How I built the ULTIMATE Lead Funnel on make.com

Introduction

Let’s face it, getting leads is hard work because it requires effort and a lot of time. But what if I could save that for you? Well, look no further I’m here now 😁. In today’s story, we will be having a look out how we can build the ULTIMATE lead funnel in make.com so that you guy’s are set up for success.

So I’m blabbering about this word called “lead funnel” what on earth does it actually mean. Let’s explain it using a diagram.

The Lead Funnel

1. Lead finds out about the business
2. They engage in a particular activity and submit their interest
3. The business gets hold of that information and contacts the Lead
4. Lead get’s filtered through according to the criteria set by the business
5. Lead fits the criteria and sells to their needs to make them a client

Building The Workflow

Implementing the lead funnel is easy, however, here we do things with a twist 🌀 so hear me out.

Original Plan

1. The Lead finds our website and finds the Contact Us form
2. They decide to fill out this form and submit their interest
3. Business uses this important contact information and contacts the Lead
4. The business wants high-ticket clients only so does a background check
5. Lead fits the criteria and sells to their needs to make them a client

This was the concept discussed in the video, however, you need an active website. Therefore, I found another way and that was using an API platform called Postman. I purposely chose this platform to widen my knowledge in webhooks especially when certain plaforms use API keys.

So my plan, assumes stages 1. and 2. are complete but for the sake of this story, I’ve chosen to manually enter the contact information.

Activating the webhook

Copy and paste this webhook into Postman.

Setting up Postman

I constructed an email (to maintain the leads interest) with using the get and split functions. This has been explained in depth in one of the other stories so check it out. In essence, the get function is very similar to the first function and it returns the array you want by specifying a number to it.

Email Setup

Sign in with the API Key found on the Clearbit (need to log in using the HubSpot login) dashboard and make sure to use the get and split functions to find the domain name of the company.

Setting up with Clearbit

We now need a router to help us filter to our criteria- high, low priority and other leads.

Using a router to connect other modules

Using a filter, we do this accordingly.

Filtering for High Priority leads

We then connect to HubSpot and choose the returned data we would like to add to our contacts.

Setting up with HubSpot

We log into Slack and we write a short message in Slack to aware the team of a high priority lead with their contact details.

Setting up with Slack

…we do the same thing for the Low Priority lead but now for a different criteria.

Filtering for Low Priority leads

I won’t lie to you, at this point I copied and pasted the HubSpot module 👀.

Hubspot module cloned

After cloning the Slack module, I changed my message to Low Priority leads.

Slack message for Low Priority leads

For any other leads not picked up by the filter will be passed to this flow.

Filtering for Other leads

You know what I’m going to say don’t you…

Hubspot module cloned

…and here, except, change the message to fit the Other leads.

Slack message for Other leads

Results

Findings

We have found out, the importance of the lead funnel when it comes to sales and marketing. Without a doubt, this is the heart of businesses’ success and its incredible to represent something as complex as this in a simple workflow. However, to complete the final stage of the funnel, the business must now need to contact the lead and sell their product/service to make them a client. That’s it from me, I hope you found it useful and until next time, peace!