by Make.com

1)The client needed to automate business processes through the integration of Webhooks with Make.com. The goal was to reduce the number of actions for the manager, enabling specific changes, such as status or deal level changes, to occur instantly with just one click. This made essential and elementary information readily available to any employee working with the CRM system.

2) What was done:

-Developed scenarios from scratch to ensure convenience.
-Automatically creates a new case in the CRM after client confirmation.
Updates the deal when the status changes.

3)The client received an automated scenario for their business, enhancing lead generation.
Communication between the manager and the client became more professional.