Make + CRM

Make.com CRM automation

Pipedrive and HubSpot both have native workflows, but they hit a ceiling fast. Make picks up where native automation stops: multi-step orchestration, conditional logic that branches a dozen ways, webhooks to systems your CRM doesn’t know exist, and AI-driven steps that enrich or classify data inline. This is where most of our work happens.

Make Silver Partner

The automations your CRM can’t do natively — wired in Make

Lead enrichment

Incoming leads enriched via Apollo, Clearbit, custom data sources — before they hit your sales team’s inbox.

Invoice + quote automation

Deal-stage triggers generate quotes, invoices, and contract records across accounting, e-sign, and CRM without manual steps.

Multi-system sync

Two-way sync between CRM and accounting, ERP, support, or custom databases with conflict resolution and audit trails.

Pipeline hygiene

Detect stale deals, missing required fields, or data-quality issues and route them to the owner’s inbox.

AI-augmented workflows

AI steps for lead classification, meeting summaries, email drafting, document parsing — inline in the scenario, not a separate system.

Alerting + observability

Scenario failures route to Slack, Telegram, or Pipedrive notes so you know something’s wrong before a customer does.

This service is part of what we offer — we’re expanding the page with detailed case studies and process walkthroughs soon. Until then, book a call and we’ll walk through your exact setup.

What clients say

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