Clari

Sales & Marketing

Clari is a revenue intelligence platform that helps sales teams manage pipelines, forecast revenue, and identify risks across the sales cycle. It provides data-driven insights to improve forecasting accuracy, sales performance, and revenue growth.

Total Modules (15)

Action

Get a Contact

Returns details of contact with source id.

Action

Create a Call

Creates a new call.

Action

Create a Contact

Creates a new contact.

Action

Create a Deal

Creates a data for new deal in Copilot system.

Action

Delete a Contact

Returns details of last snapshot of deleted contact.

Action

Delete a Deal

Returns details of last snapshot of the deleted deal.

Action

Get a Call

Returns details of call with id.

Action

Get a Deal

Returns details of deal with source id.

Action

Update a Contact

Update a data for new contact in Copilot system.

Action

Update a Deal

Update a data for new deal in Copilot system.

Search

List all Calls

Returns a list of all calls.

Search

List all Keyword Topics

Returns All unique keyword topics.

Search

List all Topics

Returns details of all topics.

Search

List all Users

Returns current users in Copilot system.

Universal

Make an API Call

Performs an arbitrary authorized API call.

Action Modules (10)

Action

Get a Contact

Returns details of contact with source id.

Action

Create a Call

Creates a new call.

Action

Create a Contact

Creates a new contact.

Action

Create a Deal

Creates a data for new deal in Copilot system.

Action

Delete a Contact

Returns details of last snapshot of deleted contact.

Action

Delete a Deal

Returns details of last snapshot of the deleted deal.

Action

Get a Call

Returns details of call with id.

Action

Get a Deal

Returns details of deal with source id.

Action

Update a Contact

Update a data for new contact in Copilot system.

Action

Update a Deal

Update a data for new deal in Copilot system.

Universal Modules (01)

Universal

Make an API Call

Performs an arbitrary authorized API call.

Missing a module? Request it here

 

Note: We do not provide API keys or platform credentials for any add-ons or third-party services.
How To Install

Follow our step-by-step instructions to set up this integration within your Make.com environment.

If you do not already have a Make.com account, you can sign up for free and receive 10,000 complimentary operation credits.
Click the link below to create your account and start building automations right away

SignUp at Make.com

After completing your payment, you will receive an email from us containing your unique access code along with a link to install the app.
Please be sure to check your inbox as well as your spam or junk folder if you do not see the email within a few minutes.
To proceed, simply follow the installation link provided in the email to integrate the app into your Organization.

To install the application in your Make organization, please click the button below

Install App

To complete the configuration process, please follow these steps:

Enter all required credentials and configuration fields (if applicable)

Start using your newly installed app and automate your workflows with confidence

Available Category Type

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