Role-Based Programme
RB0802

Make.com for Marketing

Integrated Campaign Automation, Lead Orchestration & AI-Assisted Marketing Operations

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in designing Make.com workflows for campaign operations, lead management, content processes, customer journeys, and marketing reporting.
  • Integrate CRM, forms, email, advertising, collaboration, and analytics platforms to reduce repetitive marketing work and manual handoffs.
  • Build reusable automation using routers, filters, webhooks, scheduling, APIs, iterators, and aggregators.
  • Apply AI-assisted workflows for lead enrichment, campaign analysis, content preparation, customer-feedback processing, and marketing intelligence.
  • Implement approval, brand-governance, consent, data-quality, error-handling, and human-review controls across marketing automation.

Tools covered

Make.com Scenario BuilderTriggers & ActionsRoutersFiltersWebhooksSchedulingIteratorsAggregatorsData StoresHTTP/API IntegrationCRM & Marketing IntegrationsMake AI AgentsError Handlers

Who should attend

  • Marketing Managers
  • Digital Marketing Professionals
  • Marketing Operations Professionals
  • Campaign Managers
  • Demand Generation Professionals
  • Growth Marketing Professionals
  • Content Marketing Professionals
  • CRM & Lifecycle Marketing Professionals
  • Lead Generation Professionals
  • Product Marketing Professionals
  • Marketing Analysts
  • Marketing Automation Specialists
  • Marketing Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of digital marketing, campaigns, leads, content, or customer-engagement workflows
  • Familiarity with CRM, email marketing, forms, advertising, or collaboration platforms
  • Basic awareness of marketing data and campaign-performance metrics
  • Basic understanding of workflow logic is helpful
  • No advanced programming expertise required
  • No previous Make.com course attendance required

TOC Modules

Concepts
  • Understanding scenarios, modules, triggers, actions, connections, and scenario executions
  • Identifying repetitive marketing activities suitable for automation
  • Understanding scheduled, event-driven, and on-demand marketing workflows
Practical activities
  • Mapping a manual marketing process into an automated scenario
  • Building and running a multi-step marketing workflow

Scenarios

Multi-Channel Campaign Lead to Sales Handoff

Campaign Response → Make.com → Lead Validation → Enrichment → Qualification → Segmentation → CRM Update → Sales Assignment → Follow-Up → Campaign Attribution

Participants build an integrated lead-management workflow that captures campaign responses, applies qualification logic, updates connected systems, and creates a structured sales handoff.

Campaign Performance to Optimisation Action

Campaign Data Sources → Make.com → Data Consolidation → KPI Analysis → AI-Assisted Summary → Underperforming Segment / Channel → Marketing Review → Optimisation Action

Participants automate campaign-performance consolidation and use AI-assisted analysis to surface potential improvement areas while keeping final budget, targeting, and optimisation decisions with marketing professionals.

Continue with programmes from the same capability area.

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Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.