Make Stories | Circula
Discover how we revolutionized our business with cutting-edge automation tools! Join Manuel, our Head of Operations at Circula, as he shares our journey of streamlining expense management, credit cards, and employee benefits across Germany, Spain, and the Netherlands with the power of Make.
Learn how we seamlessly:
Sync CRM data into Airtable.
Enrich new leads and push them to HubSpot.
Integrate and automate reporting from HubSpot to Airtable to Slack.
These integrations enable our sales team to pass data effortlessly, avoiding errors and ensuring cleaner, more reliable data. With automated reporting, we focus on what truly matters, driving growth and efficiency.
Don't miss out! Subscribe now and unlock the secrets to effective workflow automation, smarter CRM integration, and powerful no-code automation. Your business will thank you!
We'd like to shine a spotlight on Circula, a software startup providing expense management solutions to over 1,700 customers.
00:00:00 Introduction to Manuel and Circula
00:00:05 Expense Management and Employee Benefits
00:00:09 CRM Integration with Make
00:00:21 Automating Data Sync with Make
00:00:31 Automated Reporting with Air Table and Slack
00:00:43 Enhanced Sales Team Enablement
00:01:00 Benefits of Workflow Automation with Make
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