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Top 11 Make.com Automation Scenarios

Oct 19, 2024

Top 11 Make.com Scenarios by Jonno

Introduction

  • Jonno shares his top 11 Make.com automation scenarios.
  • These automations save time equivalent to hiring 30 full-time employees monthly.
  • Suitable for freelancers and businesses of any size.
  • Brief overviews provided, with detailed guides available in linked videos.

Scenario 1: Automated Lead Capture and CRM Integration

  • Objective: Automate lead capture from websites into CRM.
  • Process:
    • Use a web hook to capture form data (name, email, phone number).
    • Send data to CRM like GoHighLevel.
    • Immediate follow-up via text messages or calls increases conversion rates significantly.

Scenario 2: Document Generation with PandaDoc

  • Objective: Automate contract and invoice generation.
  • Process:
    • Collect client information during sales calls.
    • Auto-generate documents like proposals, and insert client details.
    • Update CRM with line items and send contracts tailored with upsells.

Scenario 3: CRM Update Post-Agreement

  • Objective: Synchronize CRM with final agreement details.
  • Process:
    • Capture agreement changes and update CRM.
    • Automate data entry into accounting software like QuickBooks.

Scenario 4: Recruitment Workflow Automation

  • Objective: Streamline recruitment process.
  • Process:
    • Automate email responses and task assignments based on candidate evaluation.
    • Easily navigate applicant screening, testing, and interview scheduling.

Scenario 5: Lead Generation from Yellow Pages

  • Objective: Automate large-scale lead generation.
  • Process:
    • Scrape Yellow Pages for business leads.
    • Extract and summarize information from business websites.
    • Generate and send high-value content offers.

Scenario 6: Blog Post Generation

  • Objective: Automate content creation.
  • Process:
    • Use SEMrush for keyword research.
    • Automate blog post writing and optimization for SEO.
    • Publish content to various platforms like WordPress, Medium, etc.

Scenario 7: Social Media Automation

  • Objective: Automate social media updates.
  • Process:
    • Post approved blog content to platforms like Facebook, Instagram, and Twitter.

Scenario 8: TikTok Idea Scraper

  • Objective: Discover trending content ideas.
  • Process:
    • Scrape TikTok for high-engagement content.
    • Analyze metrics to identify viral trends.

Scenario 9: Project Management with ClickUp

  • Objective: Automate project setup post-client agreement.
  • Process:
    • Create and assign tasks in ClickUp based on client agreements.
    • Customize and streamline task management.

Scenario 10: Analytics Tracking

  • Objective: Track sales and marketing performance.
  • Process:
    • Monitor lead conversion and marketing source performance.
    • Analyze trends for sales optimization.

Scenario 11: Customer Data Management

  • Objective: Enhance CRM data visibility.
  • Process:
    • Automatically update Google Sheets with new customer data.

Conclusion

  • Detailed guides available via linked videos.
  • Encouragement to subscribe for more content.
  • Call to action for viewer engagement.