Make.com CRM Automations & How to Build A Scalable Sales System

In this video, I reveal how I conceptualize and then build scalable sales systems using Make.com CRM automations. The specific CRM we’ve chosen in this video is ClickUp, but you can apply the exact same principles to any of the major platforms—Monday.com, Asana, PipeDrive, etc—and achieve the same result. I charge ~$5K to set these up for clients and they’re one of my most popular requests.

MAKE.COM COURSE CURRICULUM, BLUEPRINTS, & MORE ⤵️
https://shorturl.at/bjzFH

SUMMARY ⤵️
Whether you’re a dev building this for other people, or a company looking to improve your own sales process with Make.com, here’s a quick overview of what we’ll cover:

1. What most people don’t understand about CRMs: where the value is, how to streamline the sales process and boost efficiency.
2. Updating stages automatically: Using simple Make.com webhooks to automatically update stages after customer activities—this seems simple (but is often magic to the end customer).
3. Calendar integrations, how URL parameters work: A live, step-by-step guide where I connect a popular calendar tool (Cal.com) to the CRM we just set up.

WHAT TO WATCH NEXT 🍿
How I Make $20K/Mo on Upwork with Make: https://youtube.com/watch?v=uuOdz4I9h6E
My $21K/Mo Make.com Proposal System: https://youtube.com/watch?v=UVLeX600irk
Generate Content Automatically With AI: https://youtube.com/watch?v=P2Y_DVW1TSQ

MY TOOLS, SOFTWARE DEALS & GEAR (some of these links give me kickbacks—thank you!)
🤖 MAKE: https://make.com/en/register?pc=nicksaraev
📧 INSTANTLY: https://instantly.ai/?via=nick-saraev
🔖 PANDADOC: https://pandadoc.partnerlinks.io/ar44yghojibe
👻 PHANTOMBUSTER: https://phantombuster.com/?deal=noah60
🦸 SUPERHUMAN: https://superhuman.com/refer/skatddme
💰 HARVEST: https://try.hrv.st/3-908005
📸 GEAR KIT: https://kit.co/nicksaraev/longform-automation-content-youtube-kit

FOLLOW ME
✍🏻 My content writing agency: https://1secondcopy.com
🦾 My automation agency: https://leftclick.ai
🕊️ My Twitter/X: https://twitter.com/nicksaraev
🤙 My blog (followed by the founder of HubSpot!): https://nicksaraev.com

WHY ME?
If this is your first watch—hi, I’m Nick! TLDR: I spent five years building automated businesses with Make.com (most notably 1SecondCopy, a content company that hit 7 figures). Today a lot of people talk about automation, but I’ve noticed that very few have practical, real world success making money with it. So this channel is me chiming in and showing you what *real* systems that make *real* revenue look like!

Hopefully I can help you improve your business, and in doing so, the rest of your life 🙂

Please like, subscribe, and leave me a comment if you have a specific request! Thanks.