No-Code CRM with Make.com

make.com lets you build powerful no-code CRM integrations so you can automate lead capture, data syncing, and customer workflows across your favorite tools without writing a single line of code.

This step-by-step guide walks you through how to plan, build, and optimize CRM automations using the visual editor, templates, and integrations available on make.com.

Why use make.com for no-code CRM automation

CRM platforms are great at storing customer data, but they often need help connecting smoothly with forms, chat tools, spreadsheets, and other apps. make.com fills this gap by acting as an automation hub.

With make.com you can:

• Connect multiple CRMs, form tools, and databases together
• Route leads to the right pipeline or team automatically
• Keep records synced between systems in near real time
• Trigger follow-up emails, tasks, or notifications

All of this is done visually, using drag-and-drop modules.

Core concepts you need to know in make.com

Before building workflows, it helps to understand the key concepts used by make.com to automate CRM processes.

Scenarios in make.com

A scenario is a complete automation workflow in make.com. It defines how data flows from one app to another, including filters, conditions, and transformations.

Typical CRM scenarios include:

• Lead capture from forms to a CRM
• Syncing contacts between a CRM and a spreadsheet
• Creating support tickets from CRM activities

Modules and connections

Each scenario in make.com is made of modules. A module can:

• Watch for new or updated records
• Search or retrieve data
• Create or update CRM objects
• Transform or route information

To use CRM modules, you connect your apps to make.com using secure authentication, usually OAuth or API keys provided by your CRM vendor.

Triggers, actions, and searches

In make.com, modules usually play one of three roles:

• Triggers: Watch for new leads, contacts, or deals
• Actions: Create or update CRM records
• Searches: Look up customers or deals before writing data

Combining these lets you design powerful CRM flows.

Planning your first CRM automation in make.com

Before you open the visual builder, outline what you want your automation to do. A simple checklist helps avoid rework later.

Step 1: Define your CRM objective

Clarify what you want to achieve with make.com, such as:

• Automatically add new leads from a form to your CRM
• Sync newsletter subscribers with your contact database
• Create follow-up tasks whenever a new deal is opened

Write a short statement like: “When a new form is submitted, create a contact in the CRM and send a Slack notification.”

Step 2: Map your data

List the key fields you will push through make.com, for example:

• First name, last name
• Email and phone
• Company name
• Lead source
• Owner or assignee

Decide which app is the source of truth for each field, and how you want to handle conflicts.

Step 3: Identify apps and events

For each part of your process, identify:

• The app that generates the event (e.g., a form tool)
• The CRM or database that receives the data
• Any intermediate tools (chat, task manager, spreadsheets)

This makes it easier to select the right modules in make.com later.

How to build a CRM workflow in make.com

Once your plan is ready, you can build and test your first automation in the visual editor of make.com.

Step 1: Create a new scenario

1. Log in to your make.com account.
2. From the dashboard, click the option to create a new scenario.
3. Search for your CRM and other tools you want to connect.

You will see a canvas where you can drag and connect modules.

Step 2: Add a trigger module

Choose a module that starts your CRM scenario, such as:

• A form submission watcher (e.g., Typeform, HubSpot forms)
• A “New row” watcher in a spreadsheet
• A “New message” trigger in a chat tool

Configure any filters like form ID, sheet name, or channel.

Step 3: Connect your CRM module in make.com

1. Click the plus button next to the trigger module.
2. Select your CRM app.
3. Choose an action like “Create Contact,” “Create Lead,” or “Create Deal.”
4. Authenticate your CRM connection when prompted.

After connecting, you can map fields from the trigger to your CRM object.

Step 4: Map and transform CRM data

In the module configuration window of make.com, use the field mapper to connect values from earlier modules to CRM fields:

• Drag or select variables like email or name
• Combine fields if needed (for example, full name)
• Use built-in functions to clean or reformat data

You can also set default values, such as assigning a pipeline or lead source.

Step 5: Add conditions, filters, and routes

make.com lets you control the flow based on conditions. For CRM workflows you might:

• Route enterprise leads to a specific team
• Skip records with missing emails
• Send high-value deals to a special Slack channel

Add filters or router modules to split the scenario into multiple paths based on your business rules.

Step 6: Test and activate your scenario

1. Run the scenario once in manual mode in make.com.
2. Submit a test form or add a sample record.
3. Check the execution log to confirm each module behaves as expected.
4. Fix mapping issues or permission errors if they appear.
5. When everything looks good, switch the scenario to active.

Monitor the first real executions closely to ensure your CRM data is clean and accurate.

Using templates from make.com for faster CRM setup

You do not have to start from scratch. make.com offers ready-made templates for popular CRM apps and workflows.

Templates are especially useful when you want to:

• Connect a CRM to a common form builder
• Sync data between a CRM and spreadsheets
• Trigger notifications from CRM events

You can browse example scenarios on the official how-to guide page at make.com no-code CRM integrations, then customize the modules to match your data structure.

Best practices for CRM data quality in make.com

Automations are only as good as the data they move. Follow these practices when working in make.com:

• Validate emails and required fields before creating records
• Normalize formats (phone numbers, dates, names)
• Use searches to avoid duplicate contacts or companies
• Log errors or skipped records in a sheet for review

Whenever possible, test changes in a sandbox CRM or with test values before applying them to production data.

Scaling your CRM automations with make.com

After your first automation is stable, you can expand your CRM system by adding more scenarios in make.com.

Examples of advanced CRM workflows

• Multi-step lead nurturing with email tools and CRM tags
• Syncing deal stages with a project management app
• Routing support requests between CRM and help desk tools
• Generating reports by aggregating CRM data in a dashboard tool

As you add more scenarios, document how data moves between systems so your team understands the full process.

Getting expert help with make.com CRM setups

If you want help designing robust CRM architectures or scaling your automations, consider working with specialists who understand make.com and CRM best practices.

For consulting, implementation, and optimization services, you can explore Consultevo, a consulting partner that helps teams design and maintain automation ecosystems.

By combining a clear CRM strategy with the visual automation capabilities of make.com, you can build a flexible, no-code system that captures leads, keeps data clean, and supports your entire customer lifecycle without heavy engineering work.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

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