Automating Data Workflows With make.com Integration for a SaaS Company

A France-based SaaS provider partnered with CloudCache Consulting to overcome data duplication, slow communication, and fragmented systems. By integrating CRM, finance, and support tools through Make.com, the company achieved real-time synchronization, automated feedback loops, and event-driven field operations. The result: 50 days saved annually, $20k avoided in development costs, and improved customer satisfaction — all achieved without writing custom code.

make.com Integration with HubSpot

About The Company

A France-based SaaS company that builds a no-code web and mobile platform to digitize and coordinate field teams was our client.

Customer Challenges

Their head of operations used to have a long list of reconciliation tasks. The company needed automation and more predictable, auditable flows.

This disconnection resulted in:

• Duplicated and inconsistent data, causing reporting errors
• Delayed communication between field and back-office teams
• High dependency on manual tasks, consuming valuable work hours
• Slow customer response times, impacting satisfaction and trust

Solutions

To address these challenges, We implemented Make.com automations that brought the company’s core systems together under one unified flow.

Centralizing Internal Workflows

The first step was to connect marketing, finance, and Microsoft applications using Make. We mapped all key processes — from lead capture to billing — and identified integration points between CRM (HubSpot), Microsoft 365, and finance tools (Xero). We then created Make scenarios to:

• When a sales update is made in the CRM, it automatically syncs with the finance system.
• New leads from marketing campaigns are instantly routed to the correct account manager.
• Updates and communications now travel through a single, structured data pipeline — no copy-pasting, no duplication.

Customization for Issue Tracking

Handling customer feedback was transformed completely. When a client reports an issue or bug:

• Make instantly distributes the information to support, account managers, and project leads.
• Teams can respond faster, provide real-time updates, and resolve issues without confusion or delay.
• This resulted in faster turnaround times and improved customer relationships.

Expanding Functionality Without Additional Development

The company had initially planned to invest in custom integrations to extend their product’s functionality. Instead, we leveraged Make’s native app connectors and API integration modules to achieve the same result — without writing custom code. We built reusable API endpoints to connect their internal system with Make, allowing external apps like SharePoint, CRM, and Zendesk to exchange data seamlessly.

customers can now:

• Automatically send field reports to SharePoint
• Update CRM records in real time
• Trigger Zendesk workflows for support actions

All of this is done through the company’s existing API, connected directly to Make. To clients, these automations appear as brand-new features — without the high cost of software development.

Supporting Frontline Operations with Real-Time Notifications

To enhance field coordination, Make automations were also implemented for frontline operations.

• Maintenance technicians can now trigger automated SMS notifications to customers before arriving onsite.
• Managers receive scheduled weekly summaries with upcoming visits.
• Customers can track interventions in real time through live-updating Google Sheets.

Results

By embedding Make automations across their internal and external operations, the company achieved remarkable outcomes:

• Saved 50 days annually on internal data management by eliminating manual exports, imports, and duplicate entries.
• $15,000–$20,000 saved in avoided custom development projects.
• Fewer data errors: canonicalization and deduplication cut conflicting records to near zero; reconciliation queries that once took hours now run in minutes.
• Faster customer response: bug reports now reach support, account managers, and project leads simultaneously — average first response time dropped significantly and customer satisfaction rose.
• Operational transparency: managers receive automated weekly reports and can see technician statuses via a live Google Sheet, reducing ad-hoc status calls.

Technology and Tools Used:

Make.com  , HubSpot, Zero, Google Sheet, sharepoint, Zendesk

Final Words

This transformation showcases how CloudCache Consulting helps SaaS businesses unlock the full potential of automation. By intelligently integrating Make with existing systems, they replaced scattered manual work with a centralized, dynamic flow of information — allowing teams to work faster, smarter, and more collaboratively. You can see our happy clients’ feedback on Upwork as well.