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September 10, 2024
Make connects your existing marketing technology tools, boosting your lead processing and management. Whether automating a simple or custom marketing task, Make’s platform helps you get the most from every lead.
Make is a visual integration tool where you drag and drop apps to automate workflows. These automations, called “scenarios,” improve your lead capture and processing.
Imagine creating an automation to qualify, route, and enrich leads while ensuring your sales team gets the right information efficiently.
Most lead processing automations begin when you generate a new lead and need to move it into your CRM.
In the past, marketers relied on developers and coding to transfer leads between platforms.
With Make, you can easily link your lead generation platform to your CRM. For example, when a new lead is captured on LinkedIn, it can automatically trigger the addition of that lead to HubSpot instantly.
Integrating lead acquisition channels with your CRM is helpful, but acting on leads requires more detail.
Marketers understand that qualifying and prioritizing leads is essential to ensure both marketing and sales teams focus on the right prospects.
With Make, you can use artificial intelligence to automatically qualify leads. For example, LinkedIn profiles offer valuable data—such as seniority, company type, and size—that can inform lead qualification and help prioritize follow-up.
You might think of asking ChatGPT to assess lead priority, but since it’s not directly connected to your CRM, it couldn’t segment leads effectively.
However, by integrating OpenAI’s technology into your workflow, you can use the output—like a quality score—and instantly add it to CRM records when new leads are created.
In addition to direct access to OpenAI, Make offers a variety of AI tools. Using AI in your workflows instantly enhances your lead management process. Instead of manually analyzing data and making difficult prioritization decisions, AI can enrich your leads in seconds.
This helps you achieve more impactful results, giving you a clearer understanding of your leads' potential and allowing you to focus your efforts where they matter most.
Now that you've added qualified leads to your CRM, it's time to put them to use. By adding extra modules to your scenario, you can easily create smart, custom lead nurturing.
In the example below, the scenario will notify the sales team via Slack about only high-quality leads, so sales execs can focus on impactful follow-ups.
By handing off sales leads immediately after they're captured and segmented, you can seize the best opportunities quickly, maximize conversions, and drive business growth.
However, not every lead is equal. To enhance your lead nurturing, you could route lower-quality leads to an email nurture campaign in tools like Mailchimp.
You’ve now successfully built and expanded a scenario that captures and nurtures leads while strengthening the relationship between your marketing and sales teams.
However, the journey doesn't end with lead capture and outreach. Make enables you to close the loop by collecting essential audience and conversion data, transforming it into actionable insights that drive your targeted marketing efforts.
In this additional scenario, see how you can use the valuable audience data collected in HubSpot to retarget leads on platforms like LinkedIn, Apollo, and Facebook.
This is data-driven marketing in action – and the virtuous circle that many marketers dream about.
By feeding conversion data back into your workflow, powering new, targeted campaigns, you can craft highly personalized and relevant content tailored to the specific needs and behaviors of your leads — something we all know can drive performance.
As you can see, Make empowers visionary marketers by streamlining lead capture, decision-making, and routing, while offering added flexibility in your workflows.
These workflows are just examples of how Make’s intuitive automation can seamlessly integrate your mar-tech stack and drive business growth. Make goes beyond lead capture and processing — it connects the dots across your entire marketing technology ecosystem.
No matter which tools you use, Make’s smart solutions help you get the most out of your leads in record time. With access to over 1,800 apps, including 200+ CRMs, the platform ensures no lead gets left behind.
For implementation queries or to see automation in action, reach out to us or book a demo: http://demo.flexusflow.com
For implementation queries or to see automation in action, reach out to us or book a demo: http://demo.flexusflow.com
