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.