Automate CRM Sync & Quote Generation with Systeme.io & Make.comAutomate CRM Sync & Quote Generation with Systeme.io & Make.com
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Systeme.io Contact Sync & Quote Generator — M3 Process Services
Generating accurate service quotes manually while keeping your CRM in sync is the kind of work that quietly eats hours. This does both automatically.
Built a Make.com automation for M3 Process Services that triggers via webhook, fetches location data from Google Maps, runs the contact through a multi-step data pipeline — pulling order details, pricing, shipping, additional services, and service process variables — then routes into a quote generation flow. Notion handles the quote document creation, HTTP delivers it, and the result fans out across multiple Systeme.io paths, syncing the contact and sending the right email based on the service type and routing conditions.
Enquiry in. Location checked. Quote built. Contact synced. Email sent.
Stack: Webhooks · Make.com · Google Maps · Notion · HTTP · Systeme.io · Router · Email
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