Discover Business Day-to-Day Operation

Our Make.com professional will firstly conduct an in-person meeting to deeply understand your daily operation. We connect your business data for sources like CRM, sales, marketing, communication, finances, and project management. We don't access your private data without permission. The visual mapping tools convert this digital data into visual form with Make.com. We design modulated automation that better scales your business. By carefully reviewing your repetitive tasks, we identify where automation can deliver the greatest efficiency. We analyze the recurring task, from lead assignment and client update to order processing. These insights allow us to automate blueprints inside Make.com, such as sending notifications, syncing databases, or processing leads.

Visual Workflow & Mapping

Using Make.com Visual Builder, our team converts your operation into real-world business processes. Every trigger, action, and data connection is mapped clearly, allowing you to see how each app interacts. You can clearly see how your data moves across systems like CRMs, emails, marketing tools, and analytics dashboards. We apply advanced logic conditions and decision branches that allow your automation to respond to real business scenarios. Our workflow is designed especially to grow your business.

AI-Driven Workflow & Logic Enhancements

We design conditional triggers and logic paths, integrate key platforms like HubSpot, Zoho, Salesforce, and ensure seamless data flow and accuracy through Make.com’s advanced mapping tools. We integrate AI functionalities, including automated customer responses, sentiment analysis, predictive analytics, and document summarization — allowing businesses to operate intelligently and efficiently. Each automation is modular, secure, and designed to scale with your business growth while meeting international compliance standards.

Scalable & Secure Automation Structure

After analyzing your daily operations, our specialists design an automation system that brings together your CRM, marketing, finance, and project tools under one digital roof. Every automation is visually mapped, so you see exactly how your data moves and which pieces are optimized. Our system goes a step further by incorporating AI capabilities to enhance decision-making and reduce operational lag. You'll see how everything works in real-time dashboards and be fully in control. The result, a secure, modular, and scalable automation network built to evolve with your organization.

Test, Maintenance, & Optimization

At Tech Soft Consultants, your Make.com automation setup doesn't step before the line. We run extensive testing to ensure every workflow operates flawlessly. We analyze execution speed, system load, and error handling that mirror your real business environment. After successful testing, we optimize your system to make it faster and easier to manage. After implementation, our automation team provides continuous maintenance, real-time monitoring, and issue resolution. Our ongoing support includes monthly health checks, error monitoring, and adding new modules as your tools and operations expand.

1. Lead Capture and Smart CRM Connection

Manually moving leads from ads or forms into a CRM can cause delays and data loss. With Make.com, this entire chain becomes fully automated. The moment a lead submits a form or clicks an ad, Make.com collects data into your CRM and triggers instant sales notification in Slack or Microsoft Teams, ensuring no delay.

Example: A real estate agency connected Facebook Lead Ads → Google Sheets → HubSpot → Slack, cutting lead response time from hours to just 3 minutes.

Results:
65% faster response rate
No missed or duplicate leads
Better customer experience from instant replies

2. Seamless Client Onboarding for Service Companies

For marketing, design, or web development agencies, onboarding each new client involves repetitive setup: contracts, folders, templates, and internal tasks. We design Make.com workflows that handle this entire process automatically. Once a client signs a contract (via DocuSign or PandaDoc), Make.com automatically:

• Creates a new project folder in Google Drive
• Adds client info to Notion or ClickUp
• Sends a welcome email
• Notifies your team that the onboarding is complete

Example: A digital agency automated onboarding and saved 12 hours of admin time per client.

Results:
Zero manual setup
Instant communication with clients
Consistent onboarding experience

3. Marketing & Social Media Automation

Content teams often juggle multiple social accounts, ad campaigns, and analytics platforms. With Make.com marketing automation, all these workflows connect into one system. We create automation that:

• Pulls blog content or visuals from Google Drive
• Uses ChatGPT to write captions
• Schedules posts via Buffer or Meta
• Tracks engagement with Google Analytics
• Generates weekly reports for managers automatically

Example: A fashion brand uses Make.com to plan, post, and analyze campaigns — reducing manual scheduling by 80%.

Results:
AI-written captions tailored to tone and product
Daily marketing reports sent automatically
Teams are free to focus on creative strategy

4. E-Commerce & Order Fulfillment Automation

E-commerce businesses lose valuable time syncing orders, updating stock, and generating invoices. Make.com can automate the entire retail chain. When a customer buys an item from Shopify, the automation:

• Updates inventory in Google Sheets or Airtable
• Generates an invoice in QuickBooks
• Sends a confirmation email
• Notifies the packing team via Slack
• Logs transaction data for analytics

Example: An online cosmetics store automated order handling — saving 30 staff hours weekly and achieving 99% accuracy in order tracking.

Results:
Real-time stock updates
Faster dispatch and invoicing
Fewer errors and improved customer satisfaction