11 Make.com Automations You NEED To Start Using Every Day (steal these)
Summary
TLDRIn this video, Jonno shares 11 high-impact Make.com automation scenarios that he uses daily, claiming they save the effort of hiring 30 full-time employees monthly. The scenarios range from lead generation and CRM integration to document creation with PandaDoc, updating CRM post-transaction, and recruitment process automation. Other workflows include a Yellow Pages scraper for lead generation, a blog post generator with SEO optimization, a TikTok content scraper, project management integration with ClickUp, sales and marketing analytics tracking, and a CRM data dump for easy team access. Each workflow is designed to streamline business processes, save time, and potentially increase revenue.
Takeaways
- 😀 The speaker, Jonno, is excited to share 11 Make.com automation scenarios that save significant time and resources.
- 📈 These automations are claimed to be equivalent to hiring 30 full-time employees monthly, indicating high efficiency.
- 🔗 The first scenario automates lead collection from websites and CRM integration, which can increase conversion rates significantly.
- 💼 The second scenario involves generating contracts and invoices using PandaDoc, streamlining the sales process.
- 📑 The third workflow updates CRM with exact client purchase details post-transaction, ensuring data accuracy.
- 👥 A recruitment workflow automates the hiring process, from applicant screening to interview scheduling, saving considerable time.
- 📊 The Yellow Pages scraper is used to collect leads and generate personalized content, enhancing lead generation strategies.
- ✍️ Blog post generation is automated using keyword research and AI writing tools, improving content production efficiency.
- 📈 A TikTok scraper helps find viral content ideas, aiding in creative content production for social media.
- 📋 ClickUp integration allows for task assignment and project management, ensuring client services are rendered efficiently.
- 📊 Analytics tracking is emphasized for monitoring sales and marketing performance, providing insights into team and campaign effectiveness.
- 📝 A final workflow involves exporting CRM data to a spreadsheet for easier access and visualization of client information.
Q & A
What is the main benefit of automating lead generation and CRM integration mentioned in the script?
-Automating lead generation and CRM integration can save the equivalent of hiring 30 full-time people every month, increasing efficiency and potentially the conversion rate by 391% when calling leads within 60 seconds.
How does the speaker use Pandadoc in their workflow?
-The speaker uses Pandadoc to generate contracts, invoices, and other documents based on information collected during sales calls. It automates the creation of line items, discounts, and upsells, and integrates with CRM to update client details.
What is the significance of updating CRM with the exact numbers from a signed agreement?
-Updating CRM with exact numbers from a signed agreement ensures that the CRM reflects the final agreed-upon terms, which is crucial for accurate record-keeping and financial reporting.
How does the recruitment workflow described in the script help streamline the hiring process?
-The recruitment workflow automates the process of sending emails and updating CRM based on applicant status, such as approval, rejection, or scheduling interviews, saving time and reducing manual effort.
What is the purpose of the Yellow Pages scraper workflow mentioned in the script?
-The Yellow Pages scraper workflow is used to automatically gather leads, extract contact information, summarize services, and create personalized content offers to generate new business opportunities.
How does the speaker's team use AI to generate blog posts?
-The team uses AI tools to conduct keyword research, create outlines, draft blog posts, adjust tone, check for errors, and optimize for SEO, then publishes the content across various platforms.
What is the benefit of using a TikTok scraper in the content creation process?
-A TikTok scraper helps find novel and viral content ideas within a niche, allowing the user to create similar content that has a higher chance of engagement and success on social media.
How does the ClickUp integration in the workflow help manage client projects?
-The ClickUp integration allows for the creation of tasks, assignment to team members, and tracking of progress, ensuring that client projects are completed efficiently and on time.
What kind of analytics does the speaker track in their sales and marketing workflow?
-The speaker tracks various analytics such as lead conversion rates, call conversion rates, average deal size, lead sources, quality scores, and the performance of Google ad campaigns.
Why is it useful to have a separate worksheet for paying customers outside of the CRM?
-Having a separate worksheet for paying customers provides a clear, easily accessible overview of client information, which can be helpful for quick reference and strategic decision-making by the team.
Outlines
🚀 Automating Business Workflows for Efficiency
The speaker, Jonno, expresses excitement about sharing 11 Make.com scenarios that automate various business processes, which he claims saves the equivalent of hiring 30 full-time employees monthly. He emphasizes the broad applicability of these workflows, from freelancers to large businesses. The scenarios will be presented quickly without detailed setup instructions, but links to full tutorials are promised in the video description. The speaker encourages viewers to subscribe and engage with the content, hinting at daily uploads and the potential for significant productivity gains through automation.
📈 Lead Conversion Automation and Document Generation
The first scenario discussed is a two-step process for automating lead collection from a website and immediate follow-up within 60 seconds using a CRM system, which can significantly increase conversion rates. The second scenario involves generating contracts and invoices using PandaDoc, which integrates sales call data to automate document creation. This not only speeds up the process but also ensures accuracy and consistency, showcasing the power of integrated systems in business automation.
💼 Streamlining Sales and Recruitment with Automation
The third workflow automates the update of CRM data once a client signs and pays, ensuring that the CRM reflects the final agreement details accurately. This is crucial for accurate record-keeping and future business decisions. The fourth scenario focuses on recruitment, where the company handles 4,000 applicants monthly. The workflow automates the process of screening, testing, and interviewing, significantly reducing manual effort and improving efficiency. The speaker highlights the transformative impact of such automation on recruitment processes.
🔍 Lead Generation and Content Creation Automation
The fifth workflow involves scraping leads from directories like Yellow Pages and generating personalized content offers, which are then sent out automatically. This approach not only gathers leads efficiently but also initiates engagement with valuable content. The sixth scenario discusses the automation of blog post generation using keyword research and AI writing tools, which are then optimized for SEO and distributed across social media platforms, showcasing a comprehensive content marketing automation strategy.
📊 Analytics and Project Management Automation
The seventh scenario is about using a tool like ClickUp for project management, automating task assignments and tracking, which is essential for service delivery in agencies. The eighth scenario involves tracking sales and marketing analytics to monitor team performance and campaign effectiveness, providing valuable insights for business strategy. The final workflow discussed is exporting CRM data into a spreadsheet for better visibility and accessibility of customer information, highlighting the importance of data organization in business operations.
📹 Wrapping Up the Automation Strategies
In the concluding part, the speaker thanks the viewers for watching and encourages them to explore the provided links for detailed tutorials on the discussed workflows. He also prompts viewers to like the video, subscribe to the channel, and leave comments if they have questions, emphasizing the ongoing support and educational content available for those interested in business automation.
Mindmap
Keywords
💡Automation
💡CRM (Customer Relationship Management)
💡Workflows
💡Pandadoc
💡Lead Generation
💡Appify
💡Google Sheets
💡Recruitment
💡Make.com
💡SEO (Search Engine Optimization)
💡ClickUp
Highlights
Introduction to top 11 Make.com scenarios that save significant time and resources.
Automating lead generation from websites and CRM integration to increase conversion rates.
Utilizing webhooks and HTTP modules for real-time data transfer and client communication.
Generating contracts and invoices using PandaDoc for streamlined document creation.
Automating sales call data collection and immediate follow-up actions.
Updating CRM with exact purchase details post-agreement signing for accurate record-keeping.
Recruitment process automation with applicant tracking and decision-making workflows.
Yellow Pages scraper for lead generation and content creation for lead magnets.
Using SEMRush for keyword research and generating blog posts with AI.
Scheduling and automating social media posts from approved blog content.
TikTok scraper for content idea generation and filtering for viral potential.
ClickUp integration for project management and task assignment automation.
Sales and marketing analytics tracking for performance measurement and improvement.
CRM data export for comprehensive customer information in a spreadsheet format.
Encouragement for viewers to subscribe for more content and access to detailed walkthroughs.
Transcripts
what is going on guys this jonno I'm so
excited because I'm going to share with
you my top 11 make.com scenarios that I
use every freaking single day literally
saves me the equivalent of hiring 30
fulltime people every single month and
that's on the conservative end it's
probably more than that so whether
you're a freelancer or whether you run a
business that has a thousand people I
bet you that these workflows at least
some of them are going to really really
be a game changer for you now keep in
mind that we're going to be going
through these super fast right so we're
not going to be building them out from
scratch but rather I'm just doing a
highle overview if you like any of the
material in here there's going to be
separate videos for all of these
different scenarios in the description
down below that you can go to where I
walk through step-by-step how to build
them the blueprints are going to be in
those videos as well for free just make
sure to subscribe to this channel if
you're new and you like content just
like this cuz I will be releasing
content just like this video pretty much
every single day make sure to like and
also make sure to comment if you have
any questions let's dive into it right
[Music]
now so the first one is actually really
simple it's it's just a two-step
scenario here and what this does is it
allows you to automate the process of
getting leads from places like your
website and then sending them into your
CRM so that within a matter of 60
seconds you can call a client now the
data is out if you call somebody in 60
seconds it will increase your conversion
rate by 3 91% right that's that's a lot
you can make four times as much money by
doing no extra work so why not start
with something easy and Implement
something like this we use this every
day so many times every day so think
about it this way somebody comes to your
website right and on your website you're
going to have a get a quote section
likely and you're going to ask questions
first name last name email phone number
somebody's going to fill this in right
and what's going to happen is there's
going to be a web hook set up on this
form that when this is filled out it's
going to automatically send that
information into your web hook and then
you can just send that in an HTTP module
into your CRM like go high level right
and in go high level what you can do is
just send out text messages emails
immediately to the person so if I was to
take a look at one of the text messages
I send out like literally within two
seconds it says Hey contact first name
it's user first name which is the sales
rep from my company I just saw you fill
form on our website and I'd love to talk
more about how we can help right so of
course you can set up a module like that
you can also quickly add in a call
module here I know this is a bit outside
the scope of make.com but you could call
them within 10 seconds within 5 seconds
so it's it's really powerful stuff the
second scenario that we're talking about
today is how we can generate contracts
invoices documents anything right and
how we generate these these documents is
using something called Panda do so it
makes proposals right this is kind of
what it looks like but more so than just
making a document it's the power of this
workflow comes in when you think about
how the whole system works together so
in other words we have sales calls right
we we have so many sales calls with
clients every single day our companies a
bit sales heavy and um we collect all
this information about a particular
client so for example uh we're the
wedding space so we'd ask the date of
their wedding we'd ask um the location
we'd ask things like the start time the
end time all of these details and then
what happens is when our sales staff is
done they're going to submit this form
and as soon as they get off the form
right they populate all the details we
just got from that client on the sales
call it's going to take that information
and then it's going to run it through a
scenario like this right where it
generates an invoice number in the
Second Step here it updates our CRM go
high level with that invoice number it
generates the line items based on the
conversation we had like take a look at
this this is so cool like we can ask for
uh total price we can add discounts in
there we can do line items we can add
upsells on the side here all of these
it's going to automatically generate a
contract based on the information that
we collected on the sales call so we go
through we create all the line items
this is you know here creating the line
items and then we just Stitch it back
together essentially and then we send it
to pandadoc and this is kind of what our
agreement would look like so after that
sales form is filled out it's going to
add in the person's name and email and
phone number and all the details about
their event too like the date and the
start time end time duration the amount
that it's that it's worth um all the
upsells that you may have selected on
that initial form right so you select
those upsells on the sidebar here
they're automatically inserted into the
agreement how cool is that you can have
multiple Services we have a schedule B
for photography schedule a for DJing
Schedule C for videography Services here
and then we have all of these line items
automatically generated based on a form
right this is ready to go ready to
immediately send out now the third
workflow that I want to cover today is
how we can take an agreement just like
this right once the client actually pays
and they sign that exact agreement how
we can take that data that we just got
right and how we can update the CRM
because what often happens in a sales
cycle is maybe you go back and forth to
the client back and forth and you're
like hey this price they're actually
they're like actually I want to remove
this but I want to add that I want to
change this can you give me like a
slight discount on that like all the all
this BS right and anyways um by the time
you actually get them to sign and pay
what the document looks like is nothing
potentially compared to what what it was
at the beginning right so that's why
having a workflow like this is handy
because it's going to take the exact
line items on that agreement ments right
it's going to go through all of these
and it's going to update the CRM with
the exact numbers that they purchase for
update with all the information from
that agreement right and then we send it
into a Google sheet as well so that uh
you can't see it in here the Google
sheet is from the CRM side of things but
we send all those numbers in so we have
a detailed um list of all the
calculations you can enter it into
QuickBooks you can enter it into your
accounting software automatically
straight through uh make.com now the
thing about this is like it's boring to
look at like honestly it's it's not sexy
it's not a peel like I don't look at
that and think like oh my God this is
like the most beautiful like
gamechanging thing ever it's like no
it's just boring but the thing is is the
most boring workflows the ones that are
probably going to save you the most time
and if it's boring to think about
automating this just imagine how boring
it would be to spend the rest of your
life doing this manually every single
day right obviously you don't want to do
that so workflow like this is going to
be awesome cuz you can do it once and
then forget about it for the rest of
your life okay perfect and and also
right just to give you perspective let's
say we had these upsells they bought
right all these additional upsells here
um it's going to automatically add that
into the CRM here right it's going to
add things like extra speakers if they
bought that or wireless microphone or MC
services or drone it'll give you the the
calculation for how many they bought
it'll give you the calculation for how
much money they spent all that kind of
stuff next one is recruitment oh my gosh
this is such a game Cher for me um so
with my company we get about 4,000
people applying every single month um
for all of our jobs right and the thing
is is That's So Many people to go
through usually how we get applicants is
through indeed we automate the process
of getting uh you know emails and
messages sent straight to people on
indeed we get them into this uh
worksheet here and all we do is we have
these boxes right and if I approve
somebody based on their screening
questions all I have to do is click this
check mark here it's going to send an
email to the person if I reject them
here I just click this check mark it's
going to automatically update uh our CRM
and say hey I'm sorry unfortunately
we're moving in a different direction if
they have to pass a test maybe they're a
Content writer or they're an editor and
I want to test their skills before I set
up an interview with them I can check
this off it's going to send them a test
automatically then we can check off this
to schedule first round interview check
off this to schedule a second round
interview so on and so forth so this
saves a lot of time what this workflow
looks like is just simply there's more
than just this one workflow but
essentially how this works is that we
have a watch changes step on Google
Sheets here and anytime any of these
fields are changed right any of them
it's going to automatically send that to
here and then if we checked the right
box on the right row so if we checked
this box it's going to pull all the
details from from line 1,201 it's going
to pass that in so we know who we're
dealing with and we know that they
checked off you know screening so it's
going to go down the screening path if
we check out rejected it'll go down the
rejected path um this is a game changer
for me I save so much like holy cow talk
about saving time every single day this
is oh my gosh this is something if you
do a lot of recruitment you're going to
definitely want um next workflow is
Yellow Pages scraper here so we
automatically scrape hundreds thousands
tens of thousands of leads using a
system like this think about the process
of generating leads manually right you'd
have to go into Yellow Pages you'd have
to type in plumber and then once you
type in Plumber you'd have to type in
the location then click search and then
you'd probably have to painstakingly go
through one at a time this cracks me up
every time drain Kings plumbers that is
like the most sexual name I've ever
heard for a business it's like I'm like
are you in plumbing are you and
something else I don't know um but
anyways uh aside from that if you wanted
to get these individually you'd have to
go through all of these different
listings right pull out the email pull
out the phone number all that kind of
stuff with a workflow like this we just
use a no code solution like appify it
just scrapes all those leads right it
scrapes those leads and because
unfortunately Yellow Pages doesn't
provide emails for these people we take
the websites that they have we scrape
those websites to find the emails and
all the missing information and then
once we find that we also analyze their
website to summarize the services they
provide just to give us context and then
we create a lead magnet that's too good
to refuse right we offer them a Content
calendar like this where we have content
pieces for Instagram and Facebook and
blog and Twitter these are all AI
generated right so we're generating this
automatically for the person and then
we're sending it to them automatically
and this is just a starting template
right you can customize it any way you
want to but imagine having a tool where
you can reach hundreds of thousands of
people and deliver a I generated content
that's really high value right instead
of being like hey excuse me can I please
have a job can you please pay me you
could be like hey you know I just saw
your website I wanted to give you
something for free I just wanted to
provide value up front and you know if
you like it you know maybe maybe we can
have a conversation but if not no
worries and I I hope you have a
wonderful day right such a so much more
of a powerful message when you're not
necessarily asking for anything in
return you're just giving giving giving
and then asking after they feel either
indebted to you or they feel like they
want to hire you because you've done
such a good job so the system like this
allows you to scrape that create the
content calendar and then email that to
the person right away so really good
opportunity to generate leads there
another system here is to generate blog
posts our team we have two full-time
writers on our team that use uh scripts
like this in make.com we generate blog
posts firstly what we do is we use
semrush actually to generate keyword
research so in semrush this does cost
$200 a month you don't need semrush you
can use Google um ads they have like a
Keyword Planner in there you can use
that there's a lot of free tools as well
but like sticking onto the plumbing
theme you could be like Plumbing right
in the keyword magic tool here and all
you have to do is come in here find um
keywords that have a high enough volume
maybe you want something above a 100 but
you want the keyword difficulty to be
below 20 which means that there's a high
volume for that keyword but it's not
difficult so if wrote a blog post and
assuming you had a relatively good
website with uh you could probably rank
for these Pages like literally on day
one once you get an index on Google and
I I know that sounds crazy you might be
thinking there's no effing way and
that's exactly what I thought until I
writer started literally indexing on the
same day on page one for terms that
nobody else really wrote for um so you
can find really good golden nuggets
using Sam rush and then you can plug
them into a spreadsheet like this and
then all you have to do is just get them
to essentially um approve this and then
or sorry yeah approve it and then it's
going to generate this blog post it's
going to go through multiple steps here
this is a slightly different variation
that I'm showing you here but you'd have
a Google sheet uh uh trigger here
instead of like a a chat GPT trigger it
would take that concept it would write
an outline for it and then it would
write a blog post based on the outline
then you change the tone of voice for
that initial blog to make it maybe funny
maybe bit more interesting because
nobody nothing's worse than reading a
dry piece of content on a boring topic
anyways and then uh making sure that you
correct it for any error spelling
punctuation you make it so that it seems
like a grade five rot it so the
comprehension is on par with the average
reading comprehension online so it's
easy to read which is going to increase
your readership and then yeah you just
SEO optimize it using Ai and then you
pump it out to Google Sheets or upload
it into WordPress so that's pretty
awesome here and then on the flip side
of things when you do approve that blog
post you can take the next workflow here
which has a Google um Google Sheets
trigger and once that's approved they
flip it from pending to approved it's
going to automatically take that blog
post we're going to pull the um the
image off of that blog post so it's
going to go to that website get the blog
post pull that image off of the blog
post it's a bit complicated you can skip
over this if you don't want to because
it's not super important we're taking
that blog post and we're posting it on
Facebook on Instagram on uh Twitter or X
on Tumblr on Pinterest on LinkedIn on
Facebook uh actually we already covered
Facebook so we're pasting it on all
these you can put it on medium as well
you can put it on Google my business
there's so many other places that we use
every day save s a ton of time so the
next thing here is a Tik Tok scraper so
what you can do here is use appify to
find really novel ideas so you know when
you're doing content creation it's hard
to be creative it's hard hard to come up
with ideas every single day especially
if you're doing 5 10 20 unique pieces of
content something like this will allow
you to scrape uh tons of different ideas
in your Niche paste it into Google
Sheets and then you can have filters
like how many views are there um what's
the the title of it or what's the um
view ratio like view ratio to following
Ratio or how old is that particular um
post and then you can find just really
golden good golden uh that doesn't make
any sense what am I trying to say here
you can find golden nuggets uh or
needles in a Hy stack that's a much
better way of saying it you could find
needles in a hay stack just really good
viral pieces of content that you could
potentially produce yourself next one is
um clickup so this is boring right but
it's also something that just works
really well when clients pay and sign an
agreement with you um let's say you're
marketing agency well you're going to
have to render that service right and
there's no better way to do this than
having a clickup project in uh clickup
so or a project management project in
clickup what that practically looks like
so you guys can take a look here is you
just send all of the tasks that you have
to do for that particular client in
clickup and then you assign it to the
people on your team for them to get it
done by with a due date with a priority
how long it takes and then you can start
tracking all the tasks that are due and
making sure they're getting done so this
is great of course you could just
duplicate a clickup produ project in
here right and duplicate this list but
the thing is is if you duplicate the
list you can't put in uh at the outset
when you create the template things like
the name of the client or you can't add
any customizations to who is assigned to
it if there's you know if you're
rotating this 90s stuff like that you
can only do through clickup or sorry
through make.com so super powerful I use
this every single day um another thing
you can do is analytic tracking so what
we do here is we track um our sales and
our marketing analytics so case in point
let's say we have four stages between um
in the lead cycle so when a lead comes
in from the from your website right then
you jump on a sales call then you have
contract signed and deposit paid you can
send information to a workflow like this
and track all those stages and see how
well everyone in your team is doing how
many um how many uh new leads they're
claiming how many quotes they're sending
out how many contracts are being signed
deposits paid how much revenue are they
generating what their lead conversion
rate is from new lead you know somebody
inquires all the way up to the point in
time that the the deal is closed or the
call conversion rate what percentage of
people are they getting on the phone and
then closing right average deal size all
of these stats you can graph and then
you can also get um different marketing
uh marketing stuff too so for example we
like to track which sources these leads
are coming from right what the quality
score is what the average conversion
rate is there's a million things that
you can track here but these are kind of
like the basics that we like to track
we're in multiple cities so we want to
track which city are the leads coming
from which um area are they coming from
is it Google ads mostly is it wedding
wire bark um SEO you can see the
different split of services that people
are asking for once again we're in the
wedding space so it's mostly Weddings
But we also do corporate events and all
these other things too you see the
languages that people speak uh it's
mostly English but sometimes we do offer
clients or services in French as well
you can see the days of the week that
people are inquiring in the time of the
day this is so powerful especially if
you're trying to schedule your sales
team you don't know when you should be
scheduling them this is like oh my God
this is gamechanging if you know when
the leads are actually coming in then we
also track our Google ad campaigns we
track the keywords what do well and what
do not do well the next um Step that we
have here and the last one is a simple
one but a really effective one as well
usually you you know you have a CRM you
dump all the data in there but sometimes
the CRM just it just doesn't display the
information properly another the way I
would like it to at least so with a
workflow like this what you can do is
you can dump out all the paying
customers that you have into one
worksheet here and you can just list out
all the information so that at a given
moment in time anyone in your team can
go through through and see all the
information so you can take a really
simple workflow like this where you send
information from your CRM and then you
automatically create a um a row in that
particular spreadsheet based on the
client information so thank you guys so
much for watching if you guys liked any
of these workflows there's going to be
links to pretty much all of them in the
description where I walk through step-
by-step how to build them and um yeah if
you guys have any questions just leave
in the description down below make sure
to like this video if you did like it
and also subscribe if you want to see
more videos just like this one thank you
guys once again for watching and I look
forward to seeing you guys in the next
video bye-bye
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