What is Make
Make.com provides a powerful and flexible platform for automating workflows across various applications and services. With its drag-and-drop interface and extensive app library, users can design complex automations tailored to their specific business needs without requiring coding expertise. Make.com enables efficient data flow, streamlines processes, and boosts productivity for teams of all sizes.
Integrate Make and...
visually design complex workflows
connect diverse apps with drag-and-drop simplicity
enhance team collaboration and efficiency
customize workflows with conditional logic and branching
monitor and optimize performance in real-time
automate repetitive tasks across multiple platforms
See what is possible with Make:
Marketing Campaign Automation
This solution automates the process of launching and managing marketing campaigns, reducing the time and effort required to coordinate multiple channels and track performance metrics.
Saved over 50% of the time spent on manual campaign management and increased engagement rates by 35%.
Approach:
The Make.com platform was employed to integrate the client's Salesforce CRM with Mailchimp and Hootsuite. This integration allowed for the automatic updating of customer segments and triggered personalized email campaigns based on user behavior and preferences.
By automating the scheduling of social media posts and the tracking of campaign performance across channels, the marketing team could focus more on strategy and content creation rather than administrative tasks.
Additionally, Make.com enabled real-time analytics to monitor campaign performance, providing the team with immediate insights to adjust and optimize strategies on the fly.
Tools used: Salesforce CRM, Mailchimp, HootSuite, Google Analytics
Customer Onboarding Process
Automates the customer onboarding process by integrating various systems to ensure new clients are set up quickly and efficiently with minimal manual intervention.
Reduced onboarding time by 60% and improved customer satisfaction with a streamlined setup process.
Approach:
Make.com was used to integrate the client’s Zendesk support software with their HubSpot CRM and QuickBooks billing systems. This setup enabled the automatic creation of customer profiles and the generation of support tickets as part of the onboarding process.
The platform also automated the delivery of onboarding materials and setup instructions, ensuring that new customers received the right resources at the right time.
Through Make.com, all relevant data was synchronized across platforms, providing a seamless experience for both customers and support staff.
Tools used: Zendesk, HubSpot CRM, QuickBooks, Dropbox
Invoice Processing Automation
Streamlines the invoice processing system by automating the extraction and validation of invoice data, reducing errors and processing time.
Decreased invoice processing time by 70% and reduced manual data entry errors.
Approach:
Make.com integrated the client's Xero accounting software with Abbyy FineReader OCR tools to automatically extract data from incoming invoices. The extracted data was then validated against purchase orders and existing records.
Automated notifications were set up via Slack to alert the finance team of any discrepancies or issues, allowing for prompt resolution.
The platform ensured that validated invoices were automatically entered into the accounting system, eliminating the need for manual data entry.
Tools used: Xero, Abbyy FineReader, Slack
Project Management Integration
Synchronizes tasks and updates across multiple project management tools, ensuring all team members are aligned and informed.
Improved project delivery timelines by 40% and enhanced team collaboration.
Approach:
Using Make.com, the solution integrated Asana, Trello, and Basecamp, ensuring that tasks created in one tool were automatically reflected in others.
The platform also facilitated the automatic updating of task statuses and the synchronization of comments and attachments across systems.
This integration reduced the time spent on manual updates and improved transparency, allowing teams to respond quickly to changes and new information.
Tools used: Asana, Trello, Basecamp
Human Resources Workflow Automation
Automates HR workflows such as employee onboarding, leave requests, and performance reviews, reducing administrative overhead.
Cut down administrative processing time by 50% and improved employee satisfaction with faster response times.
Approach:
Make.com was used to automate the HR onboarding process by integrating BambooHR with Google Drive and Microsoft Teams.
Automated reminders and approval processes for leave requests and performance reviews were set up to ensure timely responses and actions.
The platform also provided analytics and reporting features that allowed HR managers to monitor workflow efficiency and identify areas for improvement.
Tools used: BambooHR, Google Drive, Microsoft Teams
and start automating!
