---
title: "Connect Make.com to unLocked CRM (Visual Scenarios for Insurance Agencies)"
description: "Make.com (formerly Integromat) is the visual automation tool of choice for agencies that have outgrown Zapier. Here's how to wire it into unLocked CRM."
url: https://unlockedcrm.ai/blog/connect-make-to-insurance-crm
canonical: https://unlockedcrm.ai/blog/connect-make-to-insurance-crm
category: "Automations"
published: 2026-07-30
updated: 2026-07-30
author: "unLocked Team"
source: unLocked CRM — AI CRM for insurance agents
---

# Connect Make.com to unLocked CRM (Visual Scenarios for Insurance Agencies)

<p>Make.com excels at multi-step branching scenarios with iterators, aggregators, and built-in error handling — the kind of logic insurance workflows actually need (lead routing, carrier-specific quote logic, commission splits).</p>

<h2>Setup</h2>
<p>Add an <strong>HTTP module</strong> in Make and point it at unLocked CRM's REST API (<code>https://api.unlockedcrm.ai/v1/...</code>). Use the <strong>Webhooks</strong> module to receive real-time events from CRM. Auth is a single <code>x-api-key</code> header.</p>

<h2>Three Scenarios Worth Building</h2>
<ol>
<li><strong>Smart lead router</strong> — incoming lead → branch by state + product → assign to producer with capacity → SMS notification.</li>
<li><strong>Carrier appointment tracker</strong> — weekly cron → pull producer roster → check each carrier portal via HTTP → update CRM contracting status.</li>
<li><strong>Commission split engine</strong> — new commission posted → look up producer hierarchy → calculate overrides → write splits back to CRM.</li>
</ol>

<p>Make's visual canvas makes complex logic auditable — perfect for compliance reviews.</p>

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Source: [Connect Make.com to unLocked CRM (Visual Scenarios for Insurance Agencies)](https://unlockedcrm.ai/blog/connect-make-to-insurance-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/connect-make-to-insurance-crm.