Zapier & Make Automation
Workflow automations and app connectors for seamless business processes
Automate Your Business Workflows
We leverage the power of Zapier and Make (formerly Integromat) to connect your apps and automate repetitive tasks. These powerful no-code platforms allow us to create efficient workflows that save time, reduce errors, and help your team focus on what truly matters.
Key Benefits
Connect 5000+ Apps: Integrate with thousands of popular applications without custom coding or API development.
Automate Repetitive Tasks: Eliminate manual data entry and repetitive processes that waste valuable time.
Error Reduction: Remove human error from your workflows with consistent, automated processes.
Real-time Processes: Trigger actions instantly when events occur, without waiting for manual intervention.
Scalable Solutions: Handle increasing workloads without adding more staff or hours to your day.
No Coding Required: Implement powerful automation without technical expertise or development resources.
Platforms We Specialize In
Zapier
Connecting 5000+ apps with easy-to-build automated workflows called Zaps.
- ✓User-friendly interface
- ✓Extensive app directory
- ✓Simple trigger-action flows
- ✓Multi-step Zaps
Make (Integromat)
Visual automation platform for creating complex, conditional workflows with powerful data processing.
- ✓Visual workflow builder
- ✓Advanced data mapping
- ✓Complex routing and conditions
- ✓Powerful error handling
Common Automation Use Cases
Lead Management
Automatically capture leads from forms, add them to your CRM, assign to sales reps, and trigger follow-up emails.
Document Generation
Create invoices, proposals, contracts, and other documents automatically when triggered by specific events.
Reporting Automation
Generate and distribute reports on schedule, pulling data from multiple systems into a unified format.
Alert Systems
Set up notifications for critical business events via email, SMS, or Slack based on specific triggers.
Data Synchronization
Keep customer, product, and order data consistent across multiple platforms and databases.
Appointment Scheduling
Automate the entire appointment booking process, from calendar updates to confirmation emails and reminders.
Case Study: Marketing Automation Transformation
Client: Regional Service Provider
Challenge: The client was manually processing leads from multiple sources, resulting in delayed follow-ups, data entry errors, and inconsistent customer communication.
Solution: We implemented a comprehensive Zapier workflow that:
- Captured leads from website forms, Facebook ads, and email campaigns
- Added leads to their CRM with appropriate tags and source tracking
- Assigned leads to sales reps based on territory and availability
- Triggered personalized email sequences based on lead source and interests
- Notified sales reps via SMS for high-priority leads
- Generated weekly performance reports for management
Results:
- Lead response time reduced from hours to minutes
- 45% increase in lead-to-appointment conversion rate
- 15 hours per week saved in manual data entry
- Consistent follow-up for 100% of leads (up from 78%)
Our Automation Process
We follow a structured approach to deliver effective automation solutions:
- 1
Process Analysis
We map your current workflows and identify opportunities for automation.
- 2
Platform Selection
We determine whether Zapier, Make, or a combination is best for your needs.
- 3
Workflow Design
We design automation flows with triggers, actions, and error handling.
- 4
Implementation & Testing
We build and thoroughly test each automation to ensure reliability.
- 5
Documentation & Training
We provide documentation and train your team to manage the automations.
Popular App Connections
Gmail/Outlook
QuickBooks
Salesforce
Google Sheets
Slack
Shopify
DocuSign
Calendly
These are just a few examples. We can connect virtually any web app with an API.
Ready to automate your business processes?
Contact us to discuss how Zapier and Make can help streamline your workflows and save valuable time.
Get Started