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.
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.
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
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