Make.com (formerly Integromat) is one of the most powerful automation platforms available — more flexible than Zapier, with a free tier that covers most small business needs. The problem isn't the tool; it's knowing which workflows to build first. These 10 templates remove that guesswork.
1. Lead Capture → CRM
New form submission from Typeform or Gravity Forms automatically creates a contact in HubSpot or Pipedrive. Tags the lead source so you know exactly where each contact came from. No copy-pasting, no missed leads.
2. New Lead → Slack Alert
When a new contact hits your CRM, a Slack message fires to your sales channel with the lead's name, email, and source. Your team sees it instantly — no dashboard-checking required. Never miss a hot lead.
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3. Gmail → Google Sheets Logger
Every inbound email matching a label (e.g. "Orders") logs to a spreadsheet: sender, subject, timestamp. Useful for tracking customer inquiries without a ticketing system. A lightweight audit trail that costs nothing to maintain.
4. Stripe Payment → Invoice PDF
Triggered on every completed Stripe charge: generates an invoice PDF and emails it to the customer automatically. No manual invoice creation, no delayed follow-up. Every payment gets a receipt without you lifting a finger.
5. New Order → Fulfillment Notification
When a WooCommerce or Shopify order is placed, a formatted summary is sent to your team via email or Slack. Includes the customer name, items, and shipping address in a clean message. Your fulfillment team knows about every order in real time.
6. RSS Feed → Social Post
New blog posts automatically queued as LinkedIn or Twitter/X posts via Buffer. Point it at your own blog or a competitor's RSS feed and let it run. Your content calendar runs itself.
7. Google Form → Airtable + Email
Form responses land in Airtable and trigger a confirmation email to the submitter — great for event registrations or intake forms. The submitter gets a professional acknowledgment; you get a structured database of responses. No manual copy-paste between tools.
8. Calendly Booking → CRM Contact
Every new Calendly booking creates or updates a CRM contact with the meeting type and date. The context is there before you walk into the call. No manual data entry after calls.
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9. E-commerce Abandoned Cart → Email
When a cart is abandoned (Shopify), trigger a follow-up email 1 hour later with the cart contents. Simple, automated, and effective — abandoned cart emails typically recover 5-15% of lost sales. Recovers revenue on autopilot.
10. Weekly Report Digest
Every Monday at 8am, pull data from Google Analytics + Google Sheets and send a formatted summary email to yourself. Revenue, traffic, top pages — all in one place before you start your week. Your week starts with the right numbers.
These 10 scenarios cover the workflows most small businesses run manually every day. Make.com's visual builder makes them easy to set up even without technical experience — most take under 30 minutes with a ready-made template as your starting point.