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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.
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Full transcript