An modern, open-source CRM that lets you manage your customer relationships in a secure and privacy-first way. It offers custom objects, powerful APIs, data sources, tasks, kanbans, notes, emails, and more features to fit your unique workflows.

Using Make.com in conjunction with the Twenty app allows businesses to streamline CRM workflows with ease. Here are five simple yet impactful automations that leverage Twenty's open-source CRM capabilities for efficient customer relationship management:

1. Automate Follow-Up Emails After New Contact Creation

Objective: Automatically send personalized follow-up emails after a new contact is added in Twenty.

• Trigger: New contact created in Twenty.
• Action: Send a personalized email via Gmail or another email service.
• Outcome: Immediate communication with new leads or customers.
• Benefits: Ensures prompt follow-ups, boosting engagement and improving customer relationship management efficiency.

2. Task Creation After Email Interaction

Objective: Automatically create tasks in Twenty after an important customer email interaction.

• Trigger: Email received from a key customer.
• Action: Create a task in Twenty to follow up on the conversation.
• Outcome: Tasks are generated based on significant interactions to ensure nothing slips through the cracks.
• Benefits: Simplifies task management and ensures timely customer engagement based on critical interactions.

3. Automated Data Sync with Google Sheets

Objective: Sync new customer data from Twenty to a Google Sheets document for reporting.

• Trigger: New data entry in Twenty (e.g., customer or sales data).
• Action: Automatically update a Google Sheet with the new information.
• Outcome: A real-time, accessible data sheet for easy analysis.
• Benefits: Reduces manual data entry, keeps reporting updated in real-time, and centralizes customer information for better business insights.

4. Lead Scoring Based on CRM Data

Objective: Automate lead scoring based on customer behavior or data within Twenty.

• Trigger: New or updated customer data in Twenty (e.g., recent purchases or engagement).
• Action: Calculate lead score and update the contact's profile.
• Outcome: Easily track high-value leads and prioritize follow-up.
• Benefits: Helps focus on top-performing leads, optimizing the sales pipeline for better results.

5. Kanban Task Update After Customer Interaction

Objective: Automatically update a kanban task in Twenty when a customer responds to a campaign or email.

• Trigger: Customer engagement with a campaign or email.
• Action: Move or update a task in Twenty's kanban board to reflect the next step in the process.
• Outcome: Real-time workflow updates based on customer actions.
• Benefits: Keeps team members aligned and ensures smooth progress tracking across departments.

These automations save time, eliminate manual processes, and improve overall efficiency when managing customer relationships using Twenty on Make.com.