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Integrations

Pipedrive integration with Make

Make is an automation software that interconnects management and productivity tools integrated with Pipedrive.
Pipedrive / Pipedrive Integrations / Make
Make

Make is a cloud-based automation software that interconnects multiple management and productivity tools. Thanks to these connections, data can be sent directly from one platform to another within seconds. And all these workflows can be automated.

 

Make starts with a free version and gives payment options, from 9 €, 16 € and 29 € per month billed annually. It also offers an Enterprise option for specific needs.
Automatización de tareas, Call Center

On integration

01 Why do we like it?

At Imanta, we like to Make for several reasons. It is a tool that stands out in the competitive automation platform market for its advanced features and flexibility in workflow management. Unlike other tools, Make offers a number of unique benefits that can be particularly attractive to companies looking to optimize complex and customized processes:

Complex Visual Automation

  • Unlike other tools, Make has a visual diagramming interface that allows you to create more complex automations. Workflows are built visually, with nodes and connections, giving a greater understanding of how processes interact. This makes it ideal for companies that require a detailed view of processes.

2. Conditional Flows and Multiple Branches

  • Make allows you to design flows with complex logical conditions (if/else) and multiple paths within the same automation. This makes it a powerful option for companies with complicated processes that need more control and customization in the actions that are triggered.

3. Iteration Capabilities and Batch Processes

  • Unlike other platforms that are limited to simpler triggers, Make is excellent for handling large amounts of data and processing multiple items iteratively in a single stream. This is useful for companies that handle large volumes of information and need to process it in batches.

4. Parallel Actions

  • Make makes it possible to execute actions in parallel, which optimizes processing time. This approach is very valuable for companies that want to automate simultaneous workflows and reduce waiting time between interdependent tasks.

5. Transparency in the Process

  • Each step of the flow can be monitored in great detail. If an error occurs, Make provides a clear view of where in the flow the failure occurred and what specific data failed. This is ideal for companies that value visibility and want to keep a close eye on their automations.

6. Advanced and Customizable Connectors

  • Make offers a wide range of connectors for applications that allow for in-depth customization of connections. Users can define rules, dynamic field values and advanced parameters that other platforms may not natively support. This is key for companies that want specific and highly customized automations.

7. Costs based on Complexity, not on Simple Actions

  • Unlike platforms that charge for each individual task, Make charges based on the complexity and execution time of workflows. This makes it a more cost-effective option for companies that run complex but not necessarily high-volume processes.

8. Flexible API Connectors

  • Make allows you to create custom API connectors without relying on pre-existing integrations, which is an advantage for companies working with proprietary or lesser-known applications. This level of flexibility is key for companies with specific automation needs.

9. Team Collaboration

  • Make is designed to facilitate collaboration between team members. Flows can be managed by different users within the platform, which is beneficial for companies with several departments working together on shared automations.

10. Modularity and Technical Scalability

  • Make flows are modular and easily scalable. As a company needs more complexity or changes in its processes, flows can be upgraded without having to redo everything from scratch. This is useful for growing companies that need to constantly adapt.

In short, Make excels in areas where visual automation, advanced customization and API flexibility are important to companies. Its ability to handle complex processes with multiple conditions and ramifications makes it especially useful for companies that require detailed and powerful automations.

02 When do we recommend it?

At Imanta, we recommend Make for its advanced capabilities and its focus on detailed workflow customization. Its design allows many different companies to approach complex processes with a level of control and flexibility that other tools may not offer. Below, we will explore the situations and types of companies for which Make is a particularly effective solution.

1. Companies with Complex Processes and Advanced Customization Needs

  • Make is ideal for companies that handle complicated workflows and need detailed customization. Its ability to design processes with multiple conditions, ramifications and advanced logic allows automating complex tasks that require fine control and specific adaptations.

2. Organizations Handling Large Data Volumes

  • Companies that work with large amounts of data and need to process information in batches will benefit from Make’s iteration and parallel processing capabilities. This facilitates the efficient management of large volumes of information without compromising performance.

3. Companies Requiring Parallel Stock Automations

  • If a company needs to execute multiple actions simultaneously within a workflow, Make provides this functionality. This is useful for situations where tasks need to occur concurrently to improve efficiency and reduce waiting time.

4. Companies with Custom API Integration Needs

  • Make allows you to create custom API connectors and set up integrations that are not natively available. This is advantageous for companies using proprietary or less common applications that require custom integration solutions.

5. Companies that Value Transparency and Detailed Controls

  • Organizations that want complete and detailed visibility into the performance of their automations will find Make’ s ability to provide a clear view of workflows and any failures that occur useful. This makes it easy to monitor and adjust processes.

6. Businesses with Collaborative Work Teams in Automation

  • Make is designed to facilitate collaboration between multiple users in the management of automations. This is ideal for companies with work teams that need to coordinate and share responsibilities in the creation and maintenance of workflows.

7. Companies Seeking Flexibility in Technical Scalability

  • For growing companies that require a scalable solution that can adapt to changes in processes or increase in complexity, Make offers a modular and scalable structure. This allows you to adapt and expand automations without having to rebuild the entire system from scratch.

03 Main functionalities

Here is a list of the 10 most important features of Make:

Visual Automation

  • Make uses a visual drag-and-drop interface to create workflows, making it easy to build complex automations in an intuitive and graphical way.

2. Broad Connectors

  • It offers integrations with a wide variety of applications and services, including CRMs, e-commerce platforms, communication tools and many more, enabling broad connectivity.

3. Conditional Logic

  • Allows you to add conditions (if/else) within workflows to execute actions based on specific criteria, providing fine-grained control over how data and processes are handled.

4. Parallel Actions

  • Supports the simultaneous execution of multiple actions within a workflow, optimizing time and improving efficiency in processing concurrent tasks.

5. Batch Data Processing

  • It facilitates the handling of large volumes of data through batch processing, which is useful for tasks involving the manipulation of large sets of information.

6. Custom API Connectors

  • It allows you to create custom integrations using custom API connectors, which is ideal for companies using proprietary or less common applications.

7. Transparency and Monitoring

  • It offers detailed monitoring and diagnostic tools, providing complete visibility into the status and performance of workflows, as well as the identification of specific errors.

8. Variables and Advanced Functions

  • It includes the ability to use dynamic variables and advanced functions to manipulate data within workflows, allowing you to customize and adjust automations to your exact needs.

9. Modular and Scalable Automation

  • Workflows can be designed in a modular fashion, facilitating scalability and adaptation to changes or expansions in business processes.

10. Real-Time Collaboration

  • It allows collaboration between multiple users in the creation and management of automations, which is beneficial for teams working together in the configuration of automated processes.

These functionalities make Make a powerful and flexible tool for the automation of complex and customized processes, adapting to a wide variety of business needs.

04 Alternatives

There are some alternatives to Make, among which we highlight:

1. Zapier

  • Zapier is one of the most popular automation tools and offers a wide range of integrations with applications and services. Its focus is on facilitating task automation through “Zaps” that connect different applications to perform automatic actions. It is ideal for users looking for an intuitive solution for simple and fast automations.

2. Tray.io

  • Tray.io is an automation and process integration platform that provides an advanced visual interface for designing workflows. It focuses on enterprise-level automation and provides great flexibility for connecting applications, managing data and executing complex processes. It is suitable for companies that need customized and scalable solutions.

Microsoft Power Automate

  • Microsoft Power Automate (formerly known as Microsoft Flow) is a process automation platform that integrates well with the Microsoft 365 ecosystem and other enterprise applications. It provides capabilities to automate workflows and connect applications both inside and outside the Microsoft environment.

4. Workato

  • Workato is an integration automation platform that focuses on automating complex business processes and connecting enterprise-level applications. It offers a wide range of integrations and advanced functionality, including the ability to build custom automations and manage workflows in a scalable way.

Each of these tools has its own strengths and may be better suited for different types of business needs and use cases.

05 Contact for more information

If you would like more information on how we can help you with your Pipedrive implementation or integration, please contact us:

06Whychoose Imanta to implement and integrate Pipedrive?

We are from Sales

We like selling, not technology. We know what we want. We have the same problems and speak the same language as the sales teams.

Experts in CRMs

We have used and sold Salesfroce, Hubspot, Soho, Microsoft Dynamics, Insightly. What we value about Pipedrive is the simplicity, the potential and the costs.

Experts in the Process

Our golden rule is to invest 90% of the resources in the process and people. And 10% in technology. Success is in the adoption by the sales team.

Data Experts

Not creating silos of sales data allows you to access and activate information in real time. Selling is about being in the right place at the right time.

Integration Experts

Sales teams that integrate productivity apps and marketing data sell (1.5%) more and faster (12%). On average there are 4 apps connected to Pipedrive.

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