Make Integration

The Make integration allows you to connect ConnectSafely with Make (formerly known as Integromat), a powerful automation platform used to build complex, multi-step workflows without writing code.

This integration helps teams automate outreach and link ConnectSafely with other apps and systems through intuitive visual automation flows.

What Is the Make Integration?

Make is a visual automation platform that lets you connect apps and services in custom workflows called "scenarios."

The ConnectSafely Make integration enables you to:

• Trigger ConnectSafely actions from external systems
• Link engagement automation to events in other apps
• Build multi-step workflows involving several tools
• Orchestrate data and actions without writing code

Make is ideal for users who want flexible automation without developer support.

What You Can Do with Make + ConnectSafely

Using Make with ConnectSafely, you can:

• Automate outreach based on external triggers
  Example: When a new CRM contact is created, start a ConnectSafely engagement.
• Link ConnectSafely actions with other systems
  Example: Send a summary to Slack or update a database after engagement runs.
• Build conditions and logic into workflows
  Add branching, filters, delays, and logic steps to customize behavior.
• Unify automation across your tool stack
  Combine email, CRM, calendars, and more in coordinated sequences.

Common Use Cases

Teams commonly use the Make integration to:

• Trigger ConnectSafely engagement after form submissions
• Sync automation events with CRMs like HubSpot
• Create cross-platform outreach workflows
• Build conditional automation logic

How It Works (High Level)

At a high level:

1. A trigger in Make watches for an event (e.g., new CRM record)
2. Make calls ConnectSafely using the Make integration
3. ConnectSafely performs the configured action
4. The Make workflow continues based on your design

Once configured, workflows run automatically without manual intervention.

When Should You Use the Make Integration?

Use the Make integration when you:

• Want to build no-code / low-code automation
• Need visual workflow logic (conditions, filters, delays)
• Use multiple tools that need to work together
• Prefer drag-and-drop automation design

If you need very deep customization or programmatic control, the ConnectSafely API may be more appropriate.

Setup & Configuration

This article explains what the Make integration is and when it's useful.

For step-by-step setup instructions, configuration options, and examples, refer to the official documentation:

The documentation includes:

• How to connect Make to ConnectSafely
• Required credentials and trigger setup
• Workflow examples
• Troubleshooting tips

Best Practices

To get the most from the Make integration:

• Start small before scaling workflows
• Use filters and error handling to prevent failures
• Test scenarios in a sandbox before production
• Monitor execution logs regularly

Good practices help avoid automation loops and maintain reliability.