Easily connect SmartSuite with thousands of platforms using Make, allowing you to automate workflows and focus on what matters most—without writing a single line of code.
Plan Availability | All plan types |
Permissions | Any member with access to Make. API Key access is required to connect a workspace to Make. |
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What is Make?
Make is a powerful automation tool that moves information between your web apps automatically, so you can focus on your most important tasks. It integrates seamlessly with SmartSuite, a platform that unites tools like databases, spreadsheets, collaboration tools, and automated workflows in one place.
With Make, you can:
Automate workflows: Trigger actions based on events in SmartSuite or other apps.
Create and update records: Instantly sync data between systems.
Extend functionality: Connect SmartSuite with apps like HubSpot, Salesforce, Google Sheets, and more.
Adding a SmartSuite Connection to Make
Follow these simple steps to connect SmartSuite to Make:
1. Log in to Your Make Account
Sign in to your Make account or create a new one.
2. Create a New Scenario
Click on Create a new scenario in the top right corner.
Click the large + and search for SmartSuite.
Choose your Trigger or Action type.
3. Set Up a Webhook
On the Webhook page, click Add to create a new hook.
Name the Webhook and Add a new connection.
4. Connect Your SmartSuite Workspace
Enter your Workspace ID and API Key (instructions below).
Once configured, use a Scenario template or create your own with the Make Scenario Editor.
Retrieving Your SmartSuite Workspace ID and API Key
Finding Your Workspace ID
Log in to your SmartSuite workspace.
Look at the browser URL: Your Workspace ID is the first 8 characters after
https://app.smartsuite.com/.
Finding Your API Key
Log in to your SmartSuite workspace.
Click your user icon in the upper-right corner.
Select API Key.
In your profile, scroll to the API Key section.
Click to reveal the token, then copy it using CTRL+C (or CMD+C on Mac).
Practical Scenarios and Use Cases
1. Sales Pipeline Management
Scenario: Automatically create a record in SmartSuite for every new lead added to Salesforce.
Solution: Use Make to trigger record creation in SmartSuite when a Salesforce lead is created, ensuring data stays consistent across systems.
2. Integrating AI Notetakers
Scenario: Automatically log meeting activities and notes captured by an AI notetaker into SmartSuite.
Solution: Use Make to connect an AI notetaking tool (like Otter.ai or Fireflies.ai) to SmartSuite, creating records for activities, action items, or summaries to streamline follow-ups and team updates.
3. Customer Data Consolidation
Scenario: Sync customer data from SmartSuite to an email marketing platform like Mailchimp.
Solution: Automate data syncing using Make to keep mailing lists up-to-date without manual intervention.