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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)

  1. Create a Make scenario with a Webhooks → Custom webhook trigger and copy its URL.
  2. Paste the URL in ClientInvite under Settings → API & Webhooks, click Save, then Send test event so Make learns the payload.
    [SCREENSHOT: API & Webhooks settings tab]
  3. Add a HubSpot → Create/Update a Contact module (Pipedrive: Create a Person) and map exactly three fields:
    • data.clientName → contact name
    • data.clientEmail → contact email
    • data.customRef → a custom property, e.g. clientinvite_ref
    [SCREENSHOT: Make.com HubSpot module with the three fields mapped]
  4. Optional: add a note or activity on the contact with data.connectionSummaryText so sales can see exactly what was connected.
  5. 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 data.customRef, and your automation updates that exact record — no fuzzy matching on names or emails. Details in the customRef reference.

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Still stuck?

Contact support or use the chat bubble in your dashboard — we usually reply within a few hours.