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What is Make

Make is a powerful no-code automation platform that lets you visually build workflows across apps, APIs, and data sources.

Instead of writing backend logic, you drag, drop, and connect modules in a flowchart-style canvas. It’s ideal for:

  • Non-developers who want automation without writing code
  • Developers who want fast prototyping or extendability via APIs
  • Teams looking to connect tools like Slack, Airtable, Notion, Calendly, Supabase, and more

With Make, you can:

  • Trigger actions from your Lovable app (e.g., when a button is clicked)
  • Send and receive data via webhooks and APIs
  • Connect with 1,500+ tools or custom APIs
  • Automate tasks like emailing, AI calling, enrichment, and reminders

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Why Use Make with Lovable?

In this below tutorial, Make acts as your AI-enabled backend, while Lovable powers the frontend. The result: a custom CRM, built in minutes, fully automated.

This setup is ideal for:

  • Non-developers needing advanced logic
  • Sales teams with evolving workflows
  • Fast iteration without backend overhead
  • API-powered automations with real-time UI responses

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Step-by-Step tutorial

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What we’ll Build

You’re going to create a CRM with three core data models:

  • Deals (with stage-based tracking)
  • Contacts (with inline editing)
  • Companies (with enrichable data)

Each entity interacts with automations via Make. By the end, you’ll be able to:

  • Move a deal and trigger an email
  • Click a contact and start an AI sales call
  • Click a company and fetch real-time data
  • Secure everything via Supabase Edge Functions

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How are we going to build it

Building your own CRM can take months. With Lovable and Make, you can ship one in under an hour — and automate the entire sales workflow without writing backend code. In this step-by-step guide, you’ll learn how to build a fully functional, AI-powered CRM, complete with:

  • Visual deal pipelines (drag-and-drop)
  • Editable contact and company modals
  • AI call agents using Vapi
  • Company data enrichment via Apollo.io
  • Email workflows and security with Supabase
  • Real-time automations using Make
1

Setting Up Your CRM in Lovable

You need to build a crm system and you need to have: deals, contacts and companies. Make it a light theme.

1

Step 1

Create a new Lovable project. Choose project type: CRM.

2

Step 2

Define 3 entities: Deals, Contacts, and Companies.

3

Step 3

Choose Light Theme if preferred, and click Generate.

2

Add Deal Stages (Kanban View)

1

Step 1

Open the Deals section in Lovable.

2

Step 2

Click Edit and introduce five stages:

  • Lead
  • Qualification
  • Proposal Sent
  • Negotiation
  • Closed - Won/Lost
3

Step 3

Enable Drag-and-Drop functionality for deals to move across stages.

Drag-and-drop lets you automate actions based on deal stage.

Why? This allows users to track deals in a visual workflow.

3

Implementing a Contact Management System

1

Step 1

In Contacts, enable a clickable modal view.

2

Step 2

Make all fields editable inline inside the modal.

  • The modal displays contact details.
  • Fields are editable for easy updates.

This avoids the need to switch views—faster than traditional CRMs.

Why? Traditional CRMs redirect users to a new page, slowing down workflow. A modal keeps everything in place.

4

Connect AI-Powered Calls with Make + Vapi

1

Create a Webhook in Make

  • Open Make and create a new scenario.
  • Click Webhooks > Custom Webhook & name it Call Contact.
  • Copy the webhook URL.
2

Trigger Call from Lovable

  • In the Contacts modal, add a Call Contact button.
  • Modify the button’s action to send JSON data (name, phone number, company, and call goal) to the Make webhook.
  • Test the connection by clicking Call Contact.
3

Use Vapi for AI-Powered Calling

  • In Make, add an API Call module.
  • Send a request to Vapi with the call details.
  • Your custom Vapi agent will:
    • Place the call
    • Follow a dynamic prompt based on the deal
    • Log results back into Lovable

This creates an automated outbound AI call, instantly triggered from your CRM UI.

5

Add Company Data Enrichment with Apollo

1

Create an Enrich Webhook in Make

  • Add a second Custom Webhook in Make named Enrich Company.
  • Copy the webhook URL.

2

Send Request from Lovable

  • In Companies, add an Enrich Company button.
  • When clicked, send the company’s domain as a JSON payload.

When I click the enrich button, do following things:

  1. Remove the modal that opens NOT needed anymore
  2. Real new step > send the domain as JSON to following webhook: [Link]
  3. You will receive a webhook response as JSOn and you need to dynamically parse this into the modal view so create dynamic fields.
3

Call Apollo.io API

4

Parse Response into Modal View

  • Dynamically generate fields in the Lovable modal from the JSON.
  • Present data in a readable UI (not raw JSON).

Apollo enrichment adds key insights to help qualify companies faster.

6

Hide API Calls with Supabase Edge Functions

To secure webhooks:

  • Enable Supabase Integration in project settings.
  • Create an Edge Function that proxies requests to Make.
  • Update Lovable to call your Supabase function instead of the direct Webhook.

This hides your Webhook URL from the browser — essential for public apps.

Please when clicking the enrich button, use a Supabase edge function to hide the API call to the webhook address. YOU need to change therefore the functionality and actual hiding the API call.

7

Automating Follow-Ups and Workflows

To automate Email campaigns based on Deal stages:

  • In Make, add logic to trigger events:
    • Send an email when a deal moves to Proposal Sent
    • Notify team via Slack when a deal reaches Negotiation
    • Add contacts to a newsletter or campaign flow

This keeps your sales motion running even when you’re not online.

8

Final Test & Deploy

1

Run End-to-End Tests

  • Create test deals and contacts.
  • Trigger the AI call flow.
  • Enrich company data and verify results.
2

Deploy, Share & Go Live

  • Use Custom Domain to personalize your CRM.
  • Share your app with your team.
9

🎉 You Did It!

You’ve built a full-featured, AI-powered CRM — no backend required.

Next Steps

  • Add integrations: Slack, Notion, HubSpot, Calendly
  • Secure everything with Supabase, add audit trails

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Pro Tips from the Live Session

  • Use select + prompt inside Lovable for precision edits
  • Use Make’s Visual Canvas to map out flows before connecting them
  • Dynamically parse unknown JSON fields into modals for UX win
  • Combine Vapi + Apollo + Make for real-time AI workflows
  • Use Supabase Edge Functions to mask all public API/webhook calls

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FAQ

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Resources

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