Make.com Templates

How Make.com Templates Work

Make.com templates are pre-built scenarios shared by Make.com and the community. When you use a template:

1. Find the template in the Make.com template library
2. Click "Use Template" — Make.com creates a copy in your account
3. The scenario opens in the editor with all modules pre-configured
4. You connect your credentials (authenticate each app module)
5. Adjust any configuration specific to your setup (your email address, your specific folder names)
6. Test with real data
7. Activate

Templates eliminate the architecture decisions — the template designer already chose which modules to use, how to structure the flow, and what data to map. You just fill in your specifics.

Finding Templates

In-app: Scenarios → + New Scenario → Browse templates. Search by keyword, filter by app, or browse by category.

Make.com Template Gallery: Browse the full public gallery at make.com/en/templates — more templates than the in-app browser, with ratings and usage counts.

Search tips: The most effective searches combine two app names: "Shopify HubSpot", "Gmail Slack", "Typeform Airtable". Or search by use case: "abandoned cart", "lead enrichment", "invoice processing".

High-Value Template Categories

Sales automation templates:

• New HubSpot contact → Slack notification + enrichment task
• Inbound lead form → HubSpot contact + deal creation
• Deal closed won → Onboarding trigger sequence
• Meeting scheduled → CRM note + prep task

Marketing automation templates:

• New blog post (RSS) → Social media distribution
• Form submission → Email nurture sequence
• Monthly analytics → Email digest report
• Customer birthday → Personalised email

Operations templates:

• Invoice email → accounting system entry
• New employee form → systems provisioning checklist
• Support ticket created → team notification + SLA tracking
• Weekly status report → Airtable + Slack summary

AI-powered templates:

• Support email → classification and routing via OpenAI
• Meeting notes → CRM summary via AI
• Document upload → extraction and database entry
• Content piece → SEO metadata generation

Customising Templates

Templates rarely match your exact needs out of the box — they're starting points, not finished products. Common customisations:

Credential setup: Every app module needs your credentials. The template creator used their own or left placeholders. Connect your accounts in each module.

Field mapping: Templates map generic fields. Your CRM might use different field names. Update mappings to match your actual data structure.

Business logic: Adjust router conditions, filter criteria, and approval thresholds to match your business rules — your ICP criteria, your priority tiers, your team structure.

AI prompts: If the template includes AI processing, the prompts are examples. Replace them with prompts optimised for your specific context, tone, and output requirements.

Error handling: Many templates have minimal error handling for simplicity. Before running in production, add error handlers to critical modules.

Contributing Templates

If you build a scenario that's broadly applicable, share it as a template. The Make.com community benefits from shared knowledge, and popular templates give your profile or agency visibility.

Making a good template:

• The scenario should work for a general audience, not just your specific setup
• Add instructions via scenario description explaining what the template does and what credentials are needed
• Use descriptive module and route names — others should understand what each step does
• Test thoroughly before submitting

Export the scenario, then submit via Make.com's template submission form.

Template vs. Build from Scratch

Use a template when:

• The use case is common (CRM lead management, email automation, social posting)
• You want to see how an experienced Make.com user would architect a flow
• Speed to deployment matters
• You're learning and want working examples

Build from scratch when:

• Your use case is highly specific and no template is close
• You want complete control over every architectural decision
• The template would require so much customisation it's faster to start fresh

A good rule: always check templates first. Even if you don't use one directly, a related template often reveals an approach or module combination you wouldn't have thought of.

Recommended Tools

• Make.com — Template library and automation platform
• HubSpot — Many high-quality HubSpot templates available
• Airtable — Frequently featured in community templates
• Claude API — AI integration via HTTP module
• OpenAI API — Native Make.com integration in many AI templates