Training course · Make · Sales

Make for Sales Teams

Automation with Make (formerly Integromat) and AI modules: build scenarios, routers and AI steps while keeping data protection in check.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Make for Sales Teams” is designed for roles such as Account managers and key account managers, Business and sales development representatives and Sales managers and directors and shows step by step how to use Make productively, safely and transparently in Sales – from the fundamentals to advanced workflows.

Make, formerly known as Integromat, is a visual automation platform that lets you connect applications and automate recurring processes without writing code. Over two days you will learn to build scenarios systematically, from triggers and modules through routers and filters to iterators, aggregators and data stores. You will understand how data flows through a scenario, how to reshape it with functions and how to keep an eye on operations consumption.

The second focus is AI. You connect language models through Make’s AI modules and provider integrations to classify text, extract information from emails and documents, draft replies or enrich content. You learn to catch errors with error handlers, test scenarios and document them clearly. Finally, you address data protection topics such as hosting region, data processing agreements and data minimisation, so that your automations can be run safely within your organisation.

In sales, the quality of preparation and customer communication decides whether a deal closes. Generative AI helps sales teams spend more time with customers and less on admin. AI assistants research companies and contacts from public sources, prepare call guides, draft personalised emails, summarise meeting notes and create proposal drafts. AI agents and automation maintain CRM data, prioritise leads and remind reps about follow-ups. For sales leaders, pipeline analysis and forecasting become faster and more transparent. The key is to use AI to support genuine relationships rather than mass, impersonal outreach. With clean CRM data, clear processes and privacy-compliant tools, AI becomes a productivity lever across the entire sales cycle.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Account managers and key account managers
  • Business and sales development representatives
  • Sales managers and directors
  • Inside sales and sales operations
  • Pre-sales and solution consultants

Typical challenges we address

  • Finding time for research and preparation alongside day-to-day business
  • Keeping CRM data complete and up to date
  • Creating tailored proposals and tender responses quickly
  • Assessing pipeline and forecast realistically

What you will be able to do

  • You can build Make scenarios independently using triggers, routers, filters and data transformations.
  • You can process lists and records with iterators, aggregators and data stores.
  • You can integrate AI modules for classification, extraction and text generation into your processes.
  • You can safeguard scenarios with error handlers, validation and human approval.
  • Prepare customer meetings faster and more thoroughly with AI.
  • Create personalised outreach, proposals and follow-ups efficiently and authentically.
  • Automate CRM maintenance and pipeline analysis in compliance with the GDPR and marketing rules.

Course outline

Day 1

Module 1 Fundamentals: scenarios, modules and data flow
  • Interface layout, scenario editor and execution history
  • Triggers, actions and searches: module types and their role in a scenario
  • Understanding bundles, mapping and data types and using them deliberately
  • Choosing between schedules, webhooks and instant triggers
Module 2 Logic: routers, filters, iterators and aggregators
  • Using routers and filters for branching and conditional flows
  • Splitting lists with iterators and combining them with aggregators
  • Applying text, date and maths functions to transform data
  • Using data stores and variables for interim values and duplicate checks
Module 3 AI building blocks in Make
  • Connecting language models via AI modules and provider integrations
  • Automating classification, structured data extraction and text generation
  • Building prompts from scenario variables and processing output as JSON
  • Combining AI agents in Make with tools and scenarios as actions
Module 4 Integrations, error handling and testing
  • Connecting common business applications and any API via the HTTP module
  • Applying error handlers such as Resume, Ignore, Break and Rollback
  • Validating AI output and routing unusable results to a person
  • Testing scenarios, optimising operations and documenting them for the team

Day 2

Module 5 Data protection, governance and operations
  • Assessing hosting region, data processing agreements and data flows to AI providers
  • Applying data minimisation and pseudonymisation within scenarios
  • Managing connections, teams and permissions across the organisation
  • Defining approval steps, monitoring and ownership for live operation
Module 6 Practice lab: Sales
  • Account research
  • Personalised outreach
  • Call preparation and objections
  • Meeting notes and CRM updates
  • Proposals and tenders
  • Pipeline analysis
Module 7 Data protection, quality & transfer to daily work
  • Customer data in sales is subject to the GDPR and to rules on unsolicited marketing by email and phone, which in Germany are particularly strict; researching and enriching personal data requires a legal basis. Confidential customer and pricing information belongs only in approved AI environments.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Account research

An AI assistant summarises public information on target companies, such as annual reports, press releases and job ads, and derives likely challenges, stakeholder roles and conversation starters.

Personalised outreach

Research and product knowledge are turned into individual emails, LinkedIn messages and follow-ups that address the customer's situation instead of sending generic templates.

Call preparation and objections

AI creates call guides with discovery questions, typical objections and suitable responses and simulates sales conversations as role plays to prepare for difficult meetings.

Meeting notes and CRM updates

Notes or transcripts are turned into structured summaries with next steps, decision-makers and budget information and entered into the CRM as a draft.

Proposals and tenders

AI helps assemble proposal text, value arguments and answers to RFP questionnaires from existing content blocks and tailor them to the customer's requirements.

Pipeline analysis

CRM exports are analysed, stalled opportunities identified and forecast risks commented on, so pipeline reviews focus on concrete actions rather than on updating spreadsheets.

Prerequisites

You should be comfortable with common office and cloud applications and have some experience with AI assistants. No programming skills are required. You work in sales or inside sales and use a CRM system in your daily work.

Technical requirements

You will need a laptop with an up-to-date browser and a Make account; the free plan covers most exercises. API access for a language model is set up together during the course.

Data protection & compliance

Customer data in sales is subject to the GDPR and to rules on unsolicited marketing by email and phone, which in Germany are particularly strict; researching and enriching personal data requires a legal basis. Confidential customer and pricing information belongs only in approved AI environments.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Mon, 23 November 2026 – Tue, 24 November 2026 Online Request
  • Tue, 1 December 2026 – Wed, 2 December 2026 Augsburg Request
  • Mon, 14 December 2026 – Tue, 15 December 2026 Online Request
  • Wed, 13 January 2027 – Thu, 14 January 2027 Kaiserslautern Request
  • Tue, 19 January 2027 – Wed, 20 January 2027 Online Request
  • Tue, 2 February 2027 – Wed, 3 February 2027 Bremen Request

Frequently asked questions

Is Make the same as Integromat?

Yes. Integromat was renamed Make and substantially developed along the way. The core principle of visual scenarios made of connected modules remains, while a redesigned interface, many new integrations and AI building blocks have been added. If you used Integromat in the past, you will quickly feel at home and discover the new capabilities on the course.

How do I keep operation costs under control?

Every module that runs consumes operations or credits, and AI calls also use quota with the respective model provider. On the course you learn to design scenarios so that filters apply early, unnecessary runs are avoided and data is processed in batches. This keeps your automations economical and predictable as volumes grow.

Can Make be used in a GDPR-compliant way?

In principle yes, provided you set up the framework deliberately. This includes choosing the hosting region, signing a data processing agreement, reviewing connected AI services and applying data minimisation. On the course you work through these points with a checklist and learn to filter or pseudonymise sensitive data within scenarios.

May we use AI for automated cold outreach?

AI can prepare and personalise outreach, but the legal framework stays the same: in Germany, marketing emails generally require prior consent and B2B cold calling at least presumed consent. We show how to integrate AI into your prospecting process in a legally sound way across your target markets.

How do we connect AI to our CRM?

Many CRM systems offer built-in AI features or interfaces that automation platforms can use to read and write data. To get started, exports and copy-and-paste workflows are often enough. In the course we discuss which level of integration suits your team and how to safeguard data quality.

How much does “Make for Sales Teams” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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