Read this before you watch anything
These are third-party videos on other people's channels. We do not control them and they are not part of the product — product interfaces change, and a video recorded six months ago may not match the screen in front of you. Your setup guide is the authority. Use these when a concept has not landed or a button is not where you expected. If a video and the guide disagree, the guide wins.
Start here — Make
01
Watch first
Make.com tutorial for beginners, full guide
If you have never opened Make before, watch the first fifteen minutes of this and nothing else. You do not need the rest.
02
Optional
Master Make.com in 2 hours — complete beginner's guide
The long version. Worth it if you intend to build your own scenarios later, unnecessary for this pack.
Importing the blueprints
03
Core step
How to import a blueprint.json automation
This is the exact three-click action in step 1 of the Make guide. Ninety seconds.
04
If stuck
How to import a Make.com blueprint (2026) — scenario setup
A second take on the same thing, more recent interface. Use if your Make UI looks different to the screenshots.
05
Good habit
Export and import Make.com blueprints
Useful once you start backing up your own scenario before editing it. Do that.
Connecting HubSpot
06
Core step
How to connect Make.com to HubSpot (2026 full guide)
Covers the OAuth connection and the scopes. This is step 2 of the Make guide.
07
Going further
Make.com HubSpot integration and automation tutorial
Broader walkthrough of what the HubSpot modules can do, if you want to extend the engine later.
08
Zapier path
How to integrate HubSpot with Zapier (2026 guide)
The Zapier equivalent. Only relevant if you are on the Zapier path.
The two custom properties
09
Do this first
How to create a custom contact property in HubSpot
Do this before anything else. You need tbt_reactivation_state and tbt_last_reactivation_at.
10
If stuck
How to add HubSpot custom contact properties, step by step
Alternative walkthrough. Pay attention to where the internal name is set — that is the bit that matters.
Building your dormant list
11
Core step
HubSpot lists: active vs static segmentation
Your dormant list is the campaign. Get this right and the rest is mechanical.
12
Shortcut
How to create static lists in HubSpot — 59 seconds
The fallback if HubSpot's search filters give you trouble in module 1.
13
Bridge method
Connect and export HubSpot data to Google Sheets
Only for the bridge method — if your aggregator CRM will not let an automation read it directly.
The AI connection
14
Core step
How to create a ChatGPT API key (2026)
You need a key and about ten dollars of credit. Turn training off while you are in there.
15
Recommended
Create OpenAI API key — full guide with budget and security tips
Watch this one if you want spend limits set properly. Recommended before you run 800 leads.
Webhooks — the reply handler
Zapier path only
The phone channel — optional
20
Optional
Retell AI: zero to voice agent in 10 minutes (2026)
Start here if you want the calling channel. Skip entirely if you do not.
21
Optional
How to build outbound AI voice agents with Retell AI
Outbound specifically, which is what this engine does. Read the compliance pack before you enable it.
22
Going further
Retell AI outbound calling: the complete guide
Longer and more thorough. Covers agent configuration in detail.
Not going to spam
23
Important
Stop your emails going to spam — SPF, DKIM and DMARC for small business
If your domain has never sent volume before, watch this before week two. It is the single highest-value hour in this list.
24
If on Workspace
How to set up SPF, DKIM and DMARC for Gmail (2026)
Google Workspace specific. Most brokers are on Workspace.
When it breaks
Official references, not videos
ACMA — the Spam Act and commercial messages
The regulator's own guidance on consent, identification and unsubscribe.
ACMA — Do Not Call Register for businesses
Read this before you enable the phone channel. Voice is a separate regime.
OAIC — Australian Privacy Principles
How you hold and disclose the personal information in your CRM.
Make — HubSpot CRM module reference
Every field on every HubSpot module, straight from Make.
Retell AI documentation
Agent configuration, dynamic variables and the create-phone-call endpoint.