Unchain your CRM Automation with Make
Sync contacts, submit lead forms, trigger deal worflows…
The old way of managing customer data was heavy: try to force every interaction, ticket, and data point into the CRM, or build clunky two-way syncs that mirror your entire database across five different tools. The result? Bloated systems, dirty data, and operational paralysis.
The future is decoupled.
At Stood CRM, we advocate for a Composable Architecture. By partnering with Make, we provide a way to bridge your systems strategically. This isn't about syncing everything; it's about using automation to link the right data to the right clear CRM objective, at scale.
The Philosophy: The Automation Bridge
In a decoupled setup, Stood CRM remains your focused system of record for relationships, while Make acts as the intelligent bridge to the rest of your stack.
Instead of creating a monolithic database, you use Make to "Watch" for key events and "Grab" only the necessary data. This allows you to connect Stood CRM with over 3,150 apps without burdening your CRM with noise.
Full Lifecycle Management: Pre-Sales to Support
By decoupling automation from the database, you can map precise workflows across the entire customer journey—Pre-sales, Sales, and After-sales.
1. Pre-Sales: Intelligent Lead Qualification
Don't clutter your CRM with every raw sign-up. Use Make to filter and enrich before the data ever touches Stood.
The Trigger: A user submits a form on your website.
The Bridge (Make): Make grabs the data, uses an enrichment tool to check company size, and applies a "Filter".
The Action: Only if the lead matches your Ideal Customer Profile (ICP), Make creates the contact in Stood CRM. If not, it routes them to a nurturing email list instead.
2. Sales: Closing with Speed
When a deal is hot, manual data entry slows you down.
The Trigger: A deal stage in Stood CRM moves to "Contract Sent".
The Bridge (Make): Make detects the change, grabs the deal value and contact details, and generates a contract in your e-signature tool.
The Action: Simultaneously, it creates a message to alert the Sales Director.
3. After-Sales: Support Synchronization
Support and Sales often live in silos. You don't need to import every support ticket into Stood, but you do need to know the status.
The Trigger: A "High Priority" ticket is created in your Helpdesk software.
The Bridge (Make): Make identifies the client email.
The Action: It updates a custom field in Stood CRM to "Active Issue." Now, your Account Manager knows not to attempt an upsell while the client is waiting for a fix.
Why "Decoupled" Scales Better
Precision Over Volume
Traditional integrations try to mirror databases. Our integration with Make allows you to "transfer and transform data" specifically for the task at hand. You define exactly what goes in and out using advanced features like branching and conditional logic.
Agility and Independence
Because the logic lives in Make—not hard-coded into Stood CRM—you can swap out third-party tools without breaking your core CRM processes. Whether you use Mailchimp, Gmail, or a custom HTTP service, Stood CRM remains the stable anchor.
Build Limitless Workflows
Real customer lifecycles are complex. They don't follow a straight line. With Stood CRM and Make, you can design workflows with multiple routes and unlimited steps, ensuring that whether you are qualifying a lead or managing a renewal, the process is seamless.
Stop building data silos. Start building bridges.
Innovate without limits using Stood CRM and Make today.
Resources: