Connect Pointerpro (AU) integrations
Digitize your consulting advice by connecting Pointerpro (AU) to auto-generate branded PDF feedback reports from client responses. Linking your assessments to our workflow automation tool lets you instantly create contacts, update database records, and route custom evaluations. Sign up for a free Make account today to deploy your first advice-delivery engine.
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Pointerpro (AU)
Automate Pointerpro (AU) and optimize your data workflows with Make
Use Make to connect Pointerpro (AU) with your everyday tools. Instantly sync leads to your CRM, store PDF reports in the cloud, trigger emails, and send automatic team notifications to work smarter and faster.
Automate CRM updates and lead capture
Instantly sync contact details and assessment scores from Pointerpro to your CRM without manual data entry.
Trigger personalized email campaigns
Connect assessment results to your email marketing tools to send tailored follow-ups based on the user's answers.
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Simplify report storage and sharing
Automatically save personalized PDF reports to cloud storage platforms like Google Drive or Dropbox as soon as they are generated.
Centralize your assessment data
Send test results and quiz data directly to spreadsheets or databases for hassle-free tracking and analysis.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.