Connection between the systems. Brunomag and Integromat (now called make)

We all use and -mail, calendar, Facebook, but also other micro applications. At one point we want to have a connection between them, to be able to better manage our business and fully exploit today’s advanced technology. In the past we always needed time programmers to establish these connections, but as things advance and seek as much as possible to simplify the work through the digital elements, they appeared.

What is the fact and how do SMEs help?

Make (or former integromat) is also considered the “internet glue”, based on the fact that it attacks applications between them. In addition, Make is a strong application when it comes to automation and connections between different systems belonging to the same organization. In short, when something happens in a cloud system, doing helps to happen something else in another cloud system.

Everything is very simple.

Create an account and you can already start creating the automation you need, because it is very easy to use. SortI don’t need advanced IT knowledge to connect systems with each other. Everything consists in creating scenarios based on what you want to happen and depend on the applications you use.

Or it can return to the category of people who It does not benefit for so long time intended for automation. There is nothing. Below we offer some examples that we use in the Bruomag organization, but also for some of Our customers. We can configure these scenarios at any time for you.

⚡️ increases the automatic scenarios directly from the Google calendar based on certain events in the calendar

In this scenario we wanted that for each and -mail containing the phrase of the “Connect Call” type, an invitation to our support address will be sent, in order to automatically generate a CRM ticket. So we can have an overview of the sessions that we will have, to the potential customers with whom we take care and we will no longer need to climb away and -mail to organize our agenda.

⚡️ Pick Automatic -Up invoices from a univocal email address

This scenario spared us for dozens of hours spent through and -mail in search of invoices received from suppliers. Through make I automated the process of receiving invoices as follows:

• The documents are taken from the E -mail and uploaded to a folder on Google Drive
• In this folder of GDRIRO he has access to the accountant, allowing him to receive the documents in real time
• The names of the invoices are renamed according to the emissions provider
• At the same time, a list of Excel is completed with the name of the supplier, the title of -mail, the date of sending, the correlated invoice, based on the invoices received that month. Therefore, we have an overview of all the invoices of that month.

Automation has different aspects that can be customized:

• Rules for hiring/transfer/verification of documents
• TURN PROGRAM – It depends on the moment you need to carry out automation

⚡️ Follow-up activity automatically issued

Keeping communication with current and future customers is one of the elements of a successful partnership. Therefore, within the CRM, based on related tickets, 3 follow-up tasks are generated through the brand and which, during a month after we had the first meeting with a potential customer, we will resume it.

It is important to note Here this is one of our internal follow-up processes. We can make scenarios based on the needs of each organization. Perhaps a particular customer needs more special attention and therefore 3 follow-ups will be needed.

⚡️ Facebook leads YES MAILCHIMP

Following the leadership campaigns, we wanted people who complete the module to become our subscribers to the newsletter. To establish the Facebook connection with Mailchimp (which is our newsletter platform) that I used.

Important! Between the two platforms they will need a CRM capable of transmitting contacts to Mailchimp.

Why choose Brunomag as a road partner in the digitization of your organization?

Brunomag not only offers digitizationBut it offers advice, which means that we do not come and implement the software and respective automation. We decide together what is suitable for existing systems in your company, so let’s move on to personalized implementations and solutions.

benefits adoption of our solutions – According to customer feedback:

• Reduction of customer response times
• clarity in the workflow, due to the general gaze
• The information is in the same place: no more than e-mails, notes, other platforms is
• Reduce pressure from the critical moments of the month, because everyone knows what to do and why information must complete the activities. It is no longer a constant test.
• Increase performance at the organization level
• The ability to increase the customer portfolio, due to the increased performance

We know more about make and how it can adapt to solution for your business.

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