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Turn your CRM into an automated lead management system.
I build custom CRM automation workflows for HubSpot and Salesforce that capture and enrich leads, assign them to the right team members, trigger personalized follow-ups, and keep your sales pipeline organized — without repetitive manual data entry.
What I can automate:
Lead Capture & Enrichment: Connect website forms and other lead sources to your CRM.
Lead Assignment: Automatically route leads based on your rules, teams, or territories.
Follow-Up Sequences: Trigger timely emails and follow-ups based on lead activity.
Workflow Automation: Connect your CRM with email, calendars, forms, and other business tools.
Reporting & Pipeline Management: Keep records organized and give your team better visibility into sales activity.
The result: Less manual work, faster lead response, fewer missed follow-ups, and a more efficient sales process.
Whether you're setting up CRM automation from scratch or improving an existing system, I'll help you build workflows around the way your business operates.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
Related posts
Most inbound bottlenecks aren't caused by low lead volume—they happen during triage.
When inquiries roll into a Google Sheet or CRM, operations teams often waste 10–15 minutes per submission reading through messy paragraphs, deciphering budget mismatch, and manually deciding who gets an immediate call vs. a standard rate sheet.
Instead of adding a bulky CRM add-on, I documented a lightweight 3-step automation pipeline built inside Make:
Intake & Extraction: An active listener triggers immediately upon a new submission, extracting core variables: client scope, target deliverables, timeline, and stated budget.
Context-Aware Evaluation (Gemini 2.5 Flash): The payload passes through an AI evaluation node with strict guardrails:
Evaluates budget against minimum agency criteria.
Assigns a triage score: Hot (immediate priority), Warm (nurture), or Cold (disqualified/template reply).
Generates a strict 15-word operational summary—no long paragraphs.
Determines an automated next step (e.g., routing to an account lead or flagging for asynchronous follow-up).
Data Return & Clean Pipeline: Appends the structured classification directly back to the master operational tracker, keeping the sheet filterable and clean.
The outcome: The sales and operations team can filter the entire board by priority status in two clicks, cutting first-touch response time to minutes without manually reading every single submission.
I’ve documented the full scenario map, execution logic, and data schemas below.
Curious how other agency operators and automation leads here handle their lead enrichment layer—are you doing AI scoring at the form level, or later in the CRM pipeline?:
For the budget gate, I'd keep an unstated budget separate from one explicitly below your minimum. Does the Make route ask for clarification when the amount or currency is missing, so a potentially suitable lead doesn't fall into Cold by default?
FirstReply — reply first, win the booking
Description
Event venues lose bookings because they reply a day late. By then the client has booked somewhere else. FirstReply answers every inquiry with a priced proposal and a held date in seconds.
The automation
1. An inquiry arrives from the venue page, or staff paste in an email.
2. AI extracts event type, date, guests, budget and requests, each with a confidence level and the exact words it came from.
3. Missing date or guest count? It writes a clarifying reply instead.
4. It matches the smallest free space that fits (or the two nearest free dates when it's booked), prices the right package and holds the date for 5 days.
5. The client gets their own proposal page and books with one tap. The hold becomes a confirmed booking.
6. Unsure details, over-budget totals or Review mode send it to a review queue first. Humans step in only when needed.
7. Views, acceptances and expiring holds update the pipeline and alert the team live. Every step is logged to the second.
The design A full design system first (tokens, type scale, components), built as a clickable prototype, then rebuilt in Base44 from prompts. Client pages are mobile-first; the venue side is desktop-first.
Try it Client side: firstreply.base44.app · Venue side: firstreply.base44.app/dashboard
This is a customer support chatbot that help users to sell their products online.
User will chat with on your website.
It collect leads on your behalf gather detail in a google sheet.
It will even create meeting add to your Google calendar. It is useful for you as an individual, an entrepreneur, as somebody delivery services or product.
I use my niece boutique as a reference.
Tools:
Ai Agent, Ai chat model, memory, code tools, Google sheet and Google calendar.
Ai Agent: as Ai agent you it a task, it will use several tools at it's disposal to respond and act based on the system prompt.
Ai chat model: respond to all the chats.
Memory: you give your agent memory so that it can remember everything read understand and interpret it.
Code tool: It return the days of the week.It gather information about people that are chatting even see them as potential buyers or not.
Google sheet: It record every sales.
Google calendar: You use Google calendar to book an appointment with your customers
