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Today I moved beyond theory and built a live lead-intake automation for my consulting business.
The workflow now:
• Directs Instagram visitors to a service inquiry form
• Captures and organizes each response
• Adds the lead to a working tracker
• Assigns a “New” status automatically
• Sends a detailed email alert for follow-up
The most valuable part wasn’t simply connecting the tools. It was designing a clean handoff, mapping the right information, testing the full customer journey, identifying formatting issues, and refining the workflow before activation.
That’s the kind of process work I enjoy: turning scattered steps into a clear, repeatable system that makes follow-up easier and reduces the chance of a lead being missed.
If your intake or follow-up process depends on manual copying, inbox searching, or memory, there’s probably an opportunity to simplify it.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
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Built an n8n automation that recovers missed customer calls, starts an AI conversation, checks CRM context, routes urgent requests, and tracks callback SLAs until the customer is handled.
nice that it tracks the callback until someone actually handles it. which businesses is this built for, trades or more like clinics
Hi, I am Priyash, your expert Virtual Assistant specializing in B2B lead generation, accurate data entry, and web research.
I help founders, startups, and growing teams save time with zero-error administrative support and fast turnaround.
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Hey Priyash! Dropped you a DM regarding a potential partnership for our B2B agency, but wanted to leave a quick note here too. Let's connect!
Built a custom CRM automation for Nightstack Labs that transforms incoming business inquiries into organized sales opportunities without manual data entry.
Using Make, the system identifies existing companies, creates new records when needed, automatically connects contacts, companies, and deals in HubSpot, and saves AI-generated lead summaries alongside customer requests.
The result is a streamlined lead management process designed to reduce administrative work, prevent inquiries from getting overlooked, and help businesses respond faster, stay organized, and move potential customers through their sales pipeline more efficiently.
Developed and successfully tested as a working demonstration of an end-to-end CRM automation system.
The detail about saving AI generated summaries alongside raw requests is often overlooked. That context makes handoffs much smoother since sales reps no longer have to dig through messy email threads to understand the lead.