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.

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Open by default

Your AI, in your CRM. Without the SaaS-AI lock-in.

Your team already pays for Claude or ChatGPT. We build the agents and Make.com scenarios that let them operate your workflow directly. Custom MCPs for your stack, your IP, your infrastructure — we don’t host it, we don’t lock it down.

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.

References

Related work

Tim von Loh (TVL) · Pipedrive Setup

Automotive & Leasing · DE

8 months · 156 tasks

Duration: 8 months
hours: 384
tasks: 156
meetings: 1

Pipedrive

Stripe

JotForm

Calendly

Make

This project brings vehicle enquiries, subscriptions and billing together in Pipedrive. Forms create sales records automatically, while Stripe handles recurring payments and invoices as the sale progresses.

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Centric Software · CRM Connection Rollout

Enterprise Software · US

13 months · 162 tasks

Duration: 13 months
hours: 373
tasks: 162
meetings: 60

HubSpot

Salesforce

Make

Customer and company details stay updated across Salesforce and the two HubSpot accounts. Sales teams can follow enquiries and read notes without copying records between systems.

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OSI Global · HubSpot Optimization

IT Infrastructure · US

18 months · 328 tasks

Duration: 18 months
hours: 344
tasks: 328
meetings: 87

HubSpot

Make

OSI’s team gets fuller customer records and less manual order work in HubSpot. Contact research, email checks and order calculations run automatically.

Read project

What clients say

We previously relied on individual staff to know what was going on with our customers. We now have a system that anybody can log on to, and understand exactly what has been done and what needs doing. The insight reports are simply amazing.

Es hat Spaß gemacht, mit Nikolai zu arbeiten. Das gesamte Setup, die Kommunikation und die Qualität waren genau das, was wir gesucht hatten. Ich kann ihn nur wärmstens empfehlen und werde auch an zukünftigen Projekten mit metawork.studio arbeiten.

Excellent work all around. Very professional and knowledgeable on integration of pipedrive, CallRail and JotForm.

Metawork is a great team to work with. Knowledgeable, patient, inquisitive and friendly.

The Metaworks team provided us with highly competent and satisfactory support during the transition from Salesforce to Pipedrive. From the intensive consulting and planning phase to the final implementation, we always felt well advised. “Teething problems” were resolved quickly in a relaxed yet professional manner.

“We were in a classic situation of partial digitization with isolated solutions. This made it difficult to see a coherent picture and develop a holistic marketing strategy. I appreciate the collaboration with Nikolai and his team. Especially small companies and startups like us, which are looking for flexible, frugal solutions have the right partner in metawork.studio to develop a lean setup meeting the requirements.”

Nikolai is a great expert at what he does. Fantastic advice and great communication.

Ready to give your company a brain?

Book a free evaluation. We look at your stack and tell you straight whether we are a fit.

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