ClickUp + Make.com Collaboration Leads to $2.5K AI Automation Agency System
#ClickUp #Make.com #2.5K #Automation #Agency #System
Build a High-Value CRM with Make.com and ClickUp | Step-by-Step Guide to Automations
📘 Get Your Free Blueprints and Playbook Now ➜ https://digitalnomadhero.com/optinelerbg07
Ready to build automation systems that sell for $2,000-$5,000? If you’re running an AI automation agency, this ClickUp tutorial is your key to creating a fully automated CRM. Learn how to use Make automation tools and ClickUp automation to streamline sales workflows, keep leads engaged, and automate pipelines step by step.
This video is perfect for anyone looking to become an AI agent or expand their offerings by building high-value CRM systems. By the end of this video, you’ll have a customizable and valuable CRM ready to market as a service.
🤖 Start Automating with Make.com for Free ➜ https://www.make.com/en/register?pc=kevli770
(Bonus: 1 month of the Pro Plan free with 10,000 operations/month and advanced features!)
🔹 What You’ll Learn in This Video:
1. Setting up a CRM foundation in ClickUp.
2. Adding custom fields to organize leads and sales stages.
3. Automating follow-up emails triggered by CRM updates using Make automation.
4. Syncing meeting bookings to update sales pipelines automatically.
🔹 Why Build This CRM for Your Clients?
1. Save Time: Automate repetitive tasks and focus on sales.
2. Increase Revenue: Keep leads engaged with personalized follow-ups.
3. Scalable Systems: Build customizable CRMs for any client need.
🔹 Example Scenario in This Video:
Create a CRM that automatically updates lead stages based on actions like meeting bookings.
Send personalized follow-up emails triggered by status changes in the pipeline.
Add a discovery call link to leads dynamically using automation.
📚 Your Automation Resources:
Start Automating with Make.com: https://www.make.com/en/register?pc=kevli770
Full Automation Tutorial Playlist: https://www.youtube.com/watch?v=vUBPtaw8rzI&list=PLF29p4BMf998tGGGQyhQG8q35RBWgHjur
Here’s the updated description with keywords integrated into the timestamps as well:
Build a High-Value CRM with Make.com and ClickUp | Step-by-Step Guide to Automations
📘 Get Your Free Blueprints and Playbook Now ➜ https://digitalnomadhero.com/optinelerbg07
Ready to build automation systems that sell for $2,000-$5,000? If you’re running an AI automation agency, this ClickUp tutorial is your key to creating a fully automated CRM. Learn how to use Make automation tools and ClickUp automation to streamline sales workflows, keep leads engaged, and automate pipelines step by step.
This video is perfect for anyone looking to become an AI agent or expand their offerings by building high-value CRM systems. By the end of this video, you’ll have a customizable and valuable CRM ready to market as a service.
🤖 Start Automating with Make.com for Free ➜ https://www.make.com/en/register?pc=kevli770
(Bonus: 1 month of the Pro Plan free with 10,000 operations/month and advanced features!)
🔹 What You’ll Learn in This Video:
Setting up a CRM foundation in ClickUp.
Adding custom fields to organize leads and sales stages.
Automating follow-up emails triggered by CRM updates using Make automation.
Syncing meeting bookings to update sales pipelines automatically.
🔹 Why Build This CRM for Your Clients?
Save Time: Automate repetitive tasks and focus on sales.
Increase Revenue: Keep leads engaged with personalized follow-ups.
Scalable Systems: Build customizable CRMs for any client need.
🔹 Example Scenario in This Video:
Create a CRM that automatically updates lead stages based on actions like meeting bookings.
Send personalized follow-up emails triggered by status changes in the pipeline.
Add a discovery call link to leads dynamically using automation.
📚 Your Automation Resources:
Start Automating with Make.com: https://www.make.com/en/register?pc=kevli770
Full Automation Tutorial Playlist: https://www.youtube.com/watch?v=vUBPtaw8rzI&list=PLF29p4BMf998tGGGQyhQG8q35RBWgHjur
⌚ Timestamps:
0:00 Building and Customizing CRM in ClickUp | ClickUp Automation
6:32 Managing Leads and Social Media Integration | Make Automation and AI Automation Agency Tools
8:25 Setting Up and Automating CRM Workflows | ClickUp Tutorial for AI Agents
18:02 Integrating and Testing Automations | High-Value Automations for an AI Automation Agency
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#clickupautomation #clickuptutorial #makeautomation #aiautomationagency #aiagent #aiautomationagencywithmake #ClickUpCRM #automationcourse #CRMautomation #makemoneywithmakecom
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