Make is an automation platform that connects Upfirst to thousands of other apps. Once connected, you can build scenarios that automatically send caller details, call summaries, and transcripts to your CRM, spreadsheet, or any other tool after every call.
What you'll need
A Make account (free or paid)
How to install the Upfirst app
1. Open the invitation link
Click this link to open the Upfirst app page in Make: Install Upfirst on Make
If prompted, log in to your Make account. If you don't have one, create a free account first.
2. Install the app
Review the app permissions and click Install or Accept to add Upfirst to your organization.
3. Create a new scenario
In Make, go to Scenarios and click Create a new scenario.
4. Add the Upfirst module
Search for Upfirst in the modules list and add it to your scenario.
5. Connect your Upfirst account
When prompted, follow the authentication prompts to connect your Upfirst credentials.
Things to know
The Upfirst app is shared via a private invitation link. It won't appear in Make's public directory until you install it using the link above.
Once installed, the app stays in your Make account. You do not need to reinstall it for each scenario.
If you prefer Zapier, Upfirst also integrates with Zapier. See our help center for the Zapier setup guide.