Recent how to guides

Stripe Netsuite Integration Hero Image
How to connect Stripe and NetSuite using Make in 2026

How to connect Stripe and NetSuite using Make in 2026

A step by step guide to syncing Stripe payments, customers, and refunds into NetSuite without custom code.

Finance
Salesforce Whatsapp integration hero image

Salesforce WhatsApp integration: step-by-step 2026 guide

Salesforce WhatsApp integration: step-by-step 2026 guide

Learn how to create a Salesforce WhatsApp integration that connects your Salesforce CRM with your WhatsApp Business API to automate message exchange and log interactions directly within your CRM.

How-to guides
Jira-ServiceNow Integration Hero Image

Jira ServiceNow integration: A practical setup guide for 2026

Jira ServiceNow integration: A practical setup guide for 2026

Build a Jira ServiceNow integration in Make with step-by-step instructions, bidirectional sync, field mapping and testing tips for ITSM teams.

How-to guides

All how to guides

How to Integrate ServiceNow and Salesforce: A Step-by-Step Automation Guide

ServiceNow Salesforce integration: step-by-step guide

ServiceNow Salesforce integration: step-by-step guide

Build a live ServiceNow Salesforce integration in Make. Sync incidents to cases, map accounts, and automate notifications without custom code or middleware.

AI
Claude Code for business: route AI outputs to your tools (2026)

Claude Code for business: Output to your tools (2026)

Claude Code for business: Output to your tools (2026)

Route Claude Code's output into your CRM, Slack, and project tools. Step-by-step guide using Make MCP Toolboxes and the native Anthropic Claude module.

How-to guides
GP_Captainbook_Future of travel

How to build an agent-ready automation stack for the future of travel

How to build an agent-ready automation stack for the future of travel

Tour and activity operators who connect their systems now will have a real advantage when AI-driven booking hits. Here's how to do it with Make.

How-to guides
Toolboxes_placeholder

Build reliable agents with Make MCP Toolboxes

Build reliable agents with Make MCP Toolboxes

How MCP Toolboxes give you control over what Claude, Cursor, and ChatGPT can do.

How-to guides
Guest Post Linkly

Shopify, Linkly, and Make: A “zero-touch” system for flawless link shortening & attribution

Shopify, Linkly, and Make: A “zero-touch” system for flawless link shortening & attribution

Learn how to build a Make scenario that automatically generates branded, trackable short links with perfect UTM parameters the moment a product is created in Shopify and publishes them to social media.

How-to guides
How to build an auotmation strategy

How to build an automation strategy that scales

How to build an automation strategy that scales

A guide to planning, governing, and scaling automation — from first audit to full strategy.

How-to guides
Guest post Predictleads

How to build an investment-grade company scoring system with Make and alternative data

How to build an investment-grade company scoring system with Make and alternative data

Discover how to use Make to transform raw alternative data into a structured, explainable company scoring system for investing, corp dev, or GTM prioritization.

Sales
GP_Plumsail

How to automate 360-degree feedback and performance analysis with Make and AI

How to automate 360-degree feedback and performance analysis with Make and AI

Learn how to automatically analyze 360-degree feedback with AI, extract strengths and development areas from open-ended responses, generate polished performance reports, and deliver insights to managers—without manual data processing.

How-to guides
How to use Make Grid

Test-fabi

Test-fabi

Visualize, optimize, and scale your automation with Make Grid – a real-time map of your entire automation landscape. Instantly see how scenarios, apps, and AI components connect, so you can adapt and grow with confidence.

Information Technology

Latest posts

Most popular how to guides 

Interviews, tips, guides, industry best practices, and news.