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Master Make com + Google Sheets Tutorial For Beginners (2025)

1.4K views· 45 likes· 14:04· Nov 27, 2024

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🚀Join My Skool Community (FULL Templates & more) - https://www.skool.com/ai-automations-for-sales Signup to Make.com - https://www.make.com/en/register?pc=jakedawson In this video, I show you how to master sales automation using Make.com and Google Sheets. This system leverages AI to automate lead tracking and follow-ups, transforming manual lead management into highly optimized automated workflows. Key components include: == Google Sheets for tracking lead details and follow-up schedules. == Make.com for automating the entire sales process, from lead tracking to follow-up emails. == Gmail for sending personalized emails to leads. == OpenAI (optional) for customizing email content based on lead data. I guide you through setting up the sales automation workflow step-by-step: == Trigger for inputting lead details (like name, email, phone, and follow-up date) into Google Sheets. == Google Sheets Module for searching and retrieving lead data. == Make.com to filter and automate follow-ups based on the Next Follow-Up Date. == Email Module for sending personalized follow-up emails through Gmail. == Conditional Formatting in Google Sheets to highlight overdue leads and ensure timely follow-ups. With this AI-powered system, you can automate your lead tracking and follow-up process efficiently. I share real examples and provide bonus tips to help you maximize your automation setup. If you want to automate your sales process with AI while keeping your outreach personal and effective, this tutorial is for you. Let me know if you have any questions!

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