Role-Based Programme
RB0798

Make.com for Sales & Business Development

Automate Lead Management, Follow-Ups & Sales Workflows

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability to use Make.com for recurring sales and business-development workflows.
  • Automate lead capture, qualification inputs, assignment, follow-ups, and CRM updates.
  • Connect forms, CRM platforms, email, spreadsheets, and sales applications into coordinated scenarios.
  • Apply AI-assisted processing for lead research, enquiry summarisation, classification, and sales preparation.
  • Create reliable sales automations with human review, exception handling, and data-quality controls.

Tools covered

Make.comScenario BuilderTriggers & ActionsFormsWebhooksRouters & FiltersCRM IntegrationsData MappingAI-Assisted WorkflowsNotificationsError Handling

Who should attend

  • Sales Managers
  • Business Development Managers
  • Sales Operations Professionals
  • Account Managers
  • Key Account Managers
  • Inside Sales Professionals
  • Business Development Executives
  • Sales Development Representatives
  • Lead Generation Professionals
  • Pre-Sales Professionals
  • Revenue Operations Professionals
  • Sales Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of sales and business-development processes
  • Familiarity with leads, CRM, opportunities, and follow-up activities
  • Basic experience with email, forms, spreadsheets, or CRM applications
  • Basic awareness of workflow automation is helpful
  • No programming knowledge required
  • No previous Make.com experience required

TOC Modules

Concepts
  • Understanding scenarios, modules, triggers, actions, connections, and executions
  • Identifying repetitive sales activities suitable for automation
  • Understanding scheduled, event-driven, and lead-triggered workflows
  • Differentiating automation support from salesperson decision ownership
Practical activities
  • Exploring the Make Scenario Builder
  • Building a simple lead-processing workflow
  • Running and reviewing scenario execution

Scenarios

Lead to Sales-Ready Follow-Up

Lead Source → Make.com Intake → Data Validation → Qualification → Sales Owner Assignment → CRM Update → Follow-Up Reminder

Participants automate lead processing from initial capture through qualification, assignment, and timely sales follow-up.

Stalled Opportunity to Sales Action

Pipeline Data → Inactivity Detection → Priority Check → Sales Alert → Recommended Follow-Up → CRM Update

Participants create a workflow that identifies stalled opportunities and triggers structured follow-up to improve pipeline discipline.

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