Tool · No-Code Automation

Make

No-code automation platform (formerly Integromat). Used with Airtable to build the original micro-prototype of an outreach tool that booked eight meetings a week on autopilot — the seed of Outbond.

13Documents
3Playbooks
9Customer stories
Method

What we recommend

How LeanScale runs delivery where Make is involved.

Proof

What it produced

Real engagements involving Make.

Proof Reporting, Forecasting & Board Metrics

Rebuilding board-ready pipeline reporting when the numbers on the deck were never the same twice

A PE-backed technology company ran leadership and board reporting out of spreadsheets and a bolt-on forecasting tool while nobody trusted the underlyi…

3 sections · 6 min read
Proof Quote-to-Cash & CPQ

Closing the loop between the CRM and the contract lifecycle system: auto-created contracts and standing custom-agreement flagging

A growth-stage software company ran redlining and legal paper in a contract lifecycle system and quoting in a separate CPQ, but the two never fully me…

3 sections · 5 min read
Proof Data Quality & Enrichment

A repeatable list-import pipeline: normalize, domain-match, waterfall the email, then hand it over

Every event produced a spreadsheet in a different shape and marketing was hand-researching names to make lists loadable. We built a duplicated-templat…

3 sections · 5 min read
Proof Outbound & Demand Generation

Consolidating two sales-engagement systems into one: 22 cadences rebuilt one-to-one

A long-established enterprise software company ran conflicting activity data across its CRM and its sales-engagement tool, so reps trusted neither. Le…

3 sections · 2 min read
Proof AI & Automation in GTM

Turning every sales call into proposed CRM updates — with the rep approving in chat, not in the CRM

An early-stage AI company with a handful of full-cycle sellers wanted the CRM to update itself after calls. We built an event-driven pipeline that tak…

3 sections · 7 min read
Proof Quote-to-Cash & CPQ

Moving discount authority out of the quote header: re-architecting bundles and the price waterfall in Salesforce CPQ

A software company had outgrown a Salesforce CPQ where all discount accountability lived at the quote header, price tiers had multiplied, and system-g…

3 sections · 5 min read
Proof Quote-to-Cash & CPQ

Rebuilding quoting from zero in DealHub after a CRM consolidation took the old CPQ away

A sales-technology company lost its CPQ during a CRM consolidation and could not send contracts at all. LeanScale built the replacement in DealHub — c…

3 sections · 7 min read
Proof Data Quality & Enrichment

Draining a daily data-quality dashboard by fixing what was creating the exceptions

A software company's marketing ops team had hand-fixed the same four CRM exception reports for years — blank sources, mis-stamped tiers, missing tier …

3 sections · 6 min read
Proof Lead Routing & Speed-to-Lead

Rebuilding inbound lead and account routing in native CRM flows — then migrating it back

A financial-technology company lost its third-party lead router when the subscription lapsed, with no documentation of how routing worked. LeanScale r…

3 sections · 4 min read
Opinion

Episodes that mention Make

Conversation, not measurement.