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CRM Sync via Make.com

Connect Your CRM to Haystack Using Make

Savanna Allen avatar
Written by Savanna Allen
Updated over 2 weeks ago

Make.com is a powerful third-party tool that helps Haystack connect with hundreds of CRMs.

Note: CRM syncing via Make.com is only available on Haystack paid plans. Learn more about our plans.

How to Connect Haystack to Your CRM via Make.com

Step 1: Set Up Make.com with Haystack

  1. Go to https://make.com and sign up or log in

  2. Click Create a new scenario

  3. Click the + (plus) icon and search for Webhooks

  4. Select Custom Webhook

  5. Click Add

  6. Name your webhook (e.g., Haystack Sync) and click Save

  7. Copy the webhook URL that Make provides

  8. Open the Haystack app:

    • Go to Settings

    • Tap your Company name

    • Tap Zapier

      (Tip: If you don’t see Zapier, try refreshing by pulling down on the card list screen.)

  9. Paste the copied URL from Make.com into the field, check Send test message, then click Continue

  10. If successful, you’ll see a confirmation message. Return to Make.com and click OK

Step 2: Connect Your CRM

  1. In Make.com, click the bubble next to your webhook module

  2. Search for your CRM (e.g., HubSpot, Salesforce)

  3. Choose your desired action (e.g., Create Contact) > Click Continue

  4. Sign in to your CRM account > Click Continue

HubSpot Users: Make sure you have super admin or developer privileges to complete the setup.

You're All Set!

From here, you can customize your scenario to send Haystack contact data exactly how and where you need it in your CRM.

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