Use Cases

Marketing

Sales

Teams

Learn about the three solutions for marketing, sales, and customer success ops teams that will save you valuable time to focus on the projects that matter.

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3 Solutions to Automate Your RevOps Processes

We highlight the Integromat scenarios that you can use to automatically notify employees when they need to assist on tasks that are related to the sales pipeline. 

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How to Automate Data Collection - Part 5: CRM Systems

Data

We highlight the Integromat scenarios that you can use to automatically collect leads through chatbot marketing.

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How to Automate Data Collection - Part 4: Chatbot Marketing

We highlight the Integromat scenarios that you can use to automate lead data collection from paid ads.

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How to Automate Data Collection - Part 3: Paid Ads

Email 

Integromat scenarios that you can use to automate email marketing segmentation. 

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How to Automate Data Collection - Part 2: Email Marketing Segmentation

Leads

Enterprise

Learn how to automate lead scoring on the spot based on criteria like customer profile, lead potential, and lead intent. Integromat makes it possible!

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How to Automate Lead Scoring With Make

Customers

We show you how to automatically track and collect customer testimonials from review sites like Capterra, G2, and Trustpilot.

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How to Automatically Collect Customer Testimonials [Tutorial]

Ecommerce

Learn how to automatically forward invoices to your finance team in this fourth and final installment of our procurement automation series.

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How to Automate Procurement in Your Shopify Store - Part 4

In the third part of our procurement automation series, we show you how to automate purchase order creation for your Shopify store.

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How to Automate Procurement in Your Shopify Store - Part 3

In the second part of this series we show you how to sync Airtable and QuickBooks, laying the groundwork to automate purchase orders for your Shopify store.

shopify

How to Automate Procurement in Your Shopify Store - Part 2

Learn how to create a procurement automation system from scratch for your Shopify store, starting with tracking stock levels automatically.

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How to Automate Procurement in Your Shopify Store - Part 1

Partners

Learn how to build your first Webflow website powered by Notion as your CMS. Take advantage of Notion's flexibility to create an SEO-friendly Webflow site!

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How to Use Notion as a CMS for Your Webflow Site [Tutorial] 

Finance

Learn how to easily save Revolut draft payments to a Google Sheets spreadsheet for friction-free record-keeping.

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How to Create Your First Revolut Business Automation [Tutorial]

Workflows

Learn how to create a churn management solution that identifies cancelled subscriptions so you can deploy winback programs and reduce churn on the spot. 

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How to Track SaaS Subscriptions to Reduce Churn [Tutorial]

Can you export issues from Jira to Excel? Yes, you can. In this tutorial, we show you how to do it, and also to automate Excel reports with the resulting data.

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How to Export From Jira to Excel Using Make [Tutorial]

Influencer campaign tracking is causing you trouble? Learn how to track conversions from influencer campaigns using Integromat, Airtable, and Mixpanel.

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How to Track Influencer Campaigns With Make

Accounting

This invoice automation solution is useful for freelancers and companies that wish for a standardized process capable of delivering instant productivity gains.  

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How to Get Paid Fast: A Do-It-Yourself Automated Invoicing System

Social media

Learn how to schedule and post tweets automatically from a Notion database with this step-by-step Integromat tutorial. 

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Can You Tweet From Notion? Yes, and Here’s How to Do It [Tutorial]

Learn how automation can help you tackle the typical challenges you face when using Instagram for Business. 


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Instagram for Business Automation: Tips and Best Practices

Automated Twitter notifications help you cash in on fresh information. Here, we will show you how to get someone's tweets before 99% of other Twitter users do.

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How to Get Someone's Tweets Before Anyone Else Does

Learn how to automate one of the most time-consuming dropshipping processes there are: Sending Shopify orders to manufacturers for fulfillment.  

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How to Auto Send Shopify Orders to Dropshipping Suppliers [Guide]

Do you track Strava activities and want more in-depth analysis? Learn how to automatically transfer Strava data to Google Sheets to keep track of your progress.

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Like a Champ: How to Save Strava Activities to Google Sheets

Productivity

Excel automation to improve your work. Here you will find 27 solutions to automate Excel, covering tasks related to sales, e-commerce, marketing, and more.

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25+ Best Excel Automation Templates for Epic Productivity

Tools

In this guide, we will show you how to create GitHub - Jira integrations that lessen the burden on project managers and developers. 

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The Easiest Way to Integrate GitHub and Jira [Step-by-Step Guide]

Learn how to use the "Make an API call" module in Make. Get access to any API you want to automate your tasks!

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How to Make an API Call With Make [Tutorial]

Mentions, hashtags, keywords: Learn how to automatically monitor Twitter in a step-by-step guide covering all the details.

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How to Automatically Monitor Twitter for Mentions & Keywords  [Tutorial] 

Our favorite Cognito Forms integrations to save time and increase productivity. Connect Cognito Forms with HubSpot, Trello, Google Sheets, and more products to automate data exchange between apps.

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7 Time-Saving Cognito Forms Integrations to Simplify Form Building

Spending too much time on repetitive sales tasks? Learn how to automate your processes and focus on selling instead.

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10 Sales Processes You Can Automate Right Away with Make

Learn how to link bases in Airtable using Integromat. Streamline your projects, manage data visibility, and automatically copy records from one base to another.

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How to Link Bases in Airtable: A Step-by-Step Guide

Did you know that you can create UTM links using Slack? Let us show you how to automate the process to better track your website traffic in Google Analytics.

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Using Slack to Create UTM Links: A Step-by-Step Guide

As your list of saved Reddit posts builds up, it becomes difficult to manage them. Here, we show you how to export posts automatically for better results. 

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The Ultimate Solution to Organize Your Saved Reddit Posts

Learn how to automatically send new WooCommerce Orders to Shopify with our step-by-step guide by a certified Integromat Partner Andy O’Neil.

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How to Send New WooCommerce Orders to Shopify Using Make

Ready to automate your invoices but not sure where to begin? Check out these 7 invoice processing tasks you can automate to save countless hours of your time.

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7 Easy Ways to Automate your Invoices (and Save Hours of Your Time)

Five tips to reduce your cart abandonment rates, with the goal of increasing your conversions and revenue.

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5 Tips to Reduce Your Shop's Cart Abandonment Rates

Maximize the potential of the resources you already pay for with these automated digital agency workflows that connect ClickUp to other apps in your toolkit. Do more, scale faster, and provide better services!

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11 Best ClickUp Integrations for Digital Agencies

Learn how to use Typeform to improve your ecommerce business and gain a competitive edge in a simple, structured fashion with the following tips. 

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7 Ways to Optimize Your Ecommerce Store with Typeform

Project management

Connect bases to other apps, automate data inputs and outputs, and create data pipelines with these simple, useful Airtable integrations. 

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9 Airtable Integrations You Can Deploy in Minutes with Make

In this second installment of the task automation series, you will learn how to automate tasks related to social media, forms, analytics, and more!

Task automation

Task Automation: 50 Tasks You Can Automate with Make - Part 2

What is task automation? What can be automated? Learn about task automation and put it in practice with one of the 25 examples available in this article.

Task Automation: 50 Tasks You Can Automate with Make - Part 1

New to Facebook integrations? In this guide, you will learn what are they, reasons to implement them, and how to create them using cloud integration tools.

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Facebook Integrations: A Guide for Beginners

Can you send an automated "thank you" email from Shopify? Of course you can. Learn how to, and let Integromat do the heavy lifting for you.

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Shopify Email Automation: Gain a Competitive Edge with Simple Automated Scenarios

No-code

New to automation? Take a look at these 3 projects and start your no-code automation journey today with the help of Make.

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3 No-Code Automation Projects Anyone Can Deploy in Minutes

Zendesk is a great customer engagement tool, but let’s face it: when it comes to automation, things can get complicated fast.

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Zendesk Automation: 5 Make Templates to Get You Started

Want to see what's happening with your brand on Reddit? We'll show you how to track keywords and brand mentions on Reddit using two simple methods.

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Tracking Brand Mentions on Reddit: Two Proven and Effective Methods

SaaS partner

Tired of delivery app fees? Create a food ordering system that covers the entire end-to-end process without any coding using Paperform and Integromat. 

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On Its Way: A No-Code Food Ordering System for Your Restaurant

News

In an effort to support communities, businesses, and institutions, we are introducing the COVID-19 Make App. Get real-time data for your project now!

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Introducing the COVID-19 App: Real-Time Data for Your Project

Even when it's 100% digital, hardly anyone cheers at the prospect of having to spend time doing paperwork. With Integromat, you can start automating it all.

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Paperwork Automation: Rental Reference Letters

Have a lot of Twitter followers and need to keep track of them? This tutorial shows how to use the Array Aggregator and a Data Store to save your followers.

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How to Use the Array Aggregator to Save New Followers from Twitter to a Data Store

Use Integromat to develop your own SoundCloud automation and improve workflows related to audio production, distribution, and promotion.

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SoundCloud Automation: Learn What You Can Do with Make

The array aggregator is a unique Integromat tool that can take your scenarios to a whole new level. Check out this tutorial to see a real-life

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The Array Aggregator: Learn How to Use This Tool in a Scenario

Are you a podcaster, producer, or musician? This use case will show you how to overcome a cumbersome part of your job: uploading files to SoundCloud.

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Auto Upload Podcast Audio from SFTP to SoundCloud

Use Pipedrive and Google Docs to safely automate contract creation, email the contract to the client and update the stage in Pipedrive.

Contract

Google Docs - Create a Contract Dynamically for a New Deal in Pipedrive

The are many reasons to back up Google photos and videos, but most of us just want one thing: a safe place for our snapshots. 

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4 Ways to Backup Your Google Photos and Videos

Looking to replace all your old logos on your Google Docs? Instead of doing it manually, use Integromat and automate the whole process. Let's take a look!

Logos

Google Docs - Automatically Replace All Old Logos on Current Documents with a New Logo

Looking for embedded Kanban boards for your SAP environment? Create a Kanban board for your SAP Focused Build using Integromat and Taiga. 

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Creating an Open Source Kanban Board for SAP - Focused Build

Elevate your email marketing strategies by automatically attaching images to the email blasts you send. Learn how to do it using this Integromat tutorial!

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How to Use HTML to Send Emails with Embedded Images

Productivity automation is preparing your company for the next 10 years. Use Make to create ClickUp integrations and enjoy the benefits of automation!

A woman with a laptop automating her tasks and productivity.

Automate Your Productivity in One Place with ClickUp and Make

Use Integromat to watch for RSS feed items and auto post them to a Wordpress site. No more consuming time manually publishing content to multiple sites!

A woman with a laptop reading news using her RSS channel.

How to Retrieve RSS Feed Items and Post to WordPress

Start auto-posting on Facebook Pages, Twitter, and LinkedIn using this social media distribution system created with Integromat.  

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Create Your Own Social Media Distribution System

Still manually updating Google Sheets and creating Xero invoices for orders received through email? Learn how to automate this process!

A laptop showing automated accounting and invoicing processes.

How to Automatically Transfer Email Purchase Orders to Google Sheets and Create Invoices with Xero

Tired of the repetitive (and costly) task of importing Google Sheets data into Bubble? Automate the workflow and move data between apps seamlessly (and for free).

How to Make an API Call With Make [Tutorial]

Most popular use cases

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