Make

Make.com consulting and automation

Make.com scenarios that connect your tools and run your operations in the background.

We design and build Make scenarios that link your CRM, project management, inboxes, and databases into one reliable automation layer so your team stops copy pasting data between tools.

  • End to end Make scenarios for leads, sales, onboarding, delivery, and reporting.
  • Stable error handling, retries, and monitoring so automations do not quietly fail.
  • AI powered steps for enrichment, summaries, routing, and decision logic where it makes sense.

We work directly in your Make workspace and document every scenario so your team can understand and maintain it.

Make scenarios and AI flows by ConsultEvo
Make.com automation example by ConsultEvo
What we build with Make.com

Make scenarios that keep your tools in sync and your team out of busywork.

We use Make.com to connect CRMs, project tools, inboxes, spreadsheets, and AI so work moves automatically between systems with proper structure, logging, and error handling.

Core automations

Lead, client, and ops workflows

Scenarios that move data between tools without manual copy–paste.

  • Leads from forms into HubSpot, GoHighLevel, Pipedrive, or ClickUp.
  • Client onboarding flows between CRM, billing, and project tools.
  • Task creation and updates between ClickUp, Jira, Asana, Monday, and more.
AI + data

AI-enhanced Make scenarios

AI where it actually helps: better decisions, not random magic.

  • Summaries, tagging, and routing for emails, chats, and tickets.
  • Meeting-note to-do extraction into ClickUp or other PM tools.
  • Enrichment of leads and records before they hit your CRM.
Reliability

Scenarios you can trust at scale

We design Make.com automations like systems, not experiments.

  • Scenario structure that stays readable as you grow.
  • Error handling, retries, and fallback paths for edge cases.
  • Logging, documentation, and handover so you are not locked in.
Real Make.com automations

A few examples of systems we run on Make.

These real automation scenarios move data, trigger AI, sync tools, and save hours every week.

Finance & Ops

Bookkeeping automation across tools

Fetches all financial transactions from multiple sources, classifies them into the correct accounting categories, and prepares a clean dataset for bookkeeping, fully automated and consistent every time.

Support & Sales

Website live chat → AI → HubSpot

When a message arrives, Make fetches past conversations, analyzes intent, and uses AI to generate instant replies before syncing everything cleanly into HubSpot.

Meetings

AI meeting notes → ClickUp tasks

Pulls recordings or transcripts, summarizes meetings with AI, and creates structured ClickUp tasks with talking points, updates, and action items automatically.

Marketing

AI-powered LinkedIn posting engine

Selects topics using a round-robin system, generates unique AI-written posts, creates branded AI images, and publishes automatically to LinkedIn.

AI + Automation

AI note-taker → structured ClickUp output

Converts raw audio, Fathom notes, or text into meeting tasks, subtasks, due dates, and owners, imported directly into ClickUp via Make.

Frequently Asked Questions about Make.com

Questions teams usually ask before they let us automate their processes with Make.com.

What is Make.com and why would I use it in my business?

Make.com is a visual automation and integration platform. It lets you connect apps, move data, and build workflows without writing code. You can use it to automate things like lead capture, CRM updates, task creation, reporting, and AI assisted flows, so your team spends less time on repetitive clicks and more time on actual work.

Do I need to know how to code to work with you on Make.com?

No. You explain what needs to happen in plain language and we translate that into Make scenarios. We design, build, test, and document everything. If you are a technical founder or ops person and want to understand how it works, we walk you through the logic step by step inside Make.

What kind of processes can you automate with Make.com?

Almost any repeatable process that lives across tools. Typical examples include lead and deal flows between forms, CRMs and project tools, client onboarding, bookkeeping data flows, meeting note processing, support ticket routing, marketing automations, and internal operations like handoffs, approvals, and alerts.

How much does it cost to get started with ConsultEvo for Make.com?

Our minimum project size for Make.com work starts at 500 US dollars. Final pricing always depends on scope, number of tools, number of scenarios, and how much logic and AI you want to include. We first understand your use cases, then send a clear written quote before we start.

Is Make.com free or do I need a paid subscription?

Make.com has a free plan that is useful for testing and light usage. For production automations or higher volumes you will usually need a paid plan. The right plan depends on how many operations your scenarios will consume. During scoping we help you estimate this and choose a plan that fits your usage instead of overspending.

Who is ConsultEvo and how do you work with Make.com?

ConsultEvo is a systems and automation consultancy that builds and maintains workflows across tools like ClickUp, HubSpot, GoHighLevel, Airtable, Jira, Zapier, and Make.com. We design the process with you, build the Make scenarios, wire them into your tools, and then either hand them over or stay on as your automation partner.

What tools do you usually connect with Make.com for clients?

Common stacks include CRMs such as HubSpot, GoHighLevel, and Pipedrive, work management tools like ClickUp, Jira, Asana, and Monday, plus Google Workspace, email tools, accounting or invoicing apps, help desks, and data stores like Google Sheets or Airtable. We also use HTTP and webhooks to connect custom APIs and internal systems.

Can you integrate Make.com with AI tools and custom APIs?

Yes. We regularly use Make with OpenAI and other AI providers to enrich data, summarize content, classify requests, and create intelligent routing. We also connect custom APIs through HTTP modules and webhooks, which means we can talk to internal tools, portals, or any service that exposes an API.

Can you work inside our existing Make.com workspace and fix what is already there?

Yes. Many projects start with an audit of existing scenarios that grew over time and became hard to trust. We review what you already have, map the data flows, fix fragile logic, improve naming and structure, add error handling and logging, and document everything so the system becomes understandable again.

What do you need from us before you start building automations?

We usually need three things. First, a clear description of your current process and the ideal future state. Second, access to the tools and accounts that will be part of the automation, either through shared credentials or invited users. Third, a decision maker who can confirm edge cases and business rules so we do not guess.

Do you offer one time projects or ongoing support for Make.com?

Both. Some clients want a one time build for a specific workflow, plus handover and documentation. Others prefer an ongoing relationship where we keep improving scenarios, add new flows, and maintain the system as tools and teams change. We can scope this as a project or as a monthly retainer.

How do you handle errors, data integrity, and maintenance in Make scenarios?

We design scenarios with proper routing, checks, and logging so errors are visible and do not silently break your process. That usually includes validation steps, fallback paths, notification modules, and a clear way to replay or fix problematic runs. If you want ongoing support, we can also monitor and adjust scenarios over time.

What happens if a scenario fails or an app changes its API?

When something changes on the app side, Make usually returns clear error messages. Our builds include logging and alerts so you know when something breaks. For ongoing clients, we step in to adjust the scenario, update modules, or change the data mapping so the automation keeps working with the new API or field structure.

How do you test Make.com automations before they go live?

We start with test data and run scenarios in a safe way to confirm that each step behaves as expected. Then we run controlled live tests with limited volume, watch the execution history in Make, and only after that do we open it up to full traffic. For critical flows we usually add extra monitoring and alerts in the first weeks.

How do you handle security, data protection, and GDPR when using Make.com?

Make provides strong security features and is designed to support GDPR compliance, but how you build scenarios matters a lot. We follow the principle of minimum data, avoid storing sensitive information if it is not needed, and work with you on access control and retention rules. If you have a data protection officer, we can align with their requirements.

Can you migrate my existing Zapier or n8n automations to Make.com?

Yes. We often take existing Zapier zaps or n8n workflows and rebuild them in Make, usually with clearer structure and better logging. During migration we also review your logic to remove old steps that are no longer needed and to reduce operations cost by making flows more efficient.

Who owns the scenarios and documentation after the project is finished?

The scenarios we build live in your Make.com workspace, under your account. You also get documentation and an overview of the logic. You are not locked in. If you ever decide to maintain or extend the automations with your internal team, they get a system that is readable and documented.

Is Make.com a good fit if we are a very small team or solo founder?

Yes, as long as you have repeatable work that is worth automating. Even small teams can benefit a lot from one or two well designed scenarios that handle lead capture, follow up, or back office admin. For very small setups we usually start with a focused project around a single workflow and keep it simple on purpose.