1CRM:
2- Salesforce
3- HubSpot
4- Pipedrive
5- Zoho
6 
7Databases:
8- Airtable
9- Google Sheets
10- Notion
11- Supabase
12 
13Communication:
14- Slack
15- Microsoft Teams
16- Email
17- SMS
18 
19E-commerce:
20- Shopify
21- WooCommerce
22- Stripe
23 
24Productivity:
25- Google Workspace
26- Microsoft 365
27- Calendars

1Use cases:
2- Create/update contacts
3- Log conversations
4- Create deals
5- Trigger workflows

11. Add HubSpot module
22. Authenticate (OAuth)
33. Select action:
4   - Create Contact
5   - Update Contact
6   - Search Records
7   - Create Deal

1When agent captures lead info:
2 
31. Agent collects:
4   - Name
5   - Email
6   - Company
7   - Interest
8 
92. Make workflow:
10   - Search existing contact
11   - If exists → Update
12   - If new → Create contact
13   - Create deal
14   - Assign to sales rep
15 
163. Notify sales team

1Similar pattern:
21. Connect Salesforce
32. Map fields
43. Create/update records
54. Trigger Salesforce automations

1Perfect for:
2- Storing conversation logs
3- Product catalog
4- FAQ database
5- User preferences

11. Create Airtable base
22. Design tables
33. Get API key
44. Connect in Make

1Airtable table: Conversations
2Fields:
3- conversation_id
4- user_id
5- channel
6- messages (long text)
7- sentiment
8- topics (multi-select)
9- resolved (checkbox)
10- created_at
11- updated_at

1After each conversation:
2 
31. Get conversation data
42. Analyze sentiment
53. Extract topics
64. Create/update Airtable record
75. Tag with categories

1Simple integration:
2- Append rows
3- Update cells
4- Read data
5- Query data
6 
7Use for:
8- Quick logging
9- Simple databases
10- Reporting
11- Sharing with team

1Knowledge management:
2- Create pages
3- Update databases
4- Search content
5- Link resources
6 
7Good for:
8- Documentation
9- Knowledge base source
10- Task tracking

1General pattern:
21. HTTP module in Make
32. Set URL
43. Set method (GET/POST/PUT)
54. Add headers (auth)
65. Add body (if needed)
76. Parse response

1API Key:
2Headers: {"X-API-Key": "your_key"}
3 
4Bearer Token:
5Headers: {"Authorization": "Bearer token"}
6 
7OAuth:
8- Redirect flow
9- Exchange code for token
10- Refresh tokens
11 
12Basic Auth:
13Headers: {"Authorization": "Basic base64(user:pass)"}

1Get weather for user's city:
2 
31. User: "What's the weather in Hanoi?"
42. Extract city: "Hanoi"
53. HTTP GET: api.openweathermap.org/...?q=Hanoi
64. Parse response
75. Agent: "It's currently 28°C in Hanoi with clouds"

1Check order status:
2 
31. User: "Track order #12345"
42. Extract order number
53. HTTP GET: yourstore.com/api/orders/12345
64. Parse: status, shipping, ETA
75. Agent: "Your order shipped and arrives Tuesday"

1Use cases:
2- Check availability
3- Book appointments
4- Send invites
5- Reschedule meetings

1Agent conversation:
2User: "Book a meeting with sales"
3Agent: "When works for you?"
4User: "Tuesday afternoon"
5Agent: [Checks calendar]
6       "I have 2pm or 4pm available. Which do you prefer?"
7User: "2pm"
8Agent: [Creates event]
9       "Done! Meeting booked for Tuesday 2pm.
10        You'll receive a calendar invite shortly."

1Make workflow:
2 
31. Search calendar for free slots
42. Filter by business hours
53. Present options to user
64. On selection:
7   - Create calendar event
8   - Add attendees
9   - Send invitations
105. Confirm to user

1Triggers:
2- After conversation ends
3- Lead captured
4- Support ticket created
5- Follow-up reminders

1After sales conversation:
2 
31. Conversation ends
42. Extract discussed topics
53. AI generates personalized email:
6   "Hi [Name],
7   Great chatting with you about [topic].
8   As discussed, here's [relevant info].
9   Let me know if you have questions!"
104. Send via Gmail/SendGrid

1Process incoming emails:
2 
31. Email received
42. Parse content
53. Classify type
64. Extract key info
75. Route to agent or create ticket
86. Auto-respond if appropriate

1Alert team when:
2- New lead captured
3- Escalation needed
4- High-value customer
5- Negative sentiment detected

1Make module: Slack - Post Message
2 
3Channel: #sales-leads
4Message:
5"🔥 New Lead!
6Name: {{name}}
7Company: {{company}}
8Interest: {{interest}}
9Score: {{score}}
10<{{crm_link}}|View in CRM>"

1Build agent in Slack:
21. Create Slack app
32. Configure webhooks
43. Process messages in Make
54. Respond in Slack
6 
7Use case:
8- Internal support bot
9- Company knowledge Q&A
10- Quick data lookups

1Receive data from external systems:
2 
31. Create webhook in Make
42. Get URL
53. Configure in source system
64. Process incoming data
75. Trigger workflows

1Send data to external systems:
2 
31. Action in agent
42. Make workflow triggered
53. HTTP POST to external URL
64. Include relevant data
75. Handle response

1Keep systems in sync:
2 
3Agent creates ticket
4    ↓
5Webhook to CRM
6    ↓
7CRM creates record
8    ↓
9Webhook back: record created
10    ↓
11Agent confirms to user

1Map agent data to external fields:
2 
3Agent               →   CRM
4─────────────────────────────
5user_name           →   First Name
6user_email          →   Email
7conversation_topic  →   Lead Source
8interest_level      →   Lead Status
9notes               →   Description

1Transform data formats:
2 
3Date: "January 5, 2026" → "2026-01-05"
4Phone: "0912345678" → "+84912345678"
5Currency: "1000000" → "1,000,000 VND"

1Monitor:
2- API response times
3- Error rates
4- Data sync status
5- Rate limit usage

1Alert when:
2- API failures
3- Sync delays
4- Authentication issues
5- Unusual patterns