Discover workflows that save your business time and money. See which tools work together and how to set them up.
32 automations found in Find & Win Customers
When someone registers for your event on Eventbrite (an event ticketing platform), Make automatically sends them a Google Meet link for the follow-up Q&A call. The link gets added to their confirmation email without you lifting a finger. Your attendees feel taken care of and your no-show rate drops.
Save 2 hours per event and increase follow-up call attendance by sending instant, automatic invites.
Saves ~45 min/week
When you publish a new event in Eventbrite, Make grabs the event details and creates a scheduled post in Meta Business Suite for both Facebook and Instagram. Your followers see the event right away without you writing a separate social post.
Promote every new event on social media within 15 minutes of publishing — no extra work.
Saves ~1 hr/week
When someone submits a catering inquiry through a Cognito Forms (an online form builder) form on your website, Make pulls your available dates and pricing from Toast and sends an automatic reply with a quote. You respond to leads in minutes instead of days. Faster replies mean more booked events.
Respond to catering leads in under 5 minutes and book 20% more events by beating competitors to the reply.
Saves ~3 hrs/week
When a customer opts in during a Tidio chat, their email address goes straight into Mailchimp (an email marketing tool). You build your list without any manual exports or imports. New subscribers get your welcome email right away.
Grow your email list 20% faster and save 2 hours/week on contact management.
Saves ~2 hrs/week
When a visitor starts a chat on your website and shares their contact info, Tidio sends that data straight to HubSpot. You stop copying names and emails by hand. Every lead lands in your CRM (customer relationship management system) within seconds.
Save 3 hours/week on manual data entry and follow up with new leads 24 hours faster.
Saves ~3 hrs/week
When you're thinking about a rebrand, use Namechk to test new name ideas before telling anyone. Once you pick the right name, update your HubSpot CRM (a tool that stores all your customer and contact info) with the new brand details. This keeps your team and your contacts on the same page.
Complete a rebrand name check in 10 minutes and update your whole team in HubSpot the same day, saving 4 hours of back-and-forth.
Saves ~1 hr/week
Once Namechk confirms your brand name is available, use Dub to create short branded links (web addresses you shorten and customize) for your social profiles and website. This lets you share one clean link in your bio or emails that points anywhere you need.
Launch a new brand with consistent links across all platforms in under 30 minutes instead of a full day of setup.
Saves ~2 hrs/week
Use Namechk to look up competitor brand names and see which platforms they haven't claimed yet. Log your findings in Notion so your team can track opportunities and gaps. This helps you spot naming strategies that work in your market.
Cut brand research time by 3 hours per project by centralizing all name availability data in one Notion doc.
Saves ~1 hr/week
When you have a new business name idea, run it through Namechk first to confirm the username is open everywhere. Then build your site on Wix only after you know the name is yours to claim. This keeps your brand consistent from day one.
Avoid costly rebrands by confirming name availability in 5 minutes before investing in a website build.
Saves ~45 min/week
Before you spend money on a domain, use Namechk to search your business name across 100+ platforms at once. Then use Namecheap Sitemaker to register the domain you want. This stops you from picking a name that's already taken on Instagram, X, or TikTok.
Save 2 hours per brand launch by checking all platforms in one search instead of visiting each site manually.
Saves ~30 min/week
Build a custom Vue.js form on your website that collects lead info and sends it straight to HubSpot CRM (a tool that stores and tracks your sales contacts). You control exactly what fields you collect and how the form looks — no generic embed code. New leads show up in HubSpot automatically so your team can follow up fast.
Get new leads into your CRM in under 60 seconds and save 3 hours/week on manual data entry.
Saves ~3 hrs/week
The moment someone submits your Tally form, they get a personalized welcome or confirmation email through Mailchimp. You look professional and responsive without writing a single email yourself.
Respond to every new lead in under 2 minutes and save 2 hours/week on manual email follow-ups.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
