Make.com Integration Documentation
Complete guide for connecting Routio to Make.com
Table of Contents
Overview
The Routio Make.com integration allows you to automate your lead distribution workflow by connecting Routio to thousands of other applications. Whether you're a lead supplier sending leads to Routio or a buyer receiving leads, Make.com provides powerful visual automation tools.
For Suppliers
Use the "Create Lead" action to send leads from any source to Routio for distribution.
For Buyers
Use the "New Lead" trigger to receive leads in real-time and route them to your CRM or other tools.
Authentication
Routio uses OAuth 2.0 for secure authentication with Make.com. When you connect your Routio account, you'll be redirected to a secure login page.
Connection Steps:
- In Make.com, add a Routio module to your scenario
- Click "Create a connection"
- You'll be redirected to the Routio login page
- Enter your Routio email and password
- Click "Connect to Make" to authorize the connection
- You'll be redirected back to Make.com with an active connection
Note: Your connection type (supplier or buyer) is determined by your Routio account role. Suppliers can use the Create Lead action, while buyers can use the New Lead trigger.
Available Triggers
New Lead (Instant)
For BuyersTriggers instantly when a new lead is distributed to your buyer account. This is a real-time webhook trigger that fires immediately when leads are assigned to you.
Output Fields:
| Field | Type | Description |
|---|---|---|
| id | Text | Unique lead identifier |
| category | Text | Lead category (e.g., "Home Insurance") |
| first_name | Text | Contact first name |
| last_name | Text | Contact last name |
| Text | Contact email address | |
| phone | Text | Contact phone number |
| address | Text | Street address |
| city | Text | City |
| state | Text | State (2-letter code) |
| zip | Text | ZIP code |
| price | Number | Price paid for the lead |
| received_at | Date | When the lead was received |
Note: Custom fields configured by your seller will also be included in the output. All available fields are shown during trigger setup.
Available Actions
Create Lead
For SuppliersSend a new lead to Routio for distribution. The lead will be validated and routed to buyers based on your seller's distribution rules.
Input Fields:
| Field | Required | Description |
|---|---|---|
| category | Yes | Lead category (dropdown of your available categories) |
| first_name | No | Contact first name |
| last_name | No | Contact last name |
| No | Contact email address | |
| phone | No | Contact phone number |
| address | No | Street address |
| city | No | City |
| state | No | State (2-letter code) |
| zip | No | ZIP code |
Note: Additional custom fields may appear based on the category you select. These fields are dynamically loaded from your seller's lead schema.
Output Fields:
| Field | Type | Description |
|---|---|---|
| success | Boolean | Whether the lead was accepted |
| lead_id | Text | Unique ID of the created lead |
| status | Text | Lead status (pending, distributed, etc.) |
| email_valid | Boolean | Email validation result (if enabled) |
| phone_valid | Boolean | Phone validation result (if enabled) |
Setup Guide
Setting Up the New Lead Trigger (Buyers)
- Create a new scenario in Make.com
- Search for "Routio" and select the New Lead trigger
- Click "Add" to create a new connection
- Log in with your Routio buyer account credentials
- Complete the authorization flow
- The trigger will automatically register a webhook to receive leads
- Add your destination modules (CRM, spreadsheet, etc.)
- Map the lead fields to your destination
- Turn on your scenario to start receiving leads in real-time
Setting Up the Create Lead Action (Suppliers)
- Create a new scenario in Make.com
- Add your source trigger (form submission, CRM, etc.)
- Search for "Routio" and select the Create Lead action
- Click "Add" to create a new connection
- Log in with your Routio supplier account credentials
- Select the category for your leads from the dropdown
- Map fields from your source trigger to the Routio lead fields
- Custom fields will appear based on your selected category
- Turn on your scenario to start sending leads
Troubleshooting
Connection Issues
"Your session has expired" - This means your access token has expired. Delete your existing Routio connection in Make.com and create a new one.
"Your session is invalid" - Your connection may have been revoked. Re-authenticate by creating a new connection.
Trigger Not Receiving Leads
If your New Lead trigger isn't receiving leads:
- Ensure your scenario is turned on (active)
- Verify your buyer account is active in Routio
- Check that you have active buyer campaigns configured
- Confirm leads are being distributed to your account in the Routio dashboard
Lead Validation Errors
"Lead was rejected because the email or phone failed validation" - Your seller has validation enabled with rejection mode. Verify:
- Email addresses are in valid format
- Phone numbers are valid and reachable
- Contact your seller if you believe valid leads are being rejected
Missing Categories or Fields
If you don't see expected categories or custom fields, your supplier account may not have access to all categories. Contact your seller administrator to request access to additional categories.
Need Help?
Our support team is here to help you get set up.