Video course · 10 chapters · 46 min · certificate
Part 6 - Make.com CRM Automations & How to Build A Scalable Sales System
Build a scalable sales CRM with ClickUp and Make.com: pipeline stages, client lists, custom fields, automated follow-up emails, webhooks on stage changes, auto-updating stages from calendar bookings and moving won deals to clients.
What you'll learn
- Design CRM pipeline stages
- Set up a CRM in ClickUp
- Organise clients and custom fields
- Automate follow-up emails in Make
- Trigger flows on stage changes
- Auto-update stages from bookings
Chapters
10 chapters · 45:31-
2:47
01Intro Members
A high-value CRM and pipeline stages
Real money.
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3:27
02ClickUp Members
Setting up the CRM in ClickUp
Customer info.
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1:52
03Organisation Members
Client list and data organisation
Minimise diffusion.
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5:05
04Fields Members
Custom fields and pipeline setup
Columns.
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3:54
05Follow-up Members
Automated follow-up email
High ROI.
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8:57
06Webhook Members
Webhook for stage changes
Listen.
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5:17
07Bookings Members
Auto-update stage from bookings (1)
Calendar.
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5:17
08Bookings Members
Auto-update stage from bookings (2)
Flexible flows.
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5:17
09Bookings Members
Auto-update stage from bookings (3)
Fastest way.
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3:38
10Won Members
Moving won deals to clients
Close the loop.
Jobs this course suits
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