Make.com CRM Automations & How to Build A Scalable Sales System

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SUMMARY ⤵️

1. What most people don't understand about CRMs: where the value is, how to streamline the sales process and boost efficiency.

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[nicksaraev]

My long awaited community is now live! Apply fast: bit.ly/maker-school

Limited to 400. Price increases every 40 members 🙏😤

[quickcinemarecap]

00:01 Learn how to build an automated high-quality CRM using make as the driver
02:02 CRM automations can template out sales activities for higher ROI.
05:28 Automating CRM processes can optimize conversion rates and streamline responsibilities.
07:08 Setting up custom fields and automations in CRM
10:54 Organizing data in CRM for sales pipeline
12:39 Building automations for CRM with Make
16:01 Automate CRM processes after a meeting.
17:49 Creating a web hook to trigger when a custom field changes
21:08 Automating CRM processes for easier maintenance.
22:54 Splitting full names to extract first names from an older CRM without a specific first name column.
26:11 Automatically update CRM record with booked meetings
27:47 Setting up a sales call system with a demo call
31:01 Setting up web hooks and triggers for CRM automations
32:39 Using user field responses to filter and list leads in CRM
36:11 Updating the stage to 'meeting booked'
37:58 Using case-insensitive filters for better CRM automation
41:36 You can build a Dynamic Self a kneeling pipeline on your own.
43:18 Building a high quality sales pipeline in make using automations and reactive systems.

[StevenDiLeo]

Awesome, I love the series, I can tell you are having fun with all that automation!

[lifeonroatan]

You really demonstrate the difference between someone who has used a tool themselves to make money and those who have just discovered how "neat" some technology is. I hope your channel grows and gets the recognition it deserves. If you don't mind a suggestion to bring people to your channel, using these shorts on YouTube and other media would be a great idea. I keep finding really useful modules by accident or luck that would have saved me a lot of extra steps in my designs. You could do shorts on modules like "Hunter" to verify emails or the switch module, each short just focused on one possible use case or action. Easy to watch and hopefully draw people in, as shorts can be addictive dopamine bursts. Good luck.

[shall]

This was awesome. I knew nothing about CRM but now I have a good understanding.

[Scheevel]

Dear algo.
Please recommend to every side hustle feed 👍🏼 This guy is the biz.

[nico.m]

Thanks so much for the course Nick, it's been insanely valuable. Very excited to use in the real world. I would love to see some sort of Lead Gen Agency automation flow! For example if we're cold emailing it would be amazing if we could automate "lead magnets." A prospect could fill out a form and we use AI to write some cold email scripts for them specific to their company and then send them in a Google doc. Doesn't have to be this, but automating a sales asset we could use to grow our pipeline would be insanely valuable!

[muhammadafiqharizkhatem]

Really appreciate your work. Learned a lot from you. Keep it up!

[HenryMaier]

Great video, thanks for making them! I didn't want to subscribe to clickup in order to use the webhook feature, so I used monday. There I used the search module (email column) and was able to link an entry from the cal webhook.

[tusharchaudhary]

Thank you, it was a great explanation. I have been seeing all your videos to make my own income stream!

[RamonTomzer]

Another 🔥 video. Learning alot from the series

[ninakruzo]

Excited to learn more. How long did it take for you to go from being new to make to working with clients? And how did you go about learning this? I feel as a beginner it’s easy to be overwhelmed. Be it tools, processes. Etc

[suzyquarantine]

First off, you're amazing! We love seeing your brain at work creatively making challenging things look simple. Here for it ALL! Okay, so I'm wondering if you would be willing to do a video with this new client workflow automation scenario: Looking to take a new client subscription from Stripe - Send an email to our team with new client info - Create a new client dashboard in ClickUp (from a template we made) / Add client name (from stripe) to the new dashboard name / create sharable link (for client) - Send Welcome Email to New Client with welcome message and newly created clic-kup dashboard link. Would love to know how to apply something like this in reverse as well showing when a client cancels their subscription. If you have other resources to point me to that shows this, I'm here for it! I think watching you do this, would be eye opening! Thanks again for sharing your wisdom. - Suzy

[swoollard]

Hi Nick. Great tutorial as ever, thank you. Just been working through this. I got stuck when testing the email split and wondered if anyone else had experienced the same - especially if they are new to this like me. I doubt experienced Make users or devs would but might be worth mentioning for future followers. The issue came because you show yourself testing the split on the last email module. When I followed step by step several times I never got the 'name' into the email response when it arrived in the test email box, let alone the name being split. Obviously in your edit it worked for you but it occurred to me overnight that I needed to re run the whole scenario to get the sequence executed and get the actual name (Peter Wick in your example) through the scenario when moving the lead from Meeting Booked to Send Proposal is triggered. I did this today and it worked, much to my relief however your video doesn't clearly mention this. I suspect that's an obvious thing to do if you are experienced but it wasn't to me as a newbie. Anyway hope this helps - especially for others following this that have experienced the same issue...but appreciate it could be just me.

[theetravellover]

I've been enjoying your videos. Is it best for a newbie to learn one CRM or best to be open to automating any CRM?

[halilfarukkurt]

This is so valuable Nick, thanks a lot man.

I was screwing around the whole Youtube and Instagram reels going from one to other AIAA videos and felt overwhlemed with the opportunities with the ai and automation.

But with your high quaility and specific videos i started to build real work.

I am trying to build some automations for the online coaching/consulting businesses. I was using notion for database but i think Clik-up is much more suitable for the automation.

I want to ask you some other automation ideas for my niche.

Which platforms are must to use? (like Clickup etc)

What other automaitons you are recommending to build for my client type?

[OtisBurgos]

What do you do if the booking email is for whatever reason NOT matched with the lead email (in the CRM)? I've had clients use different emails for different things even though they are the same client.

What measures do you have in place and recommend to ensure the process moves forward without this automation? What do you recommend as a failsafe?

[crimez]

what do you do if the clinet already have a crm system? DO you ask for the login and then integrate automations into their crm?
And if you build a new crm on clickup, do the clients give you all their clients which you then all put into the clickup crm or do they have to do it themselves?

[eloctinar]

good stuff, most "make" content on yt sucks, I'm following, looking for advanced stuff like private apps. 💪

[AlvinMaxwell-xges]

Hey I have an issue my webhook wont pull unless have it in listen I have a loom to help explain.