4 workflows : New Lead, Daily Reminder, webhooks sample l Downloads
4 Workflows: New lead, Daily Reminder, Webhooks, Sample
This package provides you with four powerful, fully automated workflows designed to streamline your operations and boost efficiency. These workflows are built using Make.com and are ready to be integrated into your business systems. Here’s what you’ll receive:
What You’ll Get:New Lead Capture Workflow:
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Automate the process of capturing new leads from forms and adding them to your CRM system (e.g., Airtable, HubSpot, Salesforce).
Automatically send follow-up emails to new leads or add them to a lead nurturing sequence.
Integration: CRM, Email Service (Gmail/SendGrid), Forms.
Daily Reminder Workflow:
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Set up automatic daily reminders for your team about tasks, follow-ups, or deadlines.
Automatically check your calendar or task management tool for pending items and send reminders via email or Slack.
Integration: Google Calendar, Slack, Airtable, Trello, Asana.
Webhooks Automation Workflow:
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Capture incoming data from external sources (such as order submissions, form responses, or third-party applications) via a webhook.
Automatically trigger actions like updating a database, sending an email, or processing a payment.
Integration: Webhooks, CRM, Google Sheets, Email.
Sample Workflow (Test Action):
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A sample workflow for testing your automation. This workflow will simulate a lead capture or task creation to ensure everything is working as expected.
Verify that your system adds new leads, sends notifications, and performs the expected actions correctly.
Integration: Google Sheets, Email, CRM.
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