Why “Make” Stands Out in Automation.

Make’s visual, drag-and-drop interface allows agencies to design multi-step workflows without coding. With 1,000+ integrations—including Google Workspace, Slack, CRMs (HubSpot, Salesforce), e-commerce tools (Shopify), and payment processors (Stripe, PayPal)—Make bridges gaps between systems to:

• Automate lead capture and nurturing.
• Streamline customer support.
• Generate real-time operational reports.

Leveraging conditional logic, data transformation tools, and error handling, agencies ensure timely, personalized customer interactions, driving conversions and client retention.

How it works?

Marketing agencies are under constant pressure to optimize workflows and deliver rapid, personalized responses to potential clients. One of the most effective ways to meet these demands is by leveraging automation tools like Make (formerly Integromat).

In this article, we present a simple yet detailed, step-by-step example of how to create and deploy an automation that captures new leads via a Google Form, logs the details in Google Sheets, and sends a personalized confirmation email—all without writing a single line of code.

To get started, first log in to your Make account and navigate to the dashboard. Here, you’ll click the “Create a New Scenario” button to open the scenario editor. Your automation begins with a trigger; for our example, select the Google Forms module and choose the “Watch Responses” trigger.

This trigger monitors your form for new submissions. You’ll need to connect your Google account and provide the specific Form ID (which can be found in the form’s URL) so that Make knows exactly which form to monitor. With the trigger configured, every new form submission will automatically initiate your scenario.

Once the trigger is in place, add your first action module by selecting Google Sheets. Choose the “Add a Row” action, which will log the new lead’s details into a designated spreadsheet. In the module’s settings, map the form fields—such as name, email address, and phone number—to the corresponding columns in your Google Sheet. This mapping ensures that every detail captured through the form is accurately recorded for future reference and analysis.

Next, enhance the automation by adding another action module—this time, select an email service like Gmail.

Configure the module to send a confirmation email to the lead using the data from the form submission. In the email settings, define the recipient’s email address, a compelling subject line, and a personalized message body that thanks the lead for their interest and outlines the next steps in your engagement process.

By automating this email, you immediately acknowledge each new inquiry, reinforcing a positive customer experience from the outset.

Before deploying the automation, it’s crucial to test the entire scenario. Click “Run Once” in Make’s scenario editor and submit a test response through your Google Form. Verify that the test data correctly appears in your Google Sheet and that the confirmation email is received as expected.

Once you’re confident that all components work seamlessly, activate the scenario. This scheduled, continuous execution ensures that every new lead is handled automatically without any manual intervention.

The following table summarizes the key steps and components involved in this automation workflow:

Step	Module/Action	Description	Estimated Setup Time
1. Create Scenario	Make Dashboard	Log in, create a new scenario, and open the scenario editor.	10 minutes
2. Set Up Trigger	Google Forms (“Watch Responses”)	Connect your Google account, select the form, and configure the trigger.	15 minutes
3. Log Data	Google Sheets (“Add a Row”)	Map form fields to spreadsheet columns to record lead details.	15 minutes
4. Send Confirmation	Gmail (or preferred email service)	Configure and map email fields to send a personalized confirmation message to the lead.	15 minutes
5. Test & Deploy	Run & Schedule	Test the scenario with a sample submission; activate for continuous monitoring.	10 minutes

This straightforward automation workflow demonstrates how marketing agencies can streamline lead management processes while ensuring rapid and personalized follow-up communications.

By reducing manual data entry and response delays, your agency can focus on strategic decision-making and client engagement. Whether you’re capturing leads from online forms or integrating multiple communication channels, Make provides the intuitive, no-code platform to scale your operations efficiently.

Key Use Cases for Marketing Agencies

1. Lead Capture & Nurturing

• Workflow Example:
  1. A lead submits a website form or engages with an ad.
  2. Make auto-syncs data to a CRM (HubSpot, Airtable).
  3. Trigger personalized emails/SMS and Slack/Trello alerts for sales teams.
• Tools: Typeform, HubSpot, Slack.
• Setup Time: 1–2 hours (varies by complexity).

2. E-Commerce Sales Recovery

• Solve Cart Abandonment:
  • Send automated reminders, discounts, and retargeting ads.
• Tools: Shopify, MailerLite, Facebook Ads.
• Setup Time: 2–3 hours.

3. Customer Support Automation

• Workflow:
  • Convert emails/messages into tickets (Zendesk, Trello).
  • Auto-assign tickets and send post-resolution feedback surveys.
• Tools: WhatsApp, Trello, Zendesk.
• Setup Time: 2 hours.

4. Business Operations & Reporting

• Automate:
  • Invoicing (Stripe, PayPal).
  • Transaction updates in Google Sheets.
  • Real-time team notifications.
• Tools: Stripe, QuickBooks, Google Sheets.
• Setup Time: 1.5 hours.

5. Marketing Campaigns

• Automate: Social media posts (LinkedIn), email blasts (MailerLite), and WordPress content updates.
• Tools: WordPress, LinkedIn, MailerLite.
• Setup Time: 1.5–2 hours.

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Workflow Summary Table

Phase	Workflow	Tools Used	Setup Time (Est.)
Lead Capture	Auto-follow-ups & CRM sync	Typeform, HubSpot, Slack	1–2 hrs
Sales Recovery	Cart abandonment reminders	Shopify, MailerLite, FB Ads	2–3 hrs
Customer Support	Auto-ticketing & replies	WhatsApp, Trello, Zendesk	2 hrs
Business Ops	Invoicing & reporting	Stripe, QuickBooks, Sheets	1.5 hrs
Marketing	Social & email automation	WordPress, LinkedIn, MailerLite	1.5–2 hrs

Strategic Impact for Agencies

By automating workflows with Make, agencies can:

• Reduce manual tasks by 30–50% (based on typical use cases).
• Enhance client satisfaction through timely, personalized interactions.
• Focus on creativity while technology handles routine operations.

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Why Choose Make Over Zapier?

• Advanced Customization: Multi-step workflows with conditional logic.
• Cost-Effective: Plans start at $9/month (vs. Zapier’s $19.99).
• Scalability: Handles complex enterprise needs with ease.

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Final Takeaway

For agencies aiming to lead in the digital age, Make is not just a tool—it’s a strategic imperative. By automating lead capture, sales recovery, support, and operations, teams unlock efficiency, accuracy, and growth.

Ready to Automate?

➤ Explore Make: https://www.make.com