Make formally known as Integromat is a powerful automation tool. With Make
you can connect your favorite apps and automate any workflow imaginable.
Now, the beauty of make and why I love it so much is how you can visualize
your workflow in a matter of minutes.
So let's take a look at how we can connect Paperform and
your favorite apps using Make.
With Make we can trigger a new action to occur
when your Paperform receives a new form submission. I've created a simple
form asking a submitted to provide details on an upcoming project.
Once my submitter completes a form submission, I want to
populate my ClickUp task list.
While simultaneously creating a new contact within my Pipedrive CRM.
So I will break this down into three easy steps.
Step one.
I want to allow, Make to receive data
once my form receives a new submission. Step two, I want to create a new task
within my ClickUp task list and step three
I want to create a new contact within my Pipedrive CRM.
So let us look at how easily we can set up this workflow as
an automated process with Make.
Now I want to ensure that I have the three applications or services open.
Paperform, ClickUp and Pipedrive.
Now let us open up our Make account.
And if you don't have a Make account, don't worry because they
actually provide a free plan
that in itself is pretty damn powerful.
So go ahead, sign up for a free plan and then follow me
for the rest of this tutorial.
From our Make dashboard.
We're gonna create a new scenario.
A scenario is what we refer to as an automated workflow, we'll be
prompted to add our first module or our first app or service.
So let us search for Paperform.
As a new form, submission on Paperform will be the event
that triggers our workflow.
Once selecting Paperform we'll then need to connect our account.
So select the ad icon, then hit, add again and follow the prompt.
Once your account has been successfully connected.
You'll need to select the form you want make to watch, or the
form that you want to receive.
The new submission data from, for me, that is my client project form.
So select that from the dropdown menu and hit safe, we then need
to test the connection between our paper form and our make by running
the scenario and allowing mate to understand the form's data structure.
So select the play button.
Then head into the form, specifically the live view of your form and
complete a test submission.
I'll just quickly run a dummy submission here and done.
Now heading back into make we know that the scenario test has been
successfully completed, as we can see, we've got a notification here.
So selecting that we'll see that the data's been received
and how we can view that data.
Perfect.
Step one.
Complete now step.
Time to connect our click up account.
So we need to add another module.
This time, searching for click up selecting, create a task will then
follow the same process to authorize the connection and allow, make,
to make changes to our click up account or a click up task list.
Once connected, we need to select our correlating workspace, then select
the correlating space folder if applicable and finally the correlating.
Now, all we need to do is select what question filled within our
paper form are going to populate what filled within our click up list.
I'll quickly work through this.
Firstly, the task name I'm gonna use the response of my submitted to my project.
Name question filled.
I'll leave the assign alone for now.
Next I'll tag the task with the name of the submitter.
I'll use the submitter's due date here and that is done.
Sweet.
Step two complete.
Now we'll move on to step.
Now, let us jump in again and connect our Pipedrive CRM by creating a new module.
Well, we could simply create a new module follow that same process, or
we could add a router by selecting our tools down here and selecting router.
We'll then place this in between click up and paper form and
create two separate pathways.
Let us now add the Pipedrive module and follow that same authorization process.
There we go.
And once the connection is successful, it's time again, to follow the same
process we just did merging our question fields that correlate with the pipe drive
fields, the name we can leave the owner and organization fields empty for now.
And by default make will assign the owner of this contact as the
admin of my Pipedrive account.
We will also want to include the email by clicking add item,
selecting the value field and selecting our email question value.
Once this is done, we'll click save.
Okay.
Now it's time to test our scenario by clicking the run button once again, and
jumping into the live view of our form.
Once again, and submitting another test, a test submission,
and I'll just quickly again, run through this doing a dummy test.
And successful.
We'll head back into our make scenario.
We can see that again, it has run successfully.
And if we jump into our click up and Pipedrive accounts, we'll be able to see
that make has automatically populated our task list and created a CRM contact.
So jumping into there, there, we can see successfully a new task has
been created within click up and jumping into pipe drive successfully.
A new contact has been created.
It's that easy.
Now, if you'd like to learn more about the complex workflows you can create with make
as well as the features and functionality, make sure to drop a comment below and we
will create some video content for you.
And if this has been a helpful video, be sure to hit the thumbs
up and subscribe to the channel for more helpful videos on all things.
Paper form.
Well, good.
And have fun making.