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Retrieving your clients’ connected accounts via Make

< 1 min read

Maybe you would like to instantly send all connected accounts to your CRM. Or you want to send a message in Slack, to notify your team instantly.
With LinkMyAgency you can.

This is how to do this.

1. Head over to Make.

2. Search for LinkMyAgency and select the action “Link Completed”.

3. Then add your desired step. Such as sending it to your CRM. Trello, ClickUp, whatever.

4. In the body, select the desired connections. There are a lot you can select. Want to take the easy route? Select the general “Connections Google Ads”, “Connections Facebook Ads”. Etc.

5. The connections will then be sent to your CRM once they have been established. Note: All connections contain: account id, account name, and email address. And they are divided by ‘||’ in the output. If you wish to do something more with this data, you can add Make’s native tools to filter/split.