Stood CRM <> Make - Integration Guide

Connect your Stood CRM with Make to automate workflows:

Outbound: based on deal or contact real-time events.
Inbound: submit web form to create Account, Contact & Deal.

Stood CRM is a Make Tech Partner

🚀 Quick Start

Prerequisites

A Stood CRM account with admin access
A Make account

📋 Part 1: Credentials

Get Your Stood Credentials to setup Make

1. Cloud Functions URL

This is your Firebase Cloud Functions base URL in the format: https://REGION-PROJECTID.cloudfunctions.net

How to find it:

Go to Firebase Console and retrieve regions and functions deployed
Or from Stood → Admin → Global Settings

2. Team ID & API key

Go to Stood → Admin → Teams
Your Team ID is displayed in the team card header (e.g., zDdmpWNC5RcXSpTeklPw)
You can generate and copy your Webform API key from Connector section.

Security Note: Keep your API Key secret! Anyone with this key can submit forms and receive webhooks for your team.

🔌 Part 2: Connect Make.com to Stood CRM

Create Connection in Make.com

Open Make.com and go to your scenario
Add a Stood CRM module (either "Submit Web Form" or "Watch Deals" or "Watch contacts")
Click Create a connection
Fill in the connection details:

Connection Settings:

Cloud Functions URL: https://REGION-PROJECT.cloudfunctions.net
Team ID: Your Team ID
Team Key (API Key): Your webForm Key

Click Save

The connection will be validated automatically.

📝 Part 3: Submit Web Forms

Use the "Submit Form" action module to create contacts, accounts, and deals.

Example Use Case

Automatically create a deal when:

A new lead fills out a form on your website
A contact is added in another system
An e-commerce order is placed

Module Configuration

Standard Fields:

Contact: First Name, Last Name, Email, Phone, Role, Location
Account: Name, Location, Website, Description
Deal: Name, Amount, Stage, Description, Solution, Closing Date, Owner
Source Name: Track where the lead came from

Custom Fields:
Add any custom fields using the "Custom Fields" array:

Field Path: deal.partnerKey (use dot notation: entity.fieldName)
Value: ABC123

Example:

Custom Fields:
  [1] Field: deal.partnerKey → Value: PARTNER001
  [2] Field: deal.industry → Value: Technology
  [3] Field: account.referralSource → Value: LinkedIn

These custom fields will be stored in the respective entity's customFields object.

🔔 Part 4: Watch Deals (Webhook Trigger)

Automate workflows when deals change in Stood CRM.

Step 4.1: Activate the Webhook in Make.com

Create a new scenario
Add the Stood CRM → Watch Deals trigger module
Select your connection
Run the scenario once to activate the webhook
Click on the webhook module and copy the webhook URL

Example webhook URL:

https://hook.make.com/abc123def456xyz789

Step 4.2: Configure Webhook in Stood CRM

Go to Admin → Teams
Select your team flow
Click "Manage Stage Activities"
For each stage you want to monitor:
- Webhook URL: Paste the Make.com webhook URL
Click Save

Step 4.3: Test the Webhook

Create or update a deal in the configured stage
Check your Make.com scenario - you should see the webhook data arrive

📊 Deal Webhook Events

Your webhook receives data when:

Event	Trigger
`deal.created`	New deal is created
`deal.stage_changed`	Deal moves to a different stage
`deal.contact_added`	First contact is added to a deal
`deal.team_changed`	Deal is moved to another team

Webhook Payload Structure

{
  "event": "deal.stage_changed",
  "timestamp": "2025-11-03T17:42:13.000Z",
  "deal": {
    "id": "xobJk6zLknjvbsAJKZV3",
    "name": "Acme Corp - Website",
    "stage": "s1",
    "previousStage": "s0",
    "amount": 5000,
    "customFields": {
      "partnerKey": "ABC123"
    }
  },
  "account": {
    "id": "account456",
    "name": "Acme Corp",
    "website": "https://acme.com"
  },
  "primaryContact": {
    "email": "john@acme.com",
    "fullName": "John Doe"
  },
  "team": {
    "id": "teamId123",
    "name": "Sales Team"
  }
}

🔔 Part 5: Watch Contacts (Webhook Trigger)

Automate workflows when contacts change in Stood CRM.

Note: Contact webhooks are configured globally (not per team) in the Global Settings panel.

Step 5.1: Activate the Webhook in Make.com

Create a new scenario
Add the Webhooks → Custom webhook trigger module
Run the scenario once to activate the webhook
Click on the webhook module and copy the webhook URL

Example webhook URL:

https://hook.make.com/xyz789abc123def456

Step 5.2: Configure Webhook in Stood CRM

Go to Admin → Global Settings
Scroll to the Webhook Integration section
Enable "Push Contact Events to Webhook"
Enter your Webhook URL (from Step 5.1)

Click Save Settings

Note: These settings apply globally to all teams. All contact events will be sent to the same webhook URL.

Step 5.3: Test the Webhook

Create or update a contact in Stood CRM
Check your Make.com scenario - you should see the webhook data arrive

📊 Contact Webhook Events