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

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.

What clients say

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