Make.com guides & templates · SMBs

Follow up on invoices, quotes and leads with Make.com

Free step-by-step guides and ready-made templates for Google Sheets, Gmail, HubSpot and Slack. Set them up in your own Make account, or hire a setup on Fiverr if you’d rather not build it yourself.

Stuck on a Make error? Start with the free guides · Need help with setup? View services

Works with the tools you already use

  • Make
  • Google Sheets
  • Slack
  • HubSpot
  • Pipedrive
  • OpenAI

Ready-made Make.com templates

Prefer to set it up yourself? Import a tested scenario into your own Make account, connect your apps and follow the step-by-step guide.

Template · Make.com

Lead Router: Form → HubSpot → Slack

Every new form response becomes one clean HubSpot contact (created, or updated when HubSpot already has that exact email), and hot leads ping Slack. Includes the blueprint, a 9-page setup guide, a form template and fictional test leads.

$19 once on Gumroad. Uses HubSpot’s free CRM. Whether Make’s Free plan is enough depends on your schedule, lead volume and other scenarios.

Bundle · $39 · Make.com

Make.com Starter Bundle: all 3 paid templates

Lead Router, Polite Invoice Reminder and Quote Follow-Up Assistant in one Gumroad purchase: $39 instead of $57 when bought separately. You get the same files and setup guide for each template as when you buy it on its own.

$39 one-time on Gumroad. 30-day money-back guarantee.

Free Make.com guides

Step-by-step tutorials and error fixes for small-business automations. No sign-up needed.

Fix errors

Make.com error cheat sheet

Every common Make.com error on one page: error types, HTTP codes and app errors, with the first fix and the right handler.

Learn

Make.com for beginners

Scenarios, modules, bundles, triggers, filters, routers, credits and error handlers, plus 8 small-business use cases.

All guides → · Guides by app →

See it in action

A short walkthrough of a Form → Make → Slack flow. Click to load the video; nothing embeds until you ask.

Watch on YouTube

Leads shouldn’t live in five places

When inquiries sit in spreadsheets, WhatsApp chats and inboxes, follow-ups slip. Someone ends up copying data by hand.

Scattered inboxes

Form replies, WhatsApp messages and email threads hold the same lead in different shapes.

Spreadsheet limbo

Rows get added late, columns drift, and nobody knows who followed up last.

Manual copy-paste

Moving data into a CRM or Slack by hand is slow, error-prone and hard to scale.

Small-business automations you can copy

Concrete Make scenarios for leads, invoices, follow-ups and CRM, ready to adapt or built for you.

Leads

Form to Slack leads

New form submissions land as a clear Slack message so the right person can reply fast.

AI

AI lead scoring

Score and tag new leads with AI before they hit your CRM, so hot ones rise to the top.

Finance

Invoice PDF automation

Generate invoice PDFs from sheet rows or form data and file them where your team expects.

Nurture

Email follow-ups

Timed follow-up emails after a lead goes quiet, without living in your drafts folder.

CRM

WhatsApp / Form to CRM

Push WhatsApp or form leads into HubSpot or Pipedrive with a follow-up task attached.

Migrate

Zapier to Make migration

Rebuild existing Zaps as Make scenarios your team can read and maintain.

Done-for-you services

Prefer not to build it yourself? We design and ship the automation in your accounts. You own everything.

Custom

from $300

Up to 3 workflows · 14-day delivery · 3 revisions

  • Up to 3 related Make scenarios (e.g. lead intake + hot routing + follow-up reminder)
  • CRM setup help
  • Slack / email alerts
  • Testing with your sample data
  • Step-by-step written guide with annotated screenshots
  • Written handoff
Discuss Custom scope on Fiverr (opens Fiverr in a new tab)

Prices in USD. Starter and Growth match the Fiverr Basic and Standard packages. Custom matches Premium, currently $300. Each package is a fixed-price first milestone. A larger build is quoted after a scope check: message us on Fiverr. General questions? Email us.

How it works

Choose how you want to get started. Either way, everything runs in your own Make account: you keep the credentials, the data and the scenarios.

Do it yourself

Set up a template yourself

  1. Choose a template and check its required apps. Paid templates are downloads sold through Gumroad; free templates download directly from this site.
  2. Import the Make blueprint, connect your accounts and follow the included setup guide.
  3. Run the fictional examples, check the results and follow the guide before using your own data.
Done for you

Order a setup service

  1. Open the relevant Flowpaja gig on Fiverr and review its packages.
  2. Confirm the workflow, required accounts and agreed deliverables through Fiverr.
  3. Receive the setup and handover described in your Fiverr order.

A template purchase covers the downloadable files and guide. A setup service is a separate Fiverr order.

FAQ

Straight answers for busy owners.

What is Make?
Make (formerly Integromat) is a no-code platform that connects apps with visual scenarios. You drag modules, map fields and run automations without writing code. Make has a free plan: create a free Make account (affiliate link).
Do I need to code?
No. Flows are built visually in Make. If you hire us, you only need to approve the logic and share access to the apps you already use.
How fast can something ship?
It depends on the workflow. We agree the scope and timeline with you before any work starts.
What do I need to provide?
Access to the apps involved (Make, Slack, Sheets, CRM…), a few real example leads or invoices, and a clear “done” definition: who should get notified and when.
How do you handle GDPR and data?
We use your own accounts. Automations run under your Make workspace and your app logins. You own the scenarios and the data. We don’t host your customer data on Flowpaja servers.
What’s an affiliate link?
Some links to Make include our partner code. If you sign up through them, we may earn a commission at no extra cost to you. The product price stays the same.

Choose your next automation

Read a free guide, start with the free overdue invoice summary, compare the $19 templates, or find a setup service on Fiverr.