Make

Overview: Leexi + MAKE integration

The Leexi + MAKE integration allows you to connect your CRM to Leexi if it is not already included in our app's integrations. Integrating your CRM with Leexi enables you to import call notes directly into the CRM, into a contact, organization, or deal record. Taking call notes, summarizing them, and then entering them into your CRM? That's a thing of the past! Your assistant takes care of everything: it transcribes your calls, summarizes them, and more! You save valuable time by automating the tedious task of completing your CRM.

How to integrate Make and Leexi?

Prerequisites

• A Make.com account.
• Admin rights on your Leexi account.

Step 1:

Create a new scenario in Make.com

Step 2:

Add an HTTP module of type Basic Authentication Request:

Step 3:

Click Add to create new credentials

Step 4:

Create a new API key from your Leexi account in the settings

Tip: click Save AFTER step 5 to easily copy-paste

Step 5:

Return to the creation of the new authentication popup window.

Copy/paste the Leexi API key ID as the username and the API key secret as the password. Choose an easy-to-remember name. Click create.

Step 6:

For the URL, you can use https://public-api.leexi.ai/v1/calls to retrieve calls. Refer to Leexi API Doc to learn more about other available objects and methods.

Step 7:

Check 'Yes' for the Parser response option and click 'Ok'.

Step 8:

From there, if you run the scenario manually, you should get a status code 200 meaning the connection works and you have retrieved your last 10 calls from Leexi.

Now it's up to you to browse our API Documentation and the Make Academy to create your dream scenarios and connect Leexi with your favorite tools.

Benefits of the integration

By integrating Make with Leexi:

• Easily link your CRM to Leexi
• Save time
• Streamline your workflow
• Increase your productivity

Try Leexi for free