· Nolwen Brosson · Blog  · 6 min read

Automate Your Processes with Make: 10 Concrete Use Cases for Service SMEs

To test Make for free, you can create an account here: https://www.make.com/en/register?pc=fenximake

For an introduction to Make, read this article : https://fenxi.fr/en/blog/make-a-reference-tool-for-automation/

Why Make Is Ideal for Service SMEs

Make (formerly Integromat) is a no-code automation platform.
In practice, you connect your tools (CRM, Google Workspace, Slack, Notion, invoicing tools, etc.) and define what should happen when an event occurs.

For a service SME, the benefits are immediate:

  • Less copy-paste and manual data entry
  • Fewer follow-up and process steps forgotten
  • A team that can focus on value-added work instead of admin

Let’s look at 10 concrete use cases you can implement with Make.

1. Automatic Lead Qualification and Routing

Goal
Never lose a lead and route it instantly to the right salesperson.

Typical Make scenario

  • Trigger: new form submitted on your website, Typeform, or LinkedIn Lead Gen
  • Make:
    • creates or updates the contact in your CRM (HubSpot, Pipedrive, Sellsy, etc.)
    • assigns the lead to the right salesperson based on region, service type, or budget
    • sends a notification in Slack or via email with all details
    • creates a follow-up task in your project management tool (Asana, ClickUp, Notion…)

Result: your leads are processed quickly and consistently, without depending on copy-paste into a spreadsheet.

2. Frictionless Client Onboarding

Goal
Automate everything that happens between signature and the start of the engagement.

Make scenario

  • Trigger: signed quote in your tool (Pandadoc, Qwilr, DocuSign, etc.)
  • Make:
    • creates the client and project in your project management tool
    • creates the client folder in Google Drive or SharePoint with the right structure
    • sends a welcome email with next steps and a discovery questionnaire
    • invites the client to the tracking tool if needed (Notion, Monday, client portal, etc.)

You save time and deliver a much more professional and seamless client experience.

3. Automated Follow-Ups on Quotes and Invoices

Goal
Never forget a follow-up while keeping a personalized tone.

Make scenario

  • Trigger:
    • quote created in the CRM
    • invoice issued in your invoicing tool (QuickBooks, Axonaut, Pennylane, etc.)
  • Make:
    • monitors the quote or invoice status
    • if no answer after X days, sends a personalized follow-up email in the salesperson’s name
    • creates a follow-up task if there is still no answer after the second reminder

Salespeople focus on high-value conversations, not on remembering “who to follow up with and when.”

4. Sync CRM and Project Management

Goal
Avoid double data entry between the sales team and the delivery team.

Make scenario

  • Trigger: deal marked as won in the CRM
  • Make:
    • automatically creates the project in Asana, Trello, or Notion
    • adds key information (budget, scope, deadline, main contact)
    • assigns the project manager or delivery team
    • updates CRM fields as the project progresses (stages, completion percentage, dates)

Everyone sees the same up-to-date information, without recoding each project manually.

5. Automated Reports and Dashboards

Goal
Stop wasting Monday mornings exporting and pasting data.

Make scenario

  • Trigger: scheduled scenario every night or every week
  • Make:
    • pulls data from your CRM, invoicing tool, support tool
    • consolidates it into Google Sheets, Airtable, or BigQuery
    • emails a PDF report to the founder, manager, or team
    • or triggers an update of a Looker Studio / Power BI dashboard

With a few scenarios, you get a live management cockpit instead of static reports.

6. Centralize and Process Support Requests

Goal
Never miss a client request and keep clear tracking.

Make scenario

  • Trigger:
    • new email to a support address like support@
    • support form submitted
  • Make:
    • automatically creates a ticket in your tool (Zendesk, Freshdesk, Jira, Linear…)
    • enriches the ticket with client data from the CRM
    • sends an automatic acknowledgement email to the client
    • notifies the right Slack channel or team

You deliver responsive support without relying on one person manually sorting every request.

7. Automate Your Marketing Campaigns

Goal
Industrialize lead generation without multiplying repetitive tasks.

Make scenario

  • Connect your CRM, email tool (Brevo, Mailchimp, ActiveCampaign, etc.), landing pages, and social media
  • Example workflows:
    • after an ebook download, create the contact in the CRM and enroll them in a nurturing sequence
    • after a webinar, automatically send the replay and create a sales task for “hot” participants
    • daily list sync between CRM and email tool to keep segments clean

You maintain regular contact with prospects without manually doing every step.

8. Automate Simple HR Tasks

Goal
Reduce the HR admin burden on repetitive tasks.

Make scenario

  • Triggers: leave request form, new employee added, contract signed
  • Make:
    • pre-fills a contract or amendment document from templates
    • updates the HR file or database (Notion, Airtable, Google Sheets…)
    • creates required IT access (Jira ticket, IT request, email to responsible teams)
    • sends a “Welcome” email to the employee with all practical information

Even with a small HR team, you deliver a clean and reassuring employee experience.

9. Automatically Generate Documents and Contracts

Goal
Stop “Save As” on Word templates for every new client.

Make scenario

  • Trigger: new won deal, new client in the CRM, or validated quote
  • Make:
    • fetches client and engagement details
    • automatically generates a document (quote, contract, NDA, statement of work) from a Google Docs or PDF template
    • stores it in the right folder
    • can send it directly to your e-signature tool

You standardize your documents and reduce copy-paste errors.

10. Backups and Compliance in the Background

Goal
Secure your data without relying on good intentions.

Make scenario

  • Trigger: scheduled scenario (for example every night)
  • Make:
    • exports critical data from your tools (CRM, invoicing, support)
    • anonymizes data if needed
    • stores it in separate secure storage (S3, Google Cloud Storage, dedicated Drive…)
    • keeps simple logs of the actions performed

You reduce operational risk and keep a history in case of audits or incidents.

How to Start Automation with Make in Your SME

You do not need to automate everything at once. The right approach is to move step by step.

  1. List your repetitive tasks
    Ask each team: “What takes you time every week that could be automated or semi-automated?”
  2. Pick 1 or 2 quick wins
    For example: automatic contact creation in the CRM, or a first follow-up on quotes.
  3. Map your processes
    A simple diagram “When X happens, we want Y and Z” is enough to start building a Make scenario.
  4. Implement one simple scenario first
    Test, adjust, document. Only after that, move on to more complex workflows.
  5. Measure the gains
    Time saved, errors avoided, extra deals closed. This helps you prioritize the next scenarios and justify the investment.

Conclusion and Next Step

For a service SME, Make is a fast lever to save time, secure processes, and improve client experience without immediately hiring more people.

You can create your account and start testing for free here:
https://www.make.com/en/register?pc=fenximake

Start with one very concrete scenario, do it properly, and improve gradually. Three or four well-designed workflows can already transform your daily operations.

    Share:
    Back to Blog