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How To Build An Automated Client Onboarding System in Make.com (2024 Full Tutorial)

Today, I am going to show you how to build an automated client onboarding system in Make.com. Let's get into it! The usual client onboarding process can be a significant drain on time and resources. These repetitive yet crucial activities (creating and sending invoices, writing up introductory emails, and booking introductory calls) often eat into valuable hours that could be better spent on strategic growth and client interaction. By automating the onboarding process, businesses can save a considerable amount of time, ensuring a more efficient workflow and allowing teams to focus on high-impact tasks. In this video, I'll show you how to build an automated client onboarding system using Make.com. We'll start by setting up our automation trigger in Pipedrive, our CRM of choice. Next, we'll automatically generate and send an invoice to our prospective client via Stripe. Once the client completes the payment, we'll trigger the second half of our onboarding workflow. This includes: 1) generating a Calendly link for the client to book an introductory meeting, 2) curating and sending a personalized welcome email, 3) updating our deal to "won" in Pipedrive, and 4) creating a new private Slack channel for collaboration with our new client. All of this will be done automatically! Subscribe for weekly tutorials! -------------------- 🔥 Resources - 🔮 Make.com (Signup here for one FREE month!!): https://www.make.com/en/register?pc=s... 🚀 Pipedrive: https://www.pipedrive.com/ 💳 Stripe: https://stripe.com/ 📆 Calendly: https://calendly.com/ 🤖 OpenAI: https://openai.com/ 🦜 Slack: https://slack.com/ -------------------- ☎️ Get In Touch - ✉️ Business Inquiries: [email protected] 🚀 My Webflow Membership Agency: https://www.memberify.io/ -------------------- ⏰ Timestamps - 0:00 👋 INTRO 1:41 🚀 Build Pipedrive Trigger 5:32 💰 Create and Send Stripe Invoice 19:12 🌟 Build Paid Invoice Trigger 23:11 🖋️ Curate Welcome Meeting and Email 29:29 💬 Update Deal and Create Slack Channel 33:57 🧪 Test!!! 38:16 ✌️ CONCLUSION -------------------- 🔗 My Links - 🌊 Webflow: https://webflow.grsm.io/l9bi5zf0cljy 🥞 Memberstack: https://memberstack.com/?via=survivin... 🤖 Botpress: https://try.botpress.com/g9islyh7pjv6 🔮 Make.com (Signup here for one FREE month!!): https://www.make.com/en/register?pc=s... 🚀 My Webflow Membership Agency: https://www.memberify.io/ -------------------- 👨 WHO AM I - I'm Alex, a 28 year old Financial Analyst who lives in Nashville, TN. On this channel, we explore the no-code strategies and tools that can help us launch the projects that inspire us and, consequentially, lead the lives we've always dreamed about. If that sounds interesting, consider subscribing! See you in the next video 😀