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Make software: A complete guide to automating your workflows

iNet Process, Make's official certified representative in France.

Make, formerly known as Integromat, is a powerful automation tool that enables users to connect applications and automate tasks without the need for coding skills. Thanks to an intuitive visual interface, Make facilitates the creation of complex scenarios where modules intervene to automate tasks between various web services. 

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What is the Make tool?

History and development of Make (formerly Integromat)

Make, originally launched as Integromat, is a platform designed to meet the growing need for automation of repetitive tasks in companies of all sizes. Over time, this software has integrated ever more advanced functionalities, now supporting a wide range of applications and modules that facilitate large-scale automation.

How Make works

The way Make works is based on the principle of “modules”, which act as essential elements of workflow tasks. Each module can represent a specific action in an application, such as sending an e-mail or recording data. Users can easily configure complex scenarios by linking these modules, forming a flow of automated tasks that run either on defined triggers, or at regular times.

Why use Make?

Thanks to our multi-disciplinary expertise in make integration, our team can provide you with the best possible introduction to Make, as well as efficient management of your Make automations.

The advantages of Make

Intuitive and powerful

Make stands out for its extremely intuitive user interface, making automation programming accessible even to novices. Despite this simplicity, it offers remarkable power with multiple functionalities, enabling users to build complex scenarios that can efficiently transform and transfer data across multiple platforms effortlessly.

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Great flexibility

Make's flexibility is one of its greatest strengths. Whether integrating CRM, marketing, billing or human resources applications, Make adapts to different needs and industries. This versatility enables companies to customize their automation to meet their specific needs.

Affordable pricing

Make offers several pricing plans, including a free option that is ideal for small businesses or individuals new to automation. Paid plans, meanwhile, are designed to adapt to changing business needs, ensuring that users only pay for the functionality they need.

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Concrete applications of Make

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Automating repetitive tasks

Make excels at automating repetitive, time-consuming tasks, such as data entry, email management and updating customer files. By automating these processes, companies can save hours of manual labor, enabling employees to concentrate on more strategic, value-added activities.

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Integration of diverse applications

With Make, it's possible to connect and automate interactions between a multitude of different applications. Whether it's synchronizing data between Google Sheets and Salesforce, or automating the creation of invoices from new Shopify orders, Make makes these integrations not only possible, but simple to implement.

How can I automate with Make?

Our consultants can advise, support and implement automation solutions on Make to optimize your business processes. In this step-by-step tutorial, you'll discover how to create efficient workflows, connect your applications, use webhooks for real-time integrations and manage your data stores. Whether you're a novice or an expert, you'll learn how to design simple and complex automations to improve your productivity and streamline your operations.

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Creating workflows

To get started with Make, the first step is to create a workflow. This can be done by selecting the applications you wish to integrate and defining the specific actions to be automated. Make uses a drag-and-drop interface, allowing users to easily connect different applications by creating “modules” that define the actions.

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Connecting applications

Having defined the modules required for your workflow, the next step is to connect your applications to Make. This usually involves authenticating each application in Make to enable secure interaction. Once connected, you can start defining precise rules for when and how data is to be transferred between applications.

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Use of webhooks

For more advanced integrations, Make offers the option of using webhooks, which can trigger automations in real time. For example, when you receive a new lead in your CRM, a webhook can instantly send this information to other tools such as your messaging or project management system.

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Data store management

Make also provides data store functionality, which acts as a simplified database for storing and manipulating data within your workflows. These data stores can be used to store essential information and reuse it in different scenarios, improving automation efficiency.

Would you like to find out more?

Case studies and feedback

The use of Make in different sectors demonstrates its versatility and effectiveness. Here are just a few examples of how Make has significantly improved business operations:

Applications in various sectors

Marketing

In the marketing sector, Make has been used to automate the collection and analysis of advertising campaign data, enabling teams to react quickly to campaign performance. For example, one company configured Make to automatically synchronize data between Google Ads and Salesforce, providing real-time reports on campaign effectiveness.

Human Ressources

For human resources departments, Make has facilitated the automation of recruitment and onboarding processes. One company used Make to automate the sending of onboarding documents to new employees as soon as their status in the HR system was updated.

Invoicing

In the field of invoicing, Make has been used to connect accounting systems to online payment platforms, automating the invoicing process and reducing manual errors. This enabled companies to reduce payment times and improve cash management.

CRM

Companies using customer relationship management (CRM) systems have taken advantage of Make to automate the updating of customer information. For example, as soon as a transaction is completed on an e-commerce platform, customer and transaction details are automatically updated in the CRM.

Our customer testimonials (French)

Comparison of Make with other tools and alternatives to Make

Make stands out in the automation market, but how does it compare with other popular tools? Let's look at a few key comparisons:

Make vs Zapier

Zapier is another well-known automation tool that focuses on connecting applications to automate tasks. While Zapier offers a large library of applications and a user-friendly interface, Make stands out for its ability to handle more complex workflows with greater customization. What's more, Make enables real-time visualization of the data flow, which is not as well developed in Zapier.

Make vs n8n

n8n is an open-source automation tool offering a high degree of customization. Unlike Make, which is hosted in the cloud, n8n can be installed locally, giving users complete control over their data and security. However, Make has a less steep learning curve and is generally more accessible to non-technical users.

Make vs Workato

Workato is an enterprise-oriented automation platform offering robust functionality for complicated integrations. It is often favored by large enterprises for its deep integration capabilities and data governance support. Make, while powerful, is aimed more at SMEs and individual users, offering a more cost-effective solution without sacrificing flexibility.

To sum up

Zapier

Zapier offers a wide range of integrations and is renowned for its ease of use. Its free plan is generous, and its paid plans are competitive, although they can become expensive as automation needs increase.

n8n

n8n is an open source alternative that appeals to those who prefer complete control over their automation infrastructure. It requires more configuration than Make, but is highly flexible and powerful once set up.

Workato

Workato is often chosen by large enterprises for its advanced integration capabilities and data governance support. It's a robust but expensive option, suited to companies with complex automation needs and high compliance and security requirements.

FAQ

How can I integrate Make into my company?

Make integration starts by identifying the processes that would benefit from automation. Then, it's advisable to start small, with one or two simple processes, to familiarize yourself with the platform before moving on to more complex automations.

Can Make really automate all my processes?

Make is extremely versatile and can automate a wide variety of processes. However, the effectiveness of automation will depend on the complexity of the processes and how well they can be broken down into clear, manageable actions.

Combien de temps faut-il pour mettre en place Make ?

The time required to set up Make depends on the complexity of the workflows you wish to automate. Simple workflows can be set up in a few hours, while more complex systems may require several days or weeks of configuration and testing.

Do you have a question or a need?

We'll be delighted to answer them!