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How to Automate Your CRM with Make.com and Webhooks 🚀

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Enoch George Muller
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3 min read

Streamline Your Workflow and Save Time with Automation

Ever feel like you're constantly drowning in manual tasks and data entry? Discover how to automate your CRM using Make.com and webhooks to save time and boost productivity. Let’s get started!

Introduction

Hey everyone! Welcome back to our series, "Make for People Who Want to Make Real Money." In today's video, I'm going to show you how to integrate Make.com with any CRM or project management system using webhooks. This powerful feature is often misunderstood, but it’s incredibly simple and effective. Whether you're an experienced Make user or a newbie, this tutorial will be a game-changer for you.

What We’ll Cover

We’re going to integrate Make.com with Monday.com to automate the creation of sales proposals. Here’s the plan:

  1. Trigger a Make scenario when a column called "Stage" is changed to "Generate Proposal."

  2. Use webhooks for real-time, instantaneous updates.

  3. Generate a proposal using Google Slides.

  4. Update the Monday.com record with the proposal link.

Setting Up the Integration

Step 1: Create a Webhook in Make.com

  • Navigate to Make.com: Open your Make.com account.

  • Create a New Webhook: Go to Scenarios, select Webhooks, and choose "Custom Webhook."

  • Copy the Webhook URL: Save the URL provided by Make.com.

Step 2: Configure Monday.com to Send Webhooks

  • Open Monday.com: Go to your Monday.com account and select the board you want to integrate.

  • Set Up an Integration: Click on the Integrate button at the top right, search for "Webhook," and select "When a status changes to something, send a webhook."

  • Paste the Webhook URL: Use the URL from Make.com and follow the instructions to verify the webhook.

Automating the Proposal Generation

Step 3: Set Up the Google Slide Template

  • Create a Template: Open Google Slides and design your proposal template. Use curly braces for variables (e.g., {{company_name}}).

  • Save the Template: Make sure it’s accessible in your Google Drive.

Step 4: Configure Make.com to Generate the Proposal

  • Retrieve Data from Monday.com: Use the "Get an Item" module in Make.com to pull data from Monday.com using the pulse ID (record ID).

  • Create the Proposal: Use the "Create a Presentation from Template" module in Make.com, and map your variables to the corresponding data fields from Monday.com.

Linking the Proposal Back to Monday.com

  • Use Google Drive Module: In Make.com, add a "Get a Share Link" module to create a sharable link for the generated Google Slide.
  • Update the Record: Use the "Update Column Values" module in Make.com to add the sharable link to the "Proposal" column in Monday.com.

Final Test and Workflow

  • Run the Scenario: Change the status in Monday.com to "Generate Proposal" and watch as Make.com creates the proposal and updates the record with the sharable link.

  • Verify the Changes: Ensure the proposal link appears in the correct column and that the status updates back to "Discovery."

Conclusion

By following these steps, you’ve automated a significant part of your CRM workflow. This setup saves your sales team valuable time, allowing them to focus on what they do best—closing deals.

Quote to Inspire: "Automation applied to an efficient operation will magnify the efficiency." – Bill Gates

Final Thoughts

Automating your CRM with Make.com and webhooks is a powerful way to streamline your workflow and boost productivity. If you have any questions or specific systems you'd like me to build, drop a comment below. Don’t forget to like, share, and subscribe for more automation tips and tricks!

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