Competition for qualified leads in the B2B sector is fiercer than ever, making it essential to build frictionless, automated marketing funnels. One promising strategy is combining WordPress—a flexible platform that powers a substantial portion of the internet—with Make (formerly Integromat), an automation tool that connects different apps and services to orchestrate workflows. But is this integration the best way to nurture prospects and drive conversions? Below, we examine how WordPress and Make can collaborate to streamline your marketing funnel, explore real-world use cases, compare alternative solutions, and outline best practices to help you decide if this approach is right for your organisation.
1. Why Marketing Funnels Matter for B2B
A marketing funnel is a framework that guides potential clients from discovery through to conversion and retention. In B2B scenarios, this journey can be intricate, often involving decision-makers who thoroughly investigate solutions before purchasing. According to CMI research, “53% of B2B buyers read 3 to 5 articles or other pieces of content before reaching out to sales,” illustrating the need for strategic content and nurturing. Moreover, “Blogs can fit into every stage of the sales funnel,” advises Emma Debeljak, Head of Content at Digital Silk—underscoring the importance of well-tailored material for each funnel phase.
Lead generation is crucial at the top of the funnel, where building trust and credibility is paramount. Interestingly, “B2B businesses with a blog generate 67% more leads than those who don’t have it” (CMI research). As those leads move down the funnel, automation can ensure efficient follow-up and personalised engagement, which is especially significant in a B2B environment often requiring multiple touchpoints before a sale. Yet, many businesses struggle to unify all funnel activities across various tools. Enter WordPress and Make.
2. WordPress as a Reliable Foundation
WordPress started as a blogging platform but has evolved into a robust CMS for all sorts of sites—including those tailored to complex B2B marketing. With a thriving ecosystem of plugins (from WordPress.org) that address form creation, SEO, e-commerce, and more, WordPress can be adapted to nearly any marketing goal. In addition, a wealth of resources—from the WordPress Bible to advanced guides—demonstrates how to leverage the platform for lead generation and funnel building. “Lead Funnels & Sales funnels have proven to help online businesses increase conversion rates and revenue,” notes WPFunnels, a WordPress-based funnel builder resource. Still, WordPress on its own has limited native automation, which is why integrating a platform like Make holds such potential.
Beyond handling basic blog posts, WordPress seamlessly accommodates landing pages, lead capture forms, membership portals, and e-commerce checkout processes—all fundamental components for modern funnel strategies. Whether you’re organising a multi-step funnel with progressive lead forms or an educational webinar sign-up sequence, WordPress readily serves as your front-end, capturing essential contact details and hosting content that convinces visitors to move forward. Also, WordPress is open-source, giving you full ownership of your site, brand, and data—a contrast to closed, proprietary solutions.
3. Introduction to Make: Automating Marketing Processes
Make, formerly known as Integromat, is a workflow automation tool that connects countless SaaS services, CRMs, social platforms, and more. You can create visually built “scenarios” to move data between apps automatically. For instance, a new WordPress form submission could instantaneously trigger the creation of a lead in your CRM, followed by an automatic welcome email via Mailchimp, and an update in Slack to notify your sales team—removing any manual copying or potential oversight. With “Even services like click funnels don’t go as far as this…this is an all-in-one system,” remarks a YouTube tutorial creator, highlighting the comprehensive nature of an automation tool like Make.
The intuitive editor in Make allows both non-technical and technical users to develop powerful multi-step automation. You can include conditional logic, route data through separate paths, and even transform information (for example, verifying emails or standardising name fields) before it lands in another app. This saves time, enhances data accuracy, and accelerates lead response. Time is money in B2B markets, where quick follow-up significantly boosts conversion likelihood.
Furthermore, Make’s pricing is usage-based, with paid tiers offering more operations and complexity. This often proves cost-effective compared to enterprise marketing suites. Most SMEs can begin with a moderate plan—sufficient for thousands of monthly operations—without breaking the bank. In addition, “30% of Revenue can be recaptured with emails,” states a Marketing statistic, underscoring the direct business impact of well-timed and well-orchestrated automations, particularly in email-driven funnels.
4. How WordPress and Make Work in Tandem
When combined, WordPress and Make provide a flexible yet potent method for building funnels:
- Seamless Data Flow: Every time a visitor submits a form or purchases a product on your WordPress site, Make can distribute that data across CRMs, mailing lists, analytics tools, and team notifications.
- Tailored Lead Journeys: With Make’s conditional logic, you can assign leads to different workflows based on their form responses or purchase history, personalising the funnel experience.
- Automatic Nurturing: Many B2B leads require multiple interactions before buying. Make can queue up emails, messages, or retargeting sequences at each stage, so leads progress consistently without manual oversight.
- Real-Time Updates: When lead data is stored in CRMs and marketing automation tools, your sales teams can act on fresh leads quickly. According to LinkedIn, “78% of businesses that use social selling outperform companies that don’t use social media,” and an immediate response can help encourage contact via LinkedIn or other channels.
- Scalable Complexity: Whether you only want a simple “Form to Email + CRM” workflow or plan a sophisticated multi-step pipeline with e-commerce triggers, Make accommodates it all.
Embedding Videos for Guidance
There is a wealth of tutorials on connecting WordPress and Make. For instance, watch this YouTube tutorial explaining how an all-in-one funnel system is set up with WordPress to see a real demonstration of a robust funnel implementation.
5. Step-by-Step: Setting Up a Marketing Funnel with WordPress + Make
Let us delve into a straightforward example to highlight how you might build an automated marketing funnel for lead generation:
- Create a Lead Magnet: Develop an eBook or whitepaper that addresses a pressing challenge your B2B audience faces. Host a landing page on WordPress—optimised with persuasive copy and a form to collect visitor details.
- Install a Form Plugin: Use a WordPress plugin such as WP Funnels or FunnelKit for more advanced funnel features, or rely on standard form solutions like Gravity Forms or WPForms. Ensure the form captures first name, email, company, and relevant preference data.
- Set a Trigger in Make: In your Make dashboard, create a scenario triggered by new form submissions. Connect it to the WordPress form plugin or generate a webhook endpoint in Make to receive the form data from WordPress.
- Add Actions: Next, create a sequence of actions in Make, such as: 1) send an immediate “thank you” email with the eBook link, 2) add the lead to a CRM with a relevant tag, 3) update a Google Sheet if you want a simple record-keeping approach or add a Slack notification for your team.
- Test Your Workflow: Submit the form yourself, confirm the email is delivered, the CRM is updated, and your internal notifications arrive. Troubleshoot any errors, then activate the scenario.
- Automate Nurture Emails: If your CRM or email platform supports drip campaigns, you can initiate a nurturing workflow. For example, those who download the eBook receive additional resources each week until they’re ready to speak with sales. “For most SaaS businesses, using product screenshots in non-BOFU content can boost conversions. This aligns with the ‘Show, don’t tell’ principle,” says Anurag Surya, highlighting how tailoring follow-ups is crucial in demonstrating real product value.
With this setup, each new lead is automatically processed, tagged, and nurtured without staff intervention. As leads show more interest (clicking links, requesting demos), you can push them through further marketing stages or notify sales directly.
6. Quotes and Stats Supporting WordPress + Make Funnels
“Lead Funnels & Sales funnels have proven to help online businesses increase conversion rates and revenue.” — WPFunnels
“96% of B2B buyers want to see well-researched blog posts, written from a standpoint of authority.” — Emma Debeljak
These statements reinforce the power of funnel-based thinking. Using WordPress’s content capabilities and Make’s automation, you can deliver the authoritative posts and well-timed follow-ups that prospective buyers crave.
“Even services like click funnels don’t go as far as this…I mean this is an all-in-one system.” — YouTube tutorial creator
This quote references the breadth of integrations you can orchestrate through WordPress and Make. Rather than being locked into a single service, you can connect everything from chatbots and payment processors to scheduling tools. Additionally, “LinkedIn is the most effective social media platform for B2B lead generation, according to 77% of B2B content marketers” (CMI research). With Make, data from WordPress sign-ups can instantly feed LinkedIn ad audiences, further magnifying lead acquisition campaigns.
7. Cost and ROI Considerations
One of the biggest advantages of combining WordPress and Make is cost efficiency. WordPress is an open-source platform, and hosting plus a few premium plugins can remain relatively inexpensive. Make’s tiered model provides basic scenarios for free and scales according to usage. When compared to all-in-one marketing suites that start at hundreds of pounds monthly, many SMEs appreciate the affordability of a WordPress + Make approach.
The potential ROI is heightened by automation’s ability to reclaim time and resources. Eliminating manual tasks—such as copying leads into your CRM, sending routine emails, or updating spreadsheets—frees you to focus on higher-level strategy. “Blogs can fit into every stage of the sales funnel,” suggests Emma Debeljak, meaning your content marketing helps feed the funnel while your automation ensures seamless follow-up. If 30% of lost revenue can be recovered with better emails alone, as marketing statistics suggest, then a more sophisticated funnel quickly pays for itself.
Sometimes concerns arise about training staff to manage these processes. However, once the system is set up, it mostly runs in the background. Occasional updates to forms or email templates are straightforward, particularly with Make’s user-friendly visual scenario builder.
8. Comparison Table: WordPress + Make vs Other Solutions
Solution | Pros | Cons |
---|---|---|
WordPress + Make | Highly customisable; cost-effective; extensive plugin and integration library; you own your data; robust automation with multi-step scenarios. | Initial setup may require some technical confidence; you must manage hosting, updates, and security independently. |
WordPress + Zapier | Popular, simple for basic automations, a vast library of app connections, works with WordPress forms seamlessly. | Advanced multi-path or iterative workflows may be trickier; can become expensive at higher volumes. |
All-in-One Funnel Platforms (e.g., ClickFunnels) | Fast to launch for straightforward funnels; hosting included; pre-built funnel templates. | Limited design flexibility; monthly fees can be high; data lock-in risks; less room for custom expansions outside the platform’s scope. |
In many cases, WordPress + Make strikes the ideal balance of flexibility, affordability, and power—particularly for businesses that want complete control of their marketing assets and data flows.

9. Real-World Applications and Success Stories
Businesses of all sizes are implementing WordPress + Make to build marketing funnels with impressive outcomes:
- Boosted Lead Response: A B2B SaaS startup integrated WordPress forms to automatically feed Make, which updated their CRM and triggered a welcome email. Their sales staff got immediate Slack notifications to call fresh leads. Response times dropped from days to minutes, significantly improving conversions.
- Improved Data Consistency: An SME in manufacturing used Make to synchronise WordPress e-commerce data with a back-office ERP system. This streamlined inventory and removed the risk of manual errors in shipping or order tracking.
- Efficient Webinar Funnels: A professional services firm hosting monthly webinars embedded registration pages on WordPress. Make automatically added registrations to Zoom events, triggered reminder emails, and updated attendance data afterward—completely removing administrative overhead and ensuring no leads slipped through.
“Blogs can fit into every stage of the sales funnel,” was proven yet again in these cases, as well-structured content drew in leads from SEO and social sharing, with automation powering the follow-up. After adopting such funnels, one business noted a 20% rise in qualified leads month over month, attributing much of the success to consistent nurture campaigns orchestrated via Make.
10. Common Challenges and How to Overcome Them
- Technical Hurdles: Some business owners might find the plugin installation, API keys, or webhook setup confusing. Solution: Start with documented “recipes” or Make scenarios, or consult quick YouTube tutorials (e.g. this second demonstration) for a visual walkthrough.
- Performance and Security: WordPress requires routine updates and quality hosting for optimal performance. Equally, always protect API tokens used in Make. Solution: Install reliable security plugins, keep your site and plugins updated, and use strong password practices. For sensitive data, ensure your host adheres to compliance standards (GDPR, etc.).
- Over-Automation Risk: Relying on automation for every single interaction could depersonalise relationships. Solution: Incorporate personal touchpoints at critical stages—phone calls, tailored demos—where B2B prospects expect direct interaction.
- Tool Misalignment: If a business invests heavily in an enterprise marketing suite, introducing Make might feel redundant. Solution: Evaluate ROI—if Make can fill gaps or expedite tasks not covered by your suite, it can coexist. Otherwise, focus on leveraging your existing system first.
11. Best Practices for Ongoing Optimisation
- Monitor Conversion Metrics: Set up tracking across each funnel stage—landing page views, form submissions, email opens, meeting bookings—so you can pinpoint where prospects stall. Then adjust the content or automation as needed.
- Segment Leads Effectively: Use Make’s branching logic to apply tags or segments based on lead interests and demographic data. This ensures more precise follow-ups, in line with Anurag Surya’s principle of “show, don’t tell” (show them relevant product use cases, not generic marketing fluff).
- Test and Refine: Regularly run A/B tests on your landing pages, email subject lines, and call-to-action buttons. Even small improvements compound over time.
- Keep WordPress Lean: Install only necessary plugins to maintain site speed. Visitors, especially B2B decision-makers, rarely tolerate a slow or clunky page. Automation can route out-of-site tasks to back-end systems, minimising plugin bloat.
- Document Your Scenarios: If you or your team builds multiple Make workflows, label them systematically (e.g., “Funnel-TopOfMindFollowUp”) and keep a simple flow diagram. This makes trouble-shooting or scaling easier later on.

12. FAQ
Q1: Do I need coding skills to integrate WordPress with Make?
A: Not necessarily. Make offers a no-code interface; you can build automated flows through a user-friendly editor. You may need basic WordPress knowledge (installing plugins, generating API keys), but coding is optional.
Q2: Which WordPress plugins work best with Make for lead generation?
A: Tools like Gravity Forms, WPForms, and specialised funnel plugins like WPFunnels or FunnelKit are popular choices. Many of these have native Make modules or support webhooks for easy integration.
Q3: Is this solution scalable for growing businesses?
A: Yes. You can upgrade Make plans as your operation volume grows. WordPress can handle large traffic if optimised. As you scale, ensure you re-visit plugin quality, hosting infrastructure, and scenario efficiency in Make.
Q4: Can I track ROI effectively with this setup?
A: Absolutely. By pairing analytics tools (e.g., Google Analytics) with your funnel data in CRM, you can see how leads move through each stage, measure conversion rates, and tie them back to marketing spend. Make can also update spreadsheets or dashboards for real-time ROI tracking.
Q5: Does Make replace enterprise automation platforms?
A: It depends on your needs. If you require advanced features like AI-driven personalisation or massive data warehousing, a fully fledged enterprise suite might be beneficial. But for most SMEs seeking multi-step automation, Make is a cost-effective, simpler alternative to big enterprise tools.
A Flexible, High-Impact Approach
Integrating WordPress with Make can significantly enhance your B2B marketing funnels, enabling real-time lead processing, personalised follow-ups, and streamlined data management. “96% of B2B buyers want to see well-researched blog posts, written from a standpoint of authority,” Emma Debeljak states; WordPress is an ideal hub for publishing such authoritative content, while Make amplifies the impact by automating distribution and nurturing. For marketers seeking a blend of affordability, adaptability, and robust results, this combination provides a strong contender, especially when compared to standalone or all-in-one solutions.
To determine if WordPress + Make is your ultimate funnel solution, evaluate both your short-term campaign needs and your long-term growth goals. If you desire complete control, value cost-effective customisation, and appreciate the flexibility of connecting a multitude of apps (from CRM to social media and beyond), then this integration might be exactly what your organisation needs. And considering how “78% of businesses that use social selling outperform companies that don’t,” according to LinkedIn, having a consistent, automated pipeline to guide visitors from the blog stage all the way to closed deals can become a powerful differentiator in a competitive B2B landscape.