Automation projects and examples

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Optimizing Online Tour Bookings with HubSpot and Google Sheets

Our client is a city tour company that offers various tours in the city of Cologne (Köln in German). They specialize in providing unique and personalized tours that showcase the city's rich history, culture, and traditions. They are providing high-quality tours that are informative, entertaining, and engaging. Their guides are knowledgeable, friendly, and passionate about the city and its history. They also offer private tours for groups and customized tours tailored to specific interests or needs.

How to synch contacts between CRM systems

Introducing Funnellab - a company that offers innovative solutions to improve businesses' sales and recruiting process.

Hotel reservation automation with Make.com

In this case study, we will demonstrate the benefits of automation for the hotel industry through a real-world example.

How to Automate Master Data Check-Up Up (for PQL and MQL)

Onboarding new customers can be a time-consuming and tedious task. Customer Success Managers need to check customer master data and settings information manually, taking up precious resources. We all know there are two central parts when a new customer comes to your business.

Enhancing Your CRM Record Enrichment

Are you looking for an efficient and effective way to improve the accuracy of your customer relationship management (CRM) records? Then look no further than CRM record enrichment. This process utilizes external application programming interfaces (APIs) to improve the data points in your existing CRM records, allowing you to better segment leads and customers. Let us take a deeper dive into what CRM record enrichment is and how it can help you.

How to Set Up an Automated Dunning Process

Cash flow is one of the most important aspects of any business. It is preferable for you to have an optimal cash flow if your consumers pay in short advantage in short advantage rather than lengthy payment objectives. There is one more thing you can absolutely do. We've all had the experience of forgetting to pay an invoice. So amazing automation to remind customers about payments is one of the most critical components of building a stable business. You need consistent cash flow so that your firm may function efficiently and flourish.

How to do Customer Acquisition Cost calculation in 3 steps

Customer Acquisition Cost (CAC) is the cost of acquiring a new customer. It's a metric that's calculated by taking all the costs associated with acquiring a new customer and dividing it by the number of customers acquired. It's important to understand CAC because it provides insight into how much money is being spent to acquire customers and whether those investments are yielding results. It also helps you determine whether your marketing and sales efforts are effective at attracting and retaining customers.

How to automate Revenue Reconciliation with in one Tool

It takes a lot of time to manually reconcile sales data from multiple sources, especially if you have many suppliers or customers. And it's easy to make mistakes when you're using a spreadsheet since there are so many things that can go wrong. You might get the total wrong or forget to account for discounts that have been applied. Or maybe you'll accidentally enter the incorrect amount of taxes applied on each invoice—or worse yet, double-count them! If your company relies heavily on cash flow statements like balance sheets and income statements, then these errors could have serious impacts on your business's financial health. We automated this process to help companies overcome these.

How to automate Slack Notifications in 3 steps

It can be a challenge when a company grows—especially if they're all working in different locations and using Slack, which is known for being flexible. Slack is also a bit of an art form, as it has a lot of features that are difficult to set up, and even more tools that aren't as intuitive. Slack notifications are intended to keep you updated whether you're at your desk or on the go. That's where we come in! We at Makeitfuture make it easy for you to get automated Slack notifications when someone sends you a direct message (DM), mentions you, notifies a channel you’re in, or uses one of your keywords. We also automatically reply to threads from channels you're following—so if someone mentions your company or refers to their products on those channels and sends them to the right person… we'll know!

Solution Delivery and Operations Automation: How innovative business models benefit from automation

New innovations also bring new fields of business. E-mobility is one such. But processes that occupy many companies can also be found in these industries: Sales and subsequent project management. Perfect, then, for automation.

CRM migration in the cloud

You have decided to change your CRM and are now faced with the huge task of moving all data and the structure cleanly and efficiently? Automation is made for this. We not only move data automatically, but also optimise your CRM structure at the same time.

Automated project management for scalable projects

You want to create a seamless transition from sales to project management? You don't want any information to get lost, but you still want to keep the administrative effort to a minimum? Automated project management helps you to keep an overview.

Shop automation for fast fulfilment

Do you offer personalised products in your online store and still want fast fulfilment? By automating your orders and fulfilment, you gain time, efficiency and deliver a unique experience to your customers.

Automate customer journey and appointments

Online client appointments have become standard since Corona. But how do you make sure that you don't have any extra administrative work and that your customers are always informed? An excellent customer journey means more than just sending links to appointments. We show you how.

Automation of Shopify orders

Do you produce products on demand and sell them via your Shopify shop? Or your orders need a final polish before shipping? Automate the order processing in Shopify and reduce the time until dispatch.

Automation of the Customer Journey & Newsletter

Of course, newsletter marketing needs individuality, that's no longer a secret. But how do you keep track of which customer is in which phase? And how much effort does it take to adapt the mails accordingly? Thanks to automation, that will soon be a thing of the past.

Shopify automation with matching CRM

Do you use other sales channels besides your Shopify shop? Is it hard to keep your entire sales team up-to-date and not lose any customers? Integrate your Shopify Shop with your CRM!

Accounting integration: Spend less time on tedious processes

Did you have to wait a day for an offer again? Lost another invoice or couldn't find a receipt? The accounting integration with your CRM solves this problem.

Coach Automation: Gain more time for human interactions

Coaching is all about people. Why spend more time than necessary on repetitive and manual tasks in front of your computer? Coaching automation helps you and your coachees have the best experience possible.

Sales automation: Generate more leads in the shortest possible time

How do you win a sale? By spending hours collecting or updating data? No, by interacting with your leads. That's exactly what sales automation allows you to do by helping you win customers.

E-commerce automation: Stay competitive and realize growth

Competition is on the rise. How do you stay competitive as an online store? By integrating your data-driven processes. With e-commerce automation, you spend less time processing orders and more time growing.

Automation for startups: scale your business and gain speed

Want to move your startup forward, but your IT and other resources are struggling to keep up? Startup automation does just that: it helps you with time-consuming processes so your business can grow.

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Automation Projects and Use Cases

Learn from over 200 projects what is possible through automation

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