Automate your sales workflows. It's a big deal.

If leads are the lifeblood of your business, then you can’t risk any slipping through the cracks. When you use Make software to connect your sales systems, you benefit from automating your processes so you can close more deals faster.

recvoY4HJI5pL5Niy-secondary

How does sales automation work?

Sales automation leverages technology to streamline repetitive and time-consuming tasks in the sales process, transforming how teams operate. By integrating automation tools into workflows, sales teams can shift their focus to what truly matters — building strong relationships and sealing deals. Central to sales automation are tools like CRMs, email automation platforms, and analytics software, which ensure that every sales activity is timely, personalized, and highly efficient.

Our sales apps offer a suite of tools to automate everything from prospecting, outreach, and lead scoring to follow-up emails, appointment scheduling, and data entry. This empowers sales teams to maintain consistent communication without manual intervention, which ultimately boosts productivity and improves customer experience.

recvoY4HJI5pL5Niy-hero

Use Cases

Automate your sales workflows with Make

Outreach

Personalized outreach messages, follow-up calls, and close tracking of prospects in your CRM are just some of the proven ways to drive sales. But they take manual work. Automation for outbound outreach, using Make to connect the tools you already rely on, gives you the power to level up your performance.

rec5TJ99GZMfb8gDw hero

Prospecting

Prospecting is a necessary step in the sales process, but it’s highly repetitive and time-consuming. Moving a deal forward shouldn’t put your sales team at a standstill. Let Make orchestrate your prospecting process and discover ways to integrate AI to your existing sales stack. In no time, you'll be automating routine, daily prospecting tasks so you can spend more time closing deals.

ect2qJLMocqWBa5x hero

Contracting

Contracts are critical, which is why so many people insist on managing them manually. But drafting, reviewing, and distributing contracts is a time-consuming process with the potential for compliance errors and slowing deals. Make can tackle automated contracting, connecting your internal data systems with simple-setup scenarios.

automate contracting

Benefits of sales automation

With Make's sales automation software, you can set up workflows that automatically trigger actions when certain conditions are met. These automated workflows can be customized to handle prospecting, outreach, contracting, lead processing, and more.

benefit of automation
Enhanced productivity

Automate time-consuming tasks within the sales process like contracting, lead management, and follow-ups, enabling your team to focus on closing deals and driving growth.

Improved accuracy as benefit of automation
Error-free processes

Reduce mistakes by automating complex sales workflows, ensuring accurate data management and consistent execution across your sales pipeline.

next level personalization as benefit of automation
Personalized outreach

Leverage sales automation to deliver highly targeted messages and offers while using insights from customer data to build stronger, more meaningful relationships.

Get started free →

How to automate your sales processes

Ready to start reaping the benefits of Make's sales automation? We've got what you need to get started.

step 1 in automation - Identify the right tasks
Pinpoint core sales tasks

Identify recurring sales activities, such as lead follow-ups, data entry, and appointment scheduling, that can be automated to save time and boost efficiency.

step 2 how to start with automation - choose the right software
Select the right automation tool

Choose a robust sales automation software like Make that aligns with your team's needs, integrates with your CRM, and complements your existing tech stack.

step 3 for automation: browse templates
Browse templates

Explore Make's ready-to-use sales templates to find quick solutions for common sales automation tasks.

step 4 in automation: create a workflow
Build your first workflow

Design a tailored workflow that automates the identified sales tasks to ensure seamless integration between your existing sales tools for a streamlined process.

How Automation Can Help Reduce Lead Response Times by 99%

Learn how a company in the sustainable energy sector benefits from an automated lead follow up system built with Make, Airtable, and Pipedrive.

how automation can reduce lead response times

FAQ

What is sales automation?
How does sales automation help my business?
What should I look for in a sales automation software?
Does sales automation work for small businesses?
How do I get started with Make?
What is a scenario?

How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

make-automation-software-how-it-works-video-cover

Trusted by 500,000+ Makers

“Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieve our support team. It is difficult to not become a fan.”

Philipp Weidenbach

Head of Operations at Teleclinic

"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."

Cayden Phipps

COO at Shop Accelerator Martech

"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."

Ekki Smaly

Product Owner at Smaily

"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."

Andreas Wixler

CTO & Co-founder at FINN