Make.com

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Automate Your Workflow with Make.com and DealBuilder

Make.com is a powerful, visual platform that lets you connect DealBuilder to thousands of apps and systems without writing a single line of code. With Make, you can automate repetitive tasks, reduce manual effort, and ensure data flows seamlessly between the tools you already use.

With Make's visual workflows (called scenarios), you can, for example:

✅ Update your CRM system when a new agreement is signed in DealBuilder.
✅ Send notifications in Slack or Microsoft Teams as soon as an agreement is approved.
✅ Store signed documents automatically in cloud storage like Google Drive, OneDrive, or Dropbox.
✅ Generate invoices in your accounting system based on signed agreements.

How Does Make.com Work?

Make.com uses a simple, visual interface where you build workflows by dragging and dropping apps and actions (called scenarios). The platform is highly flexible, allowing you to customize integrations to fit your business needs perfectly.

You can start with ready-made templates or build custom scenarios that optimize how you use DealBuilder alongside your existing software stack.

Need Help Setting Up Your Integrations?

You can choose to set up integrations yourself or get assistance from one of our integration partners. Our partners specialize in building custom solutions tailored to your specific requirements. They have extensive experience connecting DealBuilder to a wide range of popular systems, helping you save time and get up and running quickly.

Examples of Popular Integrations for DealBuilder Users:

• Salesforce
• HubSpot
• Slack
• Microsoft Teams
• Google Drive
• OneDrive
• Fortnox
• Visma

Get Started with Make.com Today!

By using Make.com, you can maximize the potential of DealBuilder — faster workflows, less manual work, and seamless automated processes.

👉 Read more about Make.com and available integrations here.

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