Make (Integromat) Automation

Overview

What we deliver

We build Make (formerly Integromat) scenarios that connect apps, route data, and automate multi-step processes for revenue and operations teams.

We help B2B teams adopt Make as a serious automation layer rather than a collection of one-off scenarios. Our team starts by understanding your process flow, then designs scenarios that handle real conditions: missing fields, duplicate records, rate limits, and partial failures. We use routers, iterators, and aggregators to keep logic clean and operating costs predictable. Each scenario includes structured error handling, data store usage where it makes sense, and clear naming so your team can read and adjust it later. We integrate with CRMs, billing platforms, marketing tools, document systems, and custom APIs through HTTP modules when needed. Beyond initial builds, we tune scenarios for operations and reduce wasted runs. The result is a Make account that does meaningful work every day, not a tangle of broken scenarios competing for attention.

Fit Check

Built for teams like yours

Who it's for

Marketing operations teams syncing leads
Sales teams automating CRM updates
Customer success teams routing tickets
Finance teams generating invoices
Founders replacing manual admin work

Pain points we solve

Disconnected SaaS tools requiring manual copy paste
Operations costs growing faster than the team
Repeated errors from human data entry
Scenarios that silently fail without alerts
Confusing scenario sprawl with no documentation

What's included

Capabilities

Everything we cover in this engagement.

Scenario design and architecture
Multi-step routing with conditional logic
Custom HTTP and webhook integrations
Data store and data structure setup
Error handling and incomplete execution recovery
Operations and cost reduction
Scenario documentation and naming standards
Make account audit and cleanup

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Audit

We review existing scenarios and process gaps.

02

Map

We document target flows and data requirements.

03

Build

We construct scenarios with proper error handling.

04

Test

We validate against edge cases and real data.

05

Optimize

We tune operations usage and reduce wasted runs.

What you get

Deliverables & outcomes

What you get

Production-ready Make scenarios
Scenario blueprint exports
Data store schemas and templates
Error notification setup
Operations usage report and recommendations
Handover documentation

Outcomes you can expect

Lower operations consumption per scenario
Faster data sync across business tools
Fewer manual tasks for ops and sales teams
Cleaner Make workspace your team can manage
Visible alerts when scenarios need attention

Timeline

1 to 4 weeks per scenario set

Engagement

Monthly retainer, Project, Sprint

Tools we use

Make, HubSpot, Salesforce, Airtable, Google Workspace

KPIs we track

Operations used, scenario success rate, processing time, manual hours saved, error count

Client stories

What clients say

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.

"

Two weeks before our seed round we still did not have a defensible model. Their fractional CFO rebuilt our three-statement forecast, pressure-tested the assumptions, and walked me through every line before the partner meeting. We closed 1.4M on the terms we wanted. The investor specifically called out how clean the financials looked compared to the last five decks she had seen.

Hannah B.

Proof