When a call ends, the follow-up work starts. Logging the caller in your CRM, updating a spreadsheet, notifying your team. Connecting Upfirst to Make lets you automate all of it. Every answered call can trigger a scenario that sends the caller’s name, number, summary, and transcript wherever your business needs it.
What Upfirst can do with Make
- Send caller details to your CRM: every answered call triggers a Make scenario that pushes the caller’s name, phone number, and call summary to your CRM automatically.
- Log calls in a spreadsheet: add a new row to Google Sheets, Airtable, or any spreadsheet app with the caller’s info and a summary of what they needed.
- Notify your team instantly: send a Slack message, email, or push notification with call details so the right person can follow up.
- Build custom workflows: combine Upfirst with any of Make’s app connectors to create multi-step automations tailored to how your business works.
FAQs about Upfirst’s Make integration
How do I connect Make to Upfirst?
- Open the invitation link and log in to your Make account (or create a free one).
- Review the app permissions and click Install to add Upfirst to your organization.
- Go to Scenarios in Make and create a new scenario.
- Search for “Upfirst” in the modules list and add it to your scenario.
- Follow the prompts to authenticate with your Upfirst credentials.
Once installed, the Upfirst app stays in your Make account for any future scenarios. For a full walkthrough, see our help center guide.
What information does Upfirst send to Make?
Upfirst sends the caller’s name, phone number, call summary, and full transcript after each answered call. You can use any of these fields in your Make scenario to route data wherever you need it.
Is the Make integration native or does it use Zapier?
It’s a native integration. Upfirst has its own app in Make, so you don’t need Zapier or any middleman. You connect Make directly to your Upfirst account.
When does the data sync?
Data is sent to Make right after each call ends. Your Make scenario runs as soon as the call data is available.
Does the Make integration cost extra?
No. The Make integration is included with your Upfirst plan. Make has its own pricing for scenarios and operations, which you can review on Make’s website.
Do I need a Make account to use it?
Yes. You’ll need a Make account (free or paid) to create scenarios and connect apps. Sign up at make.com, then use the invitation link to add the Upfirst app.