An example can best help you comprehend how it works. Consider a scenario where you’ve received an email from a client with important information and some attachment. You would usually open the email, download attachments, then open your CRM to upload the collected data and attachments.
With Make, you won’t have to do all this as it does it automatically. Your email app is linked to your CRM system, and then you’ll select a trigger. This trigger can be some keyword, such as “project.” When a word or phrase is detected, the two applications exchange data and uploads done where required.
Don’t worry about wrong data being uploaded to your CRM; Make is highly intelligent to recognize what’s relevant and what’s not. It does this by splitting the email read into content, client data, and file attachments. It’ll then search your CRM for the right customer and upload the relevant collected data.
That’s a basic preview of what the app does, but this workflow approach is also possible in handling complex processes with multiple steps. Once turned on, the process, usually called “Scenarios” on Make, will run all day and kick in the minute the app detects a trigger.