Portfolio: Make.com (Integromat) - Operational Automations

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Usama Navid

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Table of contents
  • 1. Lead Generation & Management Suite
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1. Lead Generation & Management Suite
CRM Integration Automations

GHL Opportunities Morning Check Automation

On schedule checks opportunities in GHL and processes information using OpenAI API Shows and hides the opportunities based on the results from ChatGPT

GHL Opportunities Motivation Scoring System

A mechanism to calculate opportunities motivation or hotness score

GHL Lead Show Hide Management Using OpenAI API

Manages which Opportunities status in GHL.

Lead Enrichment & Processing

GHL and Google Sheets sync

Syncs Google GHL data in Google Sheets

Webhook to Privy Bed Bath - GHL , Open AI API

Updates Private bed bath details using Chatgpt in GHL

Assign user tags in GHL and Google Sheets

Assigns users tags in GHL based on info from webhook Stores the updated tag information in Google Sheets

Add date system to North California GHL Opportunities

Adds the date information to Opportunities in North California region in GHL

Company search automation: GHL , Instantly

Gets the company information using lead form Enriches the data through third party enrichment services and Google Serp API calls Updates the enriched data in GHL and ads them to instantly if email is found.

Person search automation: GHL , Instantly

Gets the person information using lead form Enriches the data through third party enrichment services and Google Serp API calls Updates the enriched data in GHL and ads them to instantly if email is found.

Google Form data to GHL

Using google form, gets leads interests, downloads images and files Updates the lead information in GHL if email or phone number is provided

2. Email Marketing & Campaign Management
Multi-Platform Email Integration

Storing contact information in GHL from messages in Microsoft 365 Outlook

Watches for new messages in Microsoft 365 Email (Outlook) Searches the contact based upon the sender email If the email exists in GHL, updates its metadata, if it does not exist, it creates a contact in GHL

NorCal follow up sequence campaign completed

NorCal follow up sequence campaign completed

Instantly Campaign Automations

Instantly lead campaign based upon outreach email

Gets lead information from GHL using a webhook Adds the lead into the campaign based upon the outreach email

Removing lead from Instantly campaign

The data will come from GHL webhook call Based upon the lead stage, it will be removed from the relevant Instantly campaign.

60 days follow up reply from Instantly campaign

Watches instantly for follow up events for 60 days follow up email Gets responses and does a semantic analysis using Open AI ChatGPT API Updates the lead status accordingly

Instantly Outreach reply to lead stage update in GHL

Watches for instantly reply events Based upon the sender emails, searches contacts Categories reply using Open AI ChatGPT API based semantic analysis of reply Stores the analysis to GHL

Integrating Instantly , OpenAI , GHL

Watches Instantly emails replies Prepares notes using Open AI API based upon client information from GHL and email replies and updates in GHL CRM

3. Real Estate Industry Solutions

Automating lead generation for Cash Ready Home - Real Estate Agency

Automated email marketing, data scraping and lead scoring processes for a real estate agency.

Real estate lead generation automations

Implemented automated lead generation for real estate client using GHL, Instantly, Open AI Lead scraping automation Email sequences and follow up campaigns etc.

4. CRM Cross-Platform Integration Suite
Multi-CRM Synchronization

Pipedrive CRM , Airtable and GHL Sync and Slack Notification

Creates Person, Lead and Deal in Pipedrive CRM from GHL Stores the ids in Airtable records and notifies on Slack

Pipedrive CRM data to Airtable CRM sync

On schedule, gets Pipedrive deals and updates their status in Airtable based CRM

Monday.com duplicates removal

Watches duplicate items in Monday.com CRM and removes duplicates in boards

Hubspot CRM to Monday.com migration

Syncs Hubspot data to Monday CRM

Monday.com item updates from changes in board

Updates client type information in contacts in Monday CRM boards

E-commerce Integration

Shopify orders to Monday.com delivery status update

Syncs Shopify orders statuses in Monday.com CRM boards

Create an item in Monday.com when an order is created in Square

When payment is made in Square, updates the customer information in Monday customer board

When item created in Shopify Board in Monday CRM , assign B2C or B2B tags

When an item is created in shopify board, assigns B2B or B2B status tags

Shopify Order to Monday Items Sync

Watches new orders from Shopify Creates items in Monday.com CRM Board

Creating B2B and B2C Leads from Monday CRM to Kalviyo

Gets Leads info from Monday.com CRM Board item Searches in Klaviyo campaign based upon email and phone number and creates the person information for B2C and B2B leads

Shopify Customers to Monday.com Enterprise CRM contacts

Watches for new Shopify cutomers Stores the Contacts in Monday.com board in Monday.com Enterprise CRM

Updating B2B and B2C Leads from Monday to Klaviyo

Gets Leads info from Monday.com CRM Board item Searches in Klaviyo campaign based upon email and phone number and updates the person information for B2C and B2B leads

Fillout Form to Biskout business card data extraction to Monday.com item

When a business card is updated in the Fillout form, extracts the data usign Biskout and create item in Monday CRM board

5. Content Generation & Social Media
AI-Powered Content Creation

Generates Instagram carousel idea

Gets the trigger from Goggle Sheets, app script button trigger through the webhook Generates a random idea based upon the industry, post type, number of slides, target audience etc. and stores in Google Sheets.

Generate Instagram Carousel using LLMs in Google Slides

Gets the trigger from Goggle Sheets, app script button trigger through the webhook Calls Open AI ChatGPT API to generate Slides in given schema, according to given idea Copy the template and generates, carousel in Google Slide.

AI generated LinkedIn post creation and scheduling

Watches for new post ideas on google sheets, Creates images with OpenAI DALLE API and content with OpenAI GPT4.0 API Posts the content as LinkedIn post.

Automated Blog Generation and Posting to WordPress

Watches for new rows in Google Sheets on schedule. Creates tags and categories if already does not exist. Using Open AI GPT4.0 API and DALLE API, generates blog posts and schedules it on given date in WordPress

Video Content Management

HeyGen Video Generation

On new row created in Google Sheets, creates HeyGen using the given transcript and Avatar

New HeyGen Video to LinkedIn Post

Watches for New HeyGen Video Creation If the video processing is successful, creates a LinkedIn Post, if failed, updates the status in Google Sheets

6. Calendar & Event Management

Calendly events to Airtable records

Watches Calendly events and creates or updates the event information in Airtable Database

Track Calendly invites in Google Sheets

Watches for events in calendly Stores the invites for the username in Google Sheet

7. Analytics & Reporting

Automated Google Analytics report Google Slides presentation generation in Airtable

Triggered from Airtable, this automation fetches google analytics information Another trigger, generates Google Slides based presentation from the template.

8. Communication & Documentation

GHL , Google Drive Link Attachment

Attaches Google Drive links to NorCal Opportunities in GHL

VAPI transcript to Email

Converts VAPI transcript into an email using Open AI GPT4.0 API Stores the status in Google Sheets

VAPI transcript to Airtable records

Parses structured information from VAPI transcript using Open AI GPT4.0 structured output Stores structured information in Airtable

VAPI Inbound Call to Airtable records

Uses VAPI inbound call information to search in Airtable records and trigger webhooks

Client calls recording storage in Cloudinary and extraction

Downloads sales call recordings and stores in Cloudinary for transformation Stores the updated links in Google Sheets

Get daily sales calls from Wavv

Gets recording IDs from Google Sheets, extracts meta data using API call and stores the information in a Google Sheets

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