If you’re new to Make.com and looking to automate a significant portion of your business or even sell workflows for profit, this blog will walk you through everything you need to know. Whether you’re aiming to save time or create income streams on platforms like Upwork, here’s a breakdown of what you can achieve with Make.com.
What is Make.com?
At its core, Make.com connects the applications you’re already using—like Google Sheets, Airtable, Gmail, HubSpot, and OpenAI—allowing you to automate hundreds of thousands of processes with just a few clicks. Instead of hypotheticals, let’s look at real-life examples of how Make.com can change your business.
How Make.com Transforms Your Business
Here are some real workflows that saved hours and even thousands of dollars for businesses:
- Automated Recruitment Process:
- Using Make.com, a company automated its recruitment, handling over 4,000 applicants within a month.
- The system uses Google Sheets to track applicants and automate tasks like sending emails and contracts, screening candidates, and scheduling interviews—all at the click of a button. This saves 20-30 minutes per applicant.
- Automating Contracts, Proposals, and Invoices:
- Make.com integrates with tools like PandaDoc to generate customized contracts that also serve as invoices and proposals, saving hours for the sales team.
- With over 150 custom variables, this single workflow saves up to 8 hours a day for the team.
- Lead Follow-up with ClickUp:
- When new leads come in, a project management system is automatically set up in ClickUp. This workflow schedules a series of calls for the sales team, ensuring they follow up consistently.
- Real-time Analytics Dashboards:
- Make.com gathers and displays real-time analytics in Google Data Studio. Businesses can track sales metrics, conversion rates, and revenue at a glance.
- AI-Generated Blog Posts:
- Using artificial intelligence, this workflow creates blog posts, proofreads them for grammar and SEO optimization, and publishes them to WordPress—all without human intervention.
- Lead Generation and Proposals at Scale:
- The tool scrapes tens of thousands of websites to generate customized business proposals, automatically creating leads without the need for manual research.
Building a Basic Lead Automation Workflow in Make.com
Now, let’s dive into a simple lead-capturing workflow you can build today. Research shows that responding to new leads within 60 seconds increases conversion rates by 391%. With Make.com, you can automate this critical process and capitalize on new business leads instantly.
Step 1: Capturing Lead Data
- Start by using Google Forms (or any other form software) to collect the lead’s information (e.g., name, email, phone, budget).
- Every time a form is submitted, Make.com triggers a response, collecting this data for further actions.
Step 2: Storing Data in Google Sheets
- Once the lead’s information is captured, it’s automatically added to a Google Sheet. This allows you to track all your leads in one place without manual input.
Step 3: Instant Email Notifications
- After the lead’s data is recorded in Google Sheets, Make.com sends an automated email to notify you (or your sales team) of the new lead. This email will include the lead’s name, email, phone number, and budget so you can call them within minutes.
Advanced Options: Filters and Routing
- If you want to segment your leads (e.g., based on budget), you can add filters. For instance, if a lead’s budget is below a certain amount, you can choose to skip the email notification.
- Use routers to direct leads to different sales reps based on the value of the lead.
Why You Should Use Make.com
Here’s why Make.com is a game-changer for businesses:
- Save Time: Automating repetitive tasks frees up your time to focus on more important things.
- Boost Efficiency: Your workflows run consistently, ensuring you never miss a beat.
- Scalability: Whether you’re running 10 or 10,000 processes, Make.com can scale with your business needs.
- Profit Potential: You can build and sell these automation workflows to clients, charging thousands of dollars for systems that streamline their operations.
A Closer Look at the Make.com Dashboard
When you log in to Make.com, here are the key areas to focus on:
- Scenarios Tab: This is where you’ll spend 90% of your time creating and managing your automation workflows.
- Connections and Webhooks: You’ll integrate all your applications (like Google Sheets, ClickUp, Gmail, etc.) through the Connections tab and set up webhooks to capture data from third-party apps.
- Organization Tab: Keep track of your team’s workflows, the number of automations running, and even buy extra operations if you exceed your plan’s limit.
Stay Tuned for More
This blog covers just the basics of Make.com. In future posts, we’ll dive deeper into advanced automation techniques that can save even more time or generate income by building and selling workflows to clients.
Be sure to subscribe for more updates on how to streamline your business and make the most of automation tools like Make.com!
