicks booking link |
Verifying webhook signatures
Every delivery includes an X-Greetler-Signature header (HMAC-SHA256 hex digest). Use Make's Crypto module to verify: compute HMAC-SHA256(your_secret, request_body) and compare. Your signing secret is in Settings → Integrations.