Automation is great, but sometimes it can be hard to know where to start. This page is intended to provide different automation use cases across different domains of business. It’s worth noting that most tools are interchangeable.
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We’ve created a video of a sample use case being created in make.com and the simplicity to both create and maintain automated workflows.
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Sales & Marketing Automation
- Use Make.com to integrate your CRM platform (e.g., Salesforce) with your email marketing tool (e.g., Mailchimp) to automatically add new leads from CRM to specific email campaigns based on predefined criteria.
- Connect Make.com with your CRM and social media platforms to automate lead generation by capturing leads from social media ads or posts and syncing them with your CRM.
- Utilize Make.com to integrate your CRM system with webinar platforms (e.g., Zoom) to automate attendee registration, reminders, and post-event follow-ups.
- Integrate Make.com with your CRM and customer survey tools (e.g., Typeform) to automatically trigger follow-up actions based on survey responses, such as sending personalized emails or updating customer profiles.
- Use Make.com to connect your CRM with marketing analytics platforms (e.g., Google Analytics) to automatically track and analyze the performance of marketing campaigns, providing valuable insights.
Financial Processes Automation
- Utilize Make.com to integrate your accounting software (e.g., QuickBooks) with your payment gateway (e.g., Stripe) to automate invoice generation and payment reconciliation.
- Connect Make.com with your accounting system and expense management tools (e.g., Expensify) to automatically capture expense data from receipts, categorize expenses, and sync them with your accounting software.
- Use Make.com to integrate your e-commerce platform with accounting software to automate order-to-cash processes, including invoice creation, payment tracking, and financial reporting.
- Connect Make.com with your invoicing system and CRM to automate the creation of invoices based on customer orders and update sales records accordingly.
- Utilize Make.com to integrate your accounting software with data visualization tools (e.g., Tableau) to automate financial reporting and provide real-time insights into financial data.
Supply Chain and Inventory Management
- Use Make.com to integrate your e-commerce platform with inventory management systems (e.g., TradeGecko) to automate inventory updates, order processing, and stock level synchronization.
- Connect Make.com with shipping carriers (e.g., UPS, FedEx) and your order management system to automate shipping label generation, tracking, and status updates.
- Utilize Make.com to integrate your inventory management system with suppliers’ systems to automate purchase orders, streamline replenishment, and maintain optimal stock levels.
- Connect Make.com with your e-commerce platform and warehouse management systems to automate order fulfillment, picking, and packing processes.
- Use Make.com to integrate your inventory management system with sales forecasting tools to automate demand forecasting and optimize inventory replenishment.
Reporting and Analytics Automation
- Utilize Make.com to automate the extraction and transformation of data from different sources (e.g., databases, APIs, spreadsheets) and load it into a centralized data warehouse for reporting and analysis.
- Connect Make.com with data visualization tools (e.g., Tableau, Power BI) to automate the creation of interactive dashboards and reports based on predefined templates or scheduled refreshes.
- Integrate Make.com with predictive analytics platforms (e.g., DataRobot, RapidMiner) to automate the analysis of historical data and generate predictive models or forecasts.
- Use Make.com to connect survey tools (e.g., SurveyMonkey, Google Forms) with analytics platforms to automate the collection and analysis of survey responses, providing actionable insights.
- Connect Make.com with reporting and BI tools (e.g., Google Data Studio, Looker) to automate the generation and distribution of reports to stakeholders on a scheduled basis.
Customer Support and Service Automation:
- Utilize Make.com to integrate your customer support tool (e.g., Zendesk) with your CRM system to automate ticket creation, update customer profiles, and track support interactions.
- Connect Make.com with chatbot platforms (e.g., Chatfuel, Dialogflow) to automate responses to common customer inquiries and escalate complex issues to human agents when necessary.
- Use Make.com to integrate your customer support system with knowledge base platforms (e.g., Help Scout, Confluence) to provide automated self-service support options based on customer inquiries.
- Connect Make.com with customer feedback tools (e.g., SurveyMonkey) and CRM systems to automate feedback collection, analyze responses, and trigger follow-up actions.
- Utilize Make.com to integrate your customer support system with communication platforms (e.g., Slack, Microsoft Teams) to automate internal notifications and collaboration on support tickets.
Human Resources Automation
- Use Make.com to connect your HR software (e.g., BambooHR) with employee onboarding platforms (e.g., Zenefits) to automate the creation of employee profiles, assignment of tasks, and digital document signing.
- Integrate Make.com with learning management systems (e.g., Moodle, Cornerstone) to automate the enrollment of employees in training programs based on their roles, departments, or skill development plans.
- Connect Make.com with calendar and scheduling tools (e.g., Google Calendar) to automate leave management processes, including request submission, approval, and calendar updates.
- Utilize Make.com to integrate your HR system with payroll software (e.g., ADP, Gusto) to automate employee data synchronization, salary updates, and tax calculations.
- Use Make.com to connect your HR system with performance management platforms (e.g., 15Five, Performance Pro) to automate goal setting, performance evaluations, and feedback collection processes.
Data Entry and Management Automation
- Connect Make.com with web form builders (e.g., Typeform, JotForm) and your CRM system to automate the capture of form submissions and data entry into your CRM.
- Utilize Make.com to integrate document management platforms (e.g., Google Drive, SharePoint) with data entry forms to automate the filing and organization of documents based on form responses.
- Connect Make.com with optical character recognition (OCR) tools (e.g., Amazon Textract, Google Cloud Vision) to automate the extraction of data from scanned documents or images and populate databases or spreadsheets.
- Use Make.com to integrate data validation tools (e.g., DataValidation, NeverBounce) with data entry forms to automatically verify and cleanse entered data, reducing errors and maintaining data quality.
- Connect Make.com with data synchronization platforms (e.g., Stitch, Tray.io) to automate data integration between various systems, ensuring real-time data updates and consistency across platforms.
IT Security and Compliance Automation
- Utilize Make.com to integrate your vulnerability scanning tools (e.g., Nessus, Qualys) with your ticketing system, automatically creating tickets for identified vulnerabilities and tracking remediation efforts.
- Connect Make.com with security information and event management (SIEM) platforms (e.g., Splunk, LogRhythm) to automate the correlation and analysis of security event logs for real-time threat detection and response.
- Use Make.com to integrate your security incident response platform (e.g., ServiceNow, Jira) with communication tools, automating incident escalation and coordination among security teams during cyber incidents.
- Integrate Make.com with identity and access management (IAM) systems (e.g., Okta, Azure AD) to automate user provisioning and deprovisioning processes, ensuring timely access management and reducing security risks.
- Connect Make.com with compliance management platforms (e.g., OneTrust, RSA Archer) to automate compliance monitoring, documentation, and evidence collection, ensuring adherence to regulatory requirements and streamlining audit processes.