(01) Make
Make.com automation
Our Make.com automation service builds the workflows that are too big for a simple two-step rule: scenarios that branch, reshape data, call APIs, use AI and recover from errors on their own, connecting your CRM, forms, sheets, ad platforms and accounting tools in one visual map.
Platforms we run
Make
- 11+Years in digital marketing
- 500+Clients served
- YoursMake organisation and scenariosBuilt in your account
- Scenarios
- Routers
- Filters
- Iterators
- Data mapping
- HTTP and APIs
Webhooks- Error handlers
- AI steps
- CRM sync
- Google Sheets
- Invoices
- Documents
- Scheduling
- Documentation
(02) The basics
What is Make.com automation?
Make.com automation means building workflows, which Make calls scenarios, on a visual canvas where each app is a module and data flows between them. A single scenario can watch for new leads, split them by service, enrich them, update a CRM and a sheet, and message the right person.
Make, formerly Integromat, is strongest where workflows get complicated: several branches, loops over many records, data that has to be reshaped, or apps with no ready-made connector that can still be reached through their API. Usage is billed in credits, so efficient design keeps running costs down.
The power comes with a risk. Large scenarios become hard to follow and fail in surprising places. We build them in small, named sections, add error handlers to every step that can break, and document how each branch works.
- Many apps in one visual map
- Branches for different cases
- Error handling built in
- Any API, not only listed apps
One order moving through your systemsExample
Without Make
- OrderArrives in the shop adminReceived
- InvoiceTyped into accounting laterDelayed
- Stock sheetUpdated when rememberedWrong
- Customer updateSent by hand, sometimesMissed
Three people touch one order, and the numbers still drift.
With a Make scenario
- OrderTriggers the scenarioReceived
- InvoiceCreated in accountingCreated
- Stock sheetUpdated row by rowUpdated
- Customer updateSent on WhatsApp or emailSent
One scenario, and every system agrees within seconds.
(03) Tools we use
The platforms we work in.
We set up, run and report from these platforms, and check every number in them before it reaches your report.
-
Make
Visual scenarios with routers and filters
-
Zapier
Zaps that move leads between your apps
-
n8n
Self-hosted workflows and AI agents
-
ChatGPT
Checks how ChatGPT answers about you
-
HubSpot
CRM, pipelines, forms and marketing emails
-
Zoho CRM
Modules, Blueprint and workflow rules
-
WhatsApp Business
Click-to-chat ads, replies and follow-ups
Logos belong to their owners. Shown to say which platforms we work in, not a partnership.
(04) Why Make
What does Make do best?
We reach for Make when a workflow needs logic, volume or flexibility that a simple automation tool struggles with.
-
Visual, branching workflows
Routers split one scenario into several paths, and filters decide which records go down each one, all visible on a single canvas.
-
Heavy data work
Iterators, aggregators and mapping functions handle lists of records, reshape data between apps and build reports in one run.
-
Recovers from errors
Error handlers such as Retry, Resume and Rollback decide what happens when a step fails, so one bad record does not stop the rest.
-
AI inside the workflow
Make supports AI steps and agents with set goals, tools and limits, so a scenario can sort, summarise or draft as part of the process.
(05) What we build
Which Make scenarios do we build most?
Pick one to see what is involved. Most clients start with one and add more.
01 / 05
Lead intake and routing
Leads from forms, ads, chat and email gathered in one scenario, cleaned, checked for duplicates, scored on your rules and sent to the right CRM pipeline and person.
- One entry point for every lead source
- Duplicates caught before the CRM
- Routing by service, area or score
Scenario
Leads · router
- WebhookNew lead
- Router3 routes
- CRMUpdated
- AlertSent
02 / 05
Orders, invoices and payments
Orders from your shop or booking tool creating invoices, recording payments, updating stock sheets and notifying customers, with checks so figures always match.
Scenario
Order → accounts
- New orderTrigger
- InvoiceCreated
- PaymentRecorded
- StockUpdated
03 / 05
Documents and approvals
Quotes, contracts and onboarding packs generated from templates with the client’s details, sent for approval, filed in the right folder and logged on the CRM record.
Scenario
Deal won → documents
- ContractGenerated
- ApprovalRequested
- FolderFiled
- CRM noteAdded
04 / 05
Scheduled reports
Spend from ad platforms, leads from forms and sales from the CRM pulled together on a schedule into one sheet or dashboard, with an optional AI summary of what changed.
Scenario
Monday report
- Ad spendPulled
- LeadsPulled
- SalesPulled
- SummaryEmailed
05 / 05
Moving from Zapier to Make
For teams whose Zaps have become long, busy or expensive to run. We rebuild them as Make scenarios, test both side by side, then switch over without a gap.
Migration
Zaps → scenarios
- Zaps listedDone
- ScenariosRebuilt
- Side-by-side testPassed
- Switch-overDone
(06) The honest answer
Is Make the right tool for this job?
Make suits workflows with several branches, many records per run or apps that need direct API calls. For a simple two-step task between popular apps, Zapier is often quicker for your team to read and edit. If your data has to stay on your own servers, n8n can be self-hosted.
We are not tied to any of them. On the first call we look at the workflow and tell you which platform we would use, and why.
Ticked0 of 6
Nothing ticked yet. A simpler Zapier workflow may be enough; a call helps us decide.
A few ticked. Make could be a good fit; let us look at the workflow in detail.
Most ticked. Make is likely the right platform, and a well-structured scenario will stay easy to maintain.
(07) Make + Zoho CRM
Make does the work around your CRM.
Most of the scenarios we build start or end in a CRM: a lead arriving, a deal moving stage, a customer paying an invoice. The automation is only as good as the CRM structure it writes into.
Our CRM team sets up Zoho CRM, HubSpot, GoHighLevel, Salesforce and Dynamics 365 with fields and stages designed for automation, so every scenario has a clean place to put its data.
(08) Our process
How do we build your scenarios?
Five steps. We design on paper first, because a clear map makes a scenario easier to build and to maintain.
-
Map the workflow
We follow the work step by step as it happens today, listing every app, decision and exception, and the volumes involved.
-
Design the scenario
A diagram of modules, routes, filters and error handling, with an estimate of credit use, for you to approve.
-
Build in sections
We build the scenario in your Make organisation in small, named sections, connecting each app with only the access it needs.
-
Test with real data
We run the scenario on real examples, force errors on purpose to check the handlers, and compare results in every app it touches.
-
Launch and monitor
The scenario goes live on a schedule or trigger, with alerts for failures, and we review the first runs and credit use with you.
(09) What is included
What comes with every Make scenario?
Every Make.com automation we hand over has these in place.
-
01
A scenario diagram
A simple map of modules, routes and decisions that anyone can follow.
-
02
Named sections
Modules and routes labelled so the canvas reads like a process, not a puzzle.
-
03
Error handling
Handlers on steps that can fail, plus an alert to the right person.
-
04
Efficient design
Filters and scheduling that avoid wasted runs and keep credit use in check.
-
05
Least-access connections
App connections in your own accounts, reaching only what the scenario needs.
-
06
Handover notes
What triggers the scenario, what each route does and how to pause it safely.
(10) Why Webincline
Why choose us for Make automation?
-
01
We know the apps on both ends
We set up CRMs, run ad accounts and build websites, so we understand the systems your scenarios connect.
-
02
Tool-neutral advice
We build on Make, Zapier and n8n, and choose the platform that suits each workflow.
-
03
Maintainable builds
Named sections, error handlers and notes mean your scenarios can be understood and changed long after launch.
(11) Pairs well with
What works well with Make?
Make connects the systems; these services make sure there is something good on each end.
(12) FAQ
Questions, answered.
Still unsure?
Talk it through with us on a call.
We look at your website, ads and socials with you and point out the quickest wins — you keep the advice either way.
Book a callOr write to webincline@gmail.com
It is building automated workflows in Make, a visual platform where apps are connected as modules in a scenario. The scenario runs on a trigger or schedule and moves and transforms data between your apps.
Yes. Integromat evolved into Make, its new brand and platform, and Integromat itself is no longer supported. If you still have old Integromat workflows documented, we can rebuild them as Make scenarios.
A scenario is Make’s name for a workflow. It is a chain of modules on a visual canvas, with routers, filters and error handlers deciding how data moves.
Neither is better for everything. Zapier is usually quicker for simple workflows between popular apps. Make handles complex branching, lists of records and direct API calls well. We pick per workflow.
Make bills usage in credits, with plans listed on its pricing page. We estimate credit use before building and design scenarios to avoid wasted runs. The plan is paid by you, directly to Make.
Usually, yes. If an app has an API or webhooks, Make can reach it with HTTP and webhook modules. We check the API before quoting.
We add error handlers, such as Retry for temporary problems, Resume with a fallback value, or Rollback to undo changes, plus an alert to the right person. Incomplete runs can be reviewed and retried.
Yes. Scenarios can include AI steps, and Make offers AI agents that work towards a goal with tools and limits you set. We use AI for sorting, summarising and drafting, with a person checking anything sensitive.
Yes. We list your Zaps, rebuild the ones worth keeping as Make scenarios, run both side by side to compare, then switch off the old Zaps.
Yes. We map what the scenario does, fix failing modules, add error handling, split it into clear sections and document it.
Scenarios run in your own Make organisation, with app connections that reach only what they need. We move only the fields a workflow needs and remove our access when the work ends.
It depends on the apps, branches and testing needed. A single scenario can go live quickly once we have access. You get a timeline with the quote.
Yes. On monthly care we watch for errors, update scenarios when apps change and build new ones as you grow.
(13) Book a call
Tell us which workflow to build first.
Describe the workflow step by step and the apps involved. We reply with how we would build it in Make, or a simpler tool if Make is more than it needs.