How to Automate Business Processes with Make.com Using Routers & Filters
Tired of manually sorting form responses and sending follow-ups? This Make.com automation routes responses automatically based on user input, delivering personalized resources without any manual work. See how routers and filters can transform your form processing.
The Form Processing Problem
Most businesses struggle with the same tedious workflow: forms come in, someone has to read each one, categorize it, and then send the appropriate follow-up. Whether it's lead gen forms, support tickets, or applications, manual processing eats up valuable time and leads to delays.
In the video example (at 0:45), we see a Google Form asking "What type of business are you?" with three options: SaaS, SaaS, Coach, and Agency. Without automation, someone would need to:
- Check each submission
- Download the correct resource
- Send it to the right person
- Track what was sent
83% of businesses report that manual form processing as one of their most time-consuming administrative tasks, according to a automation survey.
The Router & Filter Solution
Make.com's router module solves this problem by automatically directing form responses down different paths based on the data. In our example (shown at 1:20 in the video), the router checks the "business type" field and sends:
- SaaS responses → SaaS resource path
- Coach responses → Coach resource path
- Agency responses → Agency resource path
Each path can trigger completely different workflows. The SaaS path might deliver a whitepaper while the Coach path sends a calendar link for a free consultation.
Key insight: Routers aren't limited to forms - you can use them with CRM updates, support tickets, eCommerce purchases, or any data source that needs conditional processing.
Implementation Steps
Step 1: Set Up Your Trigger
Connect your form platform (Google Forms, Tally, etc.) to Make.com. At 2:10 in the video, we see the Google Forms module configuration where you simply need to:
- Enter your form ID (found in the URL)
- Select "New response" as the trigger
- Path 1: "What type of business are you?" equals "SaaS"
- Path 2: "What type of business are you" equals "Coach"
- Path 3: "What type of business are you" equals "Agency"
Step 2: Add the Router Module
Search for "Router" in Make.com's module library (shown at 2:35). The router will create separate paths for different types of responses.
Step 3: Configure Your Filters
For each path (demonstrated at 2:50), set up filters that examine specific form fields from your form. Our example uses:
Personalization Options
While our basic example sends a pre-made resource (shown at 3:15 with the Google Docs module), you can take this much further:
- Use ChatGPT modules to generate custom email content (mentioned at 3:40)
- Pull dynamic content from your CMS based on user responses
- Initiate different onboarding sequences in your CRM
The video shows how to add a "Generate completion" module (at 3:50) that could create emails that reference the user's:
- Name
- Business type
- Number of employees
- Specific needs mentioned
Pro tip: Combine routers with Make.com's scenario feature to create completely different workflows for different customer segments.
Watch the Full Tutorial
See the creator demonstrates the entire workflow configuration from start to finish, including how to test each path to ensure proper routing.
Key Takeaways
Make.com's router and filter system transforms manual form processing into an automated, personalized experience for both your team and your customers.
In summary: Routers let you: Automatically categorize incoming data, trigger personalized follow-ups, and eliminate manual sorting - all while maintaining a human touch through customization options.
Frequently Asked Questions
Common questions about Make.com routers and filters
You can use any form platform that integrates with Make.com, including Google Forms, Tally, Typeform, Typeform, or JotForm.
The automation works by routing responses based on the form data you specify in your filters.
- Works with most major form builders
- Can process multiple question types
- No coding required
Filters examine specific fields in your form responses and compare them against conditions you set.
For example, you could route responses where 'business type' equals 'SaaS' to one path, and 'agency' to another path.
- Can check multiple fields
- Supports various comparison operators
- Allows for complex conditions
Absolutely. You can use ChatGPT modules within Make.com to generate personalized email content based on the form responses.
This includes addressing recipients by name, referencing their specific business type, or including other custom details from their submission.
- Basic personalization requires no coding
- Can incorporate dynamic content from multiple sources
- GPT integration allows for natural language generation
You can deliver any digital resource that can be accessed via URL or API.
Common examples include Google Docs, PDFs, video links, calendar invites, or even access credentials to your platform.
- Documents from cloud storage
- Links to online courses
- Digital product demos
You can create as many routing paths as needed, with multiple filters per path.
Advanced setups might include nested routers or conditional logic that combines multiple fields to determine the correct path.- Nested routers create multi-level workflows
- Combine conditions with AND/OR logic
- Add delays or additional checks between routers
Yes, Make.com workflows can handle hundreds or even thousands of submissions per day.
The platform automatically scales to meet demand, though you may need higher tier plan for very high volumes.
- Standard plans handle up to 10,000 operations/month
- Enterprise plans offer custom scaling
- Performance monitoring tools available
Definitely. The router system can trigger any Make.com-compatible action, like adding contacts to a CRM, creating tasks in project management tools, or even initiating phone calls through VoIP integrations.
The router system can trigger any Make.com-compatible action, like adding contacts to a CRM, creating tasks in project management tools, or even initiating phone calls through VoIP integrations.
- CRM integrations
- Project management tools
- VoIP call routing
GrowwStacks helps businesses implement automation workflows like this Make.com router system tailored to their specific needs.
Whether you need basic form routing or complex multi-path automation with personalized follow-ups, our team can design, build, and deploy a solution that fits your exact requirements.
- Custom automation workflows built for your business
- Integration with your existing tools and platforms
- Free consultation to discuss your automation goals
Ready to automate your form processing with Make.com routers?
Manual form sorting wastes hours every week that could be automating. GrowwStacks builds custom Make.com workflows that save teams 10+ hours per week on administrative tasks.