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Getting Started with Make
Getting Started with Make
Brian Dollen avatar
Written by Brian Dollen
Updated over a week ago

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.

Related Reading

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.

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