Sync new clients to your CRM
Client connects → contact appears in your CRM, already tagged. Works with HubSpot, Pipedrive, Go High Level, or anything else Make.com connects to.
Go High Level: no middleware needed
GHL accepts inbound webhooks natively. Create an Inbound Webhook trigger in a GHL workflow, paste that URL straight into ClientInvite's Settings → API & Webhooks, and map the fields inside GHL. You can skip Make entirely.
Steps (Make.com → HubSpot; Pipedrive is identical)
- Create a Make scenario with a Webhooks → Custom webhook trigger and copy its URL.
- Paste the URL in ClientInvite under Settings → API & Webhooks, click Save, then Send test event so Make learns the payload.
- Add a HubSpot → Create/Update a Contact module (Pipedrive: Create a Person) and map exactly three fields:
clientName→ contact nameclientEmail→ contact emailcustomRef→ a custom property, e.g.clientinvite_ref
- Optional: add a note or activity on the contact with
connectionSummaryTextso sales can see exactly what was connected. - Run once with a test event, confirm the contact appears, and turn the scenario on.
Close the loop with customRef
If the contact already exists in your CRM before onboarding, do it in reverse: append the CRM record ID to the connect link (?ref=crm-record-8841) when you send it. The webhook then arrives carrying customRef, and your automation updates that exact record — no fuzzy matching on names or emails. Details in the customRef reference.