CRM Sync & Automation (make.com)
Designed for B2B companies, B2C businesses, entrepreneurs, and freelancers who need reliable data flow across multiple platforms. Using make.com, we build automated workflows to sync contacts, deals, leads, product and order data, task lists, calendars, and custom fields between your CRM, marketing tools, e‑commerce platforms, support systems, spreadsheets, and more.
Key benefits
- Reduce manual data entry and human errors by automating repetitive syncs and updates.
- Save time by eliminating duplicate work and accelerating lead-to-customer workflows.
- Maintain a single source of truth: keep records consistent across sales, marketing, finance, and support tools.
- Improve responsiveness: trigger follow-up actions, notifications, and tasks instantly when important events occur (new lead, closed deal, order placed, support ticket created).
- Scale easily: add new apps or adjust mappings without heavy development effort.
What’s included
- Initial audit of your current systems and data flows.
- Custom workflow design and mapping of fields between systems.
- Implementation on make.com with error handling, throttling controls, and retry logic.
- Testing across typical and edge-case scenarios.
- Documentation of workflows and admin instructions.
- Optional ongoing monitoring, maintenance, and change requests.
Ideal for
- Small and mid-size B2B and B2C companies that use multiple SaaS tools and need consistent customer records.
- Entrepreneurs and freelancers who want to automate client onboarding, invoicing, bookings, or reporting.
- Teams that need timely data for sales outreach, marketing campaigns, customer success, and finance reconciliation.
Outcomes you can expect
- Fewer duplicate or incorrect records and a measurable drop in data-related support tickets.
- Faster lead response times and improved conversion metrics.
- Reduced manual workload for your team, freeing hours for higher-value work.
- Reliable integrations that reduce the need for custom code and long development cycles.
Add‑ons available
- Real-time webhook triggers for instant workflows.
- Advanced field transformation, deduplication, and enrichment.
- Multi-environment setup (staging + production) and role-based access.
- SLA-backed monitoring and alerting.
If you want, share the systems you need to connect and typical sync frequency, and We’ll provide a tailored scope and estimated price range.
Automate Your Work has 1 pricing edition that costs $750.
Pricing information for Automate Your Work is supplied by the software provider or retrieved from publicly
accessible pricing materials. Final cost negotiations to purchase Automate Your Work must be conducted with the
seller.
Disclaimer: All data you provide is treated as strictly confidential and will not be shared with any third party without your consent. If you prefer, we can sign an NDA or any other privacy agreement to formalize protection. Your information is stored and handled securely, used only for the purposes agreed upon—so you can save time and focus on what matters most.
Pricing information was last updated on August 27, 2025
