Your No-code and AI Automation Partner

Automate CRM Workflows Seamlessly

This automation efficiently manages contacts, streamlines imports and exports, and utilizes activity-based tagging to keep your CRM organized and up-to-date.

When a Contact Created

1. Trigger on Contact Creation

Initiate the automation when a new contact is added.

Find a Contact

2. Search Existing Contact

Check if the contact already exists before proceeding.

Import Data

3. Import Contacts from Spreadsheet

Automatically import new contact data from a spreadsheet.

Export Data

4. Export Contacts to Excel

Automatically export contact data to an Excel file.

Update a Contact

5. Sync Contact Details

Update contact details if changes are identified.

Apply a Tag to a Contact

6. Tag Based on Email Activity

Assign tags depending on the contact's email engagement.

List Contact Activities

7. Track Contact Activity

Maintain a log of interactions and updates with each contact.

- Repeat -

Automation Benefits

Benefits of Automation

Discover the benefits your business will experience by implementing this CRM automation solution.

Increase Efficiency

Streamline contact and data management, saving time and resources.

Reduce Human Error

Automate repetitive tasks to increase data accuracy.

Enhance Customer Interaction

Use tags to tailor communications based on customer engagement.

Scalable Solution

Easily cope with growing contact lists and data sets.

Real-Time Updates

Ensure data is always up-to-date across multiple platforms.

Improve Insights

Gain better insights by tracking and analyzing contact activity.

Features

Automation Features

Explore the key features of this CRM automation solution designed to enhance your workflow management and improve data handling efficiency.

1
Comprehensive Contact Management
Automate your contact management, ensuring seamless data synchronicity across platforms.
2
Efficient Data Handling
Facilitate efficient data import and export, minimizing manual efforts and errors.
3
Dynamic Tagging
Utilize activity-based tagging to keep track of contact engagements and interactions.

Outcomes

Expected Outcomes

Witness noticeable improvements in your CRM system performance and business outcomes with this automation.

50%

Time Savings

90%

Improved Data Accuracy

30%

Enhanced Productivity

More Automation Use Cases

Potential Automations for Your Business

Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.

Scale your impact with custom Chat Bots

Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.

Learn More

Ellie (AI Assistant)

Ask me anything and watch how I respond.

Smart Email AI assistants for your Inbox

From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.

Put your internal knowledge to work with RAG AI

RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.

FAQ

Get answers to common questions about implementing this CRM automation solution.

We Might Have Solved Your Problems Already

Explore Similar Automations

See how you can improve your work process even more by leveraging AI and Automation.

Sync ButtonDown Subscribers to Salesforce

Streamline your marketing efforts by automatically updating Salesforce with new subscribers from ButtonDown. Keep your CRM data current, enhance segmentation, and boost targeted campaigns without lifting a finger.

Automate Opt-Outs with Zepto Mail & Zapier

Ensure GDPR compliance by automating the opt-out process with Zepto Mail and Zapier. Seamlessly update Salesforce records, minimize manual errors, and promptly acknowledge unsubscribe requests.

Boost Sales with WebinarJam Automation

Automatically track webinar attendees in real-time and notify your sales team instantly. This automation ensures your team can prioritize and engage with high-priority leads during the webinar, enhancing conversion rates.

Automate Call Logging from Vonage

Effortlessly log every call and SMS from Vonage into Salesforce using Make. Ensure all customer interactions are recorded, enhancing your CRM's accuracy and facilitating better customer service.

Automate Tilda form submissions to CRM

Streamline your form data management by automating Tilda submissions to your CRM. Enhance sales efficiency with real-time integration and quick responses to high-priority leads.

Automate TikTok Engagement with Slack

Enhance your brand's interaction by automating responses to TikTok comments and messages. Use Zapier to integrate TikTok with Slack and Salesforce for real-time notifications and streamlined follow-ups.

Enhance Sales Efficiency with Salesforce

Automatically update Salesforce records with lead activity data from Marketo when high-value pages are visited. Streamline your sales process with accurate and timely insights, leading to improved lead scoring and follow-up strategies.

Enhance Support with Techulus & Zapier

Automate your customer support ticket management by syncing Techulus with your CRM using Zapier. This ensures accurate customer records and improves response times.

Automate Branded URL Creation with T2M

Efficiently manage and customize high volumes of URLs by automating branded short link creation with T2M URL Shortener. Enhance your brand visibility and streamline operations effortlessly.

Automate URL Analytics with T2M

Leverage Make to integrate T2M URL Shortener with Google Sheets and Data Studio for automated real-time analytics. Optimize your marketing strategies by accessing key metrics effortlessly.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time

One-time Fee

Pay once for build out.

Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly

Build Fee + Maintenance Fee

from 300$/month

Pay for build + lower recurring maintenance fee.

Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract

Recurring

from $600/month

Use our pre-built solution with no changes.

Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required

Ready to Move Forward?
Join the automation strategy call

You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.