How We Use Make to automate workflows and keep our clients on top of things
Make, or Integromat as it is sometimes known is a versatile tool we use to automate workflows and keep our clients on top of things. Make allows us to synchronise data between different databases, and can be used for everything from notifying clients when new content is published on our website, to automatically importing new orders into our accounting software.
In this blog post, we will give you a brief overview of how we use Make, and show you some real-world examples of how it has helped us streamline our processes and improve the service we provide to clients.
We’ve tried other automation software including Hubspot’s native Operations Hub, which we also love, IFTTT which is a little more consumer-based and Zapier but we just find that Make goes a little bit further and allows us to create scenarios, allowing us to link otherwise autonomous platforms.
If you’d like to read more about the differences between Integromat and Zapier read a great article here.
Here are some examples we’ve used to help clients.
Often companies grow organically and end up with different siloes of data. As an example, each salesperson will have their contacts in Outlook, whilst the marketing team creates a database of contacts in email platforms like Mailchimp, Seguno, YMLP etc. And the accounts department use accounting packages such as Sage, Quickbooks, Xero or similar with their database of contacts whilst the company Website/e-commerce site develops another database of customers.
In these cases, we’ve integrated and synchronised Hubspot CRM with Shopify, Quickbooks, Zero, Outlook, Gmail, etc using native integrations but in reality, there is always a silo of data within an application that will not natively sync.
Using Make with Hubspot CRM, we can use APIs to connect data in third-party applications like Wild Apricot (a membership and events solution) and sync these, putting Hubspot CRM at the core and pulling data from all of the different silos and resolving it in one single database.
And it does this on an ongoing basis, watching for changes and updating as per the rules we’ve applied, all day every day.
We’ve also similarly used Make to synchronise consumers of a WordPress website with Wild Apricot, a membership database, Mailchimp and Hubspot CRM. To keep the databases up to date, if a contact moves business or changes their email address, we’ve utilised Make in conjunction with all four data sources to synchronise them so users are updated automatically across all four platforms, should they move company or alter, for example, their email address.
Make also makes it possible to manage your lists and segment them automatically based on changes in contact record fields. As a simple example if a lead becomes a customer, and then becomes an advocate or fan of your business it is very easy to automate list management using Make based upon their status within a database.
Equally managing Cleaned, Unsubscribed and other segments of lists automatically, to allow them to be passed, as an example, to sales for telephone or sales outreach follow-up, becomes very easy and automatic.
Social Media Posts
Make was used in our early tests to post to our Facebook and Instagram accounts on a regular and frequent basis, following the instructions provided by the software.
Each post was triggered by a change in weather, based on Make’s integration with a weather app.
Of course, this is only an elementary example; however, the possibilities are limitless.
Imagine an app that monitors website visitors and automatically sends them a marketing or sales email based on their behaviour on your website.
Using Make in conjunction with Hubspot CRM and a simple code hosted on your website, it is possible to trigger automatic follow-up emails, if for example, a website user visits a certain web page more than say five times.
A follow-up sales email could be triggered to send that says ‘Did you find what you were looking for, can we help more..? or a Marketing email could be triggered that sends further details of the products or services the customer was reviewing, just a couple of simple examples.
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Make certainly opens up lots of automation opportunities to improve efficiency and use of time in the workplace. Here we’ve highlighted a few examples and we’d love to hear from you if you know of other ways it can save time.
This post was wriiten with the assistance of JasperAi.