Automation using Make enables organizations to streamline operations and enhance productivity. BrandJaws offers robust solutions through visual, no-code automation platform Make.
Make.com’s intuitive interface allows users to design and visualize complex workflows without writing a single line of code. With over 2,000 pre-built app integrations, including tools like Salesforce, Slack, and HubSpot, businesses can seamlessly connect their existing tech stack Make. The platform’s flexibility extends to custom API integrations, ensuring adaptability to unique business needs.
If your business is bogged down by repetitive tasks or disconnected systems, it’s time to explore what automation can do for you. Here is how BrandJaws helped several companies adopt automation.
1. A R Business Brokers Automation(aldrin.ca)
Scope:
This project aimed to streamline and automate the data flow between the company’s WordPress website and their CRM system (Pipedrive), enabling efficient listing, inquiry handling, and lead management for businesses listed for sale.
Challenges:
- Syncing custom data structures between Pipedrive and WordPress.
- Automating complex form submission processes, including NDA and inquiry forms.
- Generating and sending dynamic PDFs.
- Parsing incoming emails and structuring them into Pipedrive records.
- Maintaining data consistency across platforms.
Solutions Implemented:
- Developed a custom WordPress plugin to integrate Pipedrive with the WordPress CMS. This plugin maps deal data from Pipedrive to WordPress custom post types (CPTs) using custom fields.
- Utilized Toolset plugin to create listing templates and detailed business listing pages.
- Integrated Gravity Forms for capturing user inquiries and NDA submissions.
- Built Make.com scenarios to automatically send form submissions to Pipedrive, creating corresponding Deals, Persons, Organizations, and Notes.
- Automated PDF generation through Make.com and set up workflows to email them upon form submission.
- Created Make.com scenarios to parse incoming emails and extract lead data, which is then structured and pushed into Pipedrive in real-time.
Tools & Technologies Used:
WordPress (Toolset, Gravity Forms), Custom WordPress Plugin, Make.com, Pipedrive CRM, Email Parsing, PDF Generation, Webhooks & API Integrations
2. MortgageBoss Custom App Integration
Scope:
Since MortgageBoss did not have a native Make.com integration, the objective was to build a custom app that could interact with MortgageBoss’s API and enable automated lead creation triggered from Pipedrive.
Challenges:
- No existing Make.com app or module for MortgageBoss.
- Required secure and structured communication with an external API.
- Mapping and handling Pipedrive deal data correctly with MortgageBoss lead fields.
Solutions Implemented:
- Designed and developed a custom app within Make.com, including defining the API schema and endpoints for MortgageBoss.
- Built a “Create a Lead” module in the custom app that triggers when the “Transfer to Boss” button is marked true in any Pipedrive deal.
- Ensured all data fields are mapped and validated using custom coding and schema definitions inside Make.com.
Tools & Technologies Used:
Make.com Custom App, Pipedrive CRM, MortgageBoss API, Webhooks & Conditional Logic
3. SMS Meeting Reminders via JustCall and zCal Automation
Scope:
To enhance client engagement and reduce no-shows, this project focused on sending automated SMS reminders to users before scheduled meetings created through zCal.
Challenges:
- Timely triggering of reminders based on individual meeting times.
- Ensuring reliable delivery of messages via JustCall SMS.
Solutions Implemented:
- Used Make.com to fetch meeting data from zCal.
- Configured two SMS triggers — 30 minutes and 5 minutes before the scheduled meeting time.
- Integrated with JustCall to send personalized SMS reminders to users’ phone numbers.
- Built scheduling logic within Make.com to ensure accurate and timely message delivery for each booking.
Tools & Technologies Used:
zCal, JustCall SMS API, Make.com, Time-based Logic & Scenario Filters
4. Unified Google Calendar for Availability Management
Scope:
This project aimed to consolidate events from multiple Google Calendars into a single calendar to provide a unified view of availability across various team members or departments.
Challenges:
- Merging events from different calendars without duplication or data loss.
- Ensuring real-time sync between calendars.
- Preventing event overlap or scheduling conflicts.
Solutions Implemented:
- Built Make.com scenarios to continuously sync events from multiple Google Calendars into one central calendar.
- Implemented logic to detect and avoid duplicate entries.
- Used this unified calendar to easily identify available time slots across all calendars for efficient scheduling and time management.
Tools & Technologies Used:
Google Calendar API, Make.com, Event Merging & Sync Logic
5. Tally Forms to Pipedrive Automation (ProtectionFER)
Scope:
The objective was to automate lead capturing from multiple Tally forms embedded on the ProtectionFER website and push the data into Pipedrive CRM for further sales tracking and communication.
Challenges:
- Integrating Tally forms with Pipedrive required mapping dynamic form fields to CRM entities.
- Ensuring data integrity and seamless creation of related records in Pipedrive.
- Handling multiple forms with different purposes and data structures.
Solutions Implemented:
- Developed Make.com scenarios to monitor submissions from each Tally form on the ProtectionFER website.
- Mapped form data fields to the corresponding fields in Pipedrive to create Deals, Persons, and Organizations.
- Applied scenario filters and conditions to handle different form use cases and data formats.
- Ensured smooth error handling and logging.
Tools & Technologies Used:
Tally Forms, Make.com, Pipedrive CRM, Webhooks & Data Mapping
6. Facebook Lead Ads to Pipedrive Automation (ProtectionFER)
Scope:
This project focused on capturing leads generated through ProtectionFER’s Facebook Business profile and instantly transferring them into their Pipedrive CRM for follow-up and deal tracking.
Challenges:
- Real-time syncing of Facebook Lead Ads with Pipedrive.
- Ensuring accurate mapping of lead form data (which can vary across campaigns) to Pipedrive fields.
- Preventing duplicate records and managing multiple active campaigns.
Solutions Implemented:
- Connected the Facebook Lead Ads account to Make.com and set up webhook triggers to capture new leads in real-time.
- Built Make.com scenarios to parse incoming lead data and create corresponding records in Pipedrive (Deal, Person, and Organization).
- Incorporated data validation and conditional mapping to handle lead variations and campaign-specific fields.
- Enabled efficient lead tracking and response workflows for the sales team.
Tools & Technologies Used:
Facebook Lead Ads, Make.com, Pipedrive CRM, Webhooks & API Integrations
In case you are looking to automate your company’s processes, you can reach out to us and we can schedule a discovery call.