May 19, 2024

How to Sync Data Across Platforms with Make.com

Make.com logo

Syncing data across multiple platforms is essential for maintaining efficiency and ensuring that your workflows run smoothly. Make.com (formerly Integromat) is a powerful tool that allows you to create automations for transferring and synchronizing data across various services. Here's how to get started:

Step 1: Create a Make.com Account

Visit the Make.com website and sign up for an account. They offer different pricing tiers, including a free plan to get you started.

Step 2: Familiarize Yourself with the Make.com Interface

Take some time to explore the dashboard. It will be where you manage your scenarios (Make.com's term for automations), view their execution history, and monitor operations.

Step 3: Create a New Scenario

Click on the "Create a new scenario" button. You will be taken to a visual workflow builder where you can define the data flow between platforms.

Step 4: Choose the Apps to Sync

Select the apps you want to connect from the list of supported services. Make sure you have the necessary access credentials for these platforms.

Step 5: Authorize Your Apps

For each app, you'll need to authorize Make.com to access your accounts. This typically involves logging into each service and granting permissions to Make.com.

Step 6: Set Up Triggers and Actions

Determine which app will act as the trigger—the event that will start your data sync operation. Then, choose the corresponding action that should take place in another app. For example, you might want new Google Contacts to be added to a Mailchimp list automatically.

Step 7: Map Out Your Data Fields

Carefully map the data fields between your chosen platforms. This tells Make.com how to align the information being transferred, such as matching email addresses or names between different services.

8: Test Your Scenario

Before going live, run some tests to make sure your scenario works as expected. Make.com provides a test mode where you see the output and troubleshoot any issues without affecting live data.

Step 9: Schedule and Activate

Once you're satisfied with the scenario, you can set the schedule for how often it should run. Make.com allows for real-time data syncing or running the operation at specified intervals.

Step 10: Monitor and Adjust

After activation, Keep an eye on your scenario's performance. Make.com provides logs for each run, which you can use to monitor and tweak your automatic sync as necessary.

With these steps, you'll establish a reliable data sync between platforms, automating your workflow and saving precious time. Make.com makes it simple to keep your data aligned, no matter how many apps you use.