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Make + CRM integration for launching automated email campaigns

#Short description:
Setting up an automated email marketing system based on Make.com (Integromat), CRM (Kommo), and SendPulse Automation 360, which automatically triggers mailings upon the appearance of a new lead and responds to their behavior.

#Business logic and goal of automation:
30 minutes after the creation of a lead, if the application remains in the New Leads stage, the system automatically sends an email chain with useful information to warm up the client.

#Automation - description:
A webhook has been added to the sales funnel stage - New leads, which triggers automation with a 30-minute delay.
The first module that triggers the automation is Webhooks - Custom webhook, this module is connected via API key to the New leads stage in the CRM sales funnel.
Next, there are 6 Tools modules - Sleep, each configured with a delay of 300 seconds, to achieve a total delay time of 30 minutes.
After the wait, the following HTTP modules - make a request and Komo - Get a Lead check leads.status_id, two different modules are used to avoid an error, as the CRM does not allow two similar API requests to be made.
The filter stage_id_CRM checks whether the lead remains in the New leads sales funnel stage.
Komo - Get a contact, additional lead data is required from the CRM. Using Tools modules - Set multiple variables: it retrieves such data from the Komo - Get a Lead and Komo - Get a contact modules: Email, Phone, data where the user has given consent to receive mailings: I_WANT, CONSENT_TO.
The next module Google Sheets - Add a row, additionally saves lead data in case the Sendpulse module does not work (non-functioning is a very rare scenario that occurs, for example, during an API update).
The Sendpulse module - Create/Update a contact, adds leads to the necessary address book by adding an Error handler - Ignore to exclude error 409, which stops the scenario.
Adding leads to the address book is a trigger that starts the mailing scenario in the Sendpulse service - automation 360.

#Flow result:
Subscribers receive from 1 to 3 emails with the necessary information; if the user opens the first email, the second and third are not sent to them. If the user does not open the first email, they receive the second, and following this logic, the third. If none of the emails are opened by the user within two weeks, their contact is automatically deleted from the corresponding address book in Sendpulse.

#Additional project information:
- 8 similar Flows have been implemented as described in the automation;
- For each Flow, corresponding email templates and address books have been created in Sendpulse;
- Automated chains have been set up in Sendpulse for each Flow - automation 360.


#Technologies:
Make.com (Integromat)
Kommo CRM
SendPulse
SendPulse Automation 360
Google Sheets


#Make #Integromat #CRM #Kommo #SendPulse
#EmailMarketing #EmailAutomation #MarketingAutomation
#API #Webhooks #SalesFunnel #NoCode
Work details
Budget 710 USD
Added 12 January
153 views
Freelancer
Yurii Yelisieiev
Ukraine Kyiv
No reviews

Available for hire Available for hire
On the service 8 months 9 days