Zoho CRM Automation via Make.com

I’m looking to streamline my sales pipeline in Zoho CRM with a set of Make.com scenarios that handle three key tasks:

• Lead scoring & prioritization – assign scores as new records arrive, update stages automatically, and flag hot prospects for immediate action.
• Follow-up emails & reminders – trigger personalized messages and internal task reminders based on lead behaviour or score changes.
• Report generation & analysis – compile weekly performance snapshots and push them to email or Google Sheets for quick review.

I already have Zoho CRM up and running; what’s missing is the behind-the-scenes automation. I’d like you to:

1. Design and build the Make.com workflows, using webhooks or Zoho modules as appropriate.
2. Map all required Zoho fields, filters, and conditions so data stays clean and in sync.
3. Test end-to-end with sample leads to confirm scoring rules, email templates, and report accuracy.
4. Provide concise documentation or a short loom walkthrough so I can tweak things later.

Familiarity with Make.com (formerly Integromat) and Zoho CRM’s API limits/quotas is essential. If you’ve previously automated sales funnels, please mention specific wins or metrics you achieved.

I’m aiming for a functional, ready-to-use setup rather than a full-blown enterprise overhaul, and I’m happy to provide email templates, score criteria, or report formats once we start. Looking forward to seeing how you can turn manual steps into a smooth, data-driven workflow.


The goal is to automatically collect and manage public construction tenders from multiple sources

How it works:

Make.com runs scenarios every few hours to fetch tenders (via RSS feeds or web scraping), clean and filter them, and calculate a relevance score based on keywords, value, region, and source.
The data is written to a shared Google Sheet for logging and backup.
Make.com then connects to Zoho CRM, creating or updating records in a custom Tenders module with fields like Title, Source, Issuing Authority, Region, Close Date, Estimated Value, and Relevance Score.
The CRM acts as the team’s central dashboard, where users can update tender status (Open, Bidding, Awarded, etc.) and record outcomes.
A daily summary email (via Gmail) lists new tenders, and optional reminders go out when tenders are closing soon.
In short:
It’s a fully automated workflow using Zoho CRM for data management, Make.com for automation, Google Sheets for tracking, and Gmail for notifications — removing manual data entry and giving the team real-time visibility on new opportunities.

Tools used: Zoho CRM, Make.com, Google Sheets, Gmail