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This project shows a fully automated lead management workflow built to capture and process leads from LinkedIn Lead Forms and automatically distribute them to the right systems and teams.
The automation collects new lead form submissions and checks if the contact already exists. If the contact is new, the system automatically creates a contact record, sends internal notifications, and creates a new qualification card for tracking.
The workflow also routes leads to different actions using smart automation logic. Notifications are sent to teams through tools like Slack and Microsoft Teams, while lead data is organized inside CRM platforms such as Salesforce.
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
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AI Voice Calling Agent — Vapi + Make.com + Google Sheets Built an AI-powered inbound voice agent named Shreeja for KyrosAura, a wealth advisory firm. The agent answers calls from the website, qualifies leads by confirming a minimum 50 Lakh investment mandate, collects caller name, phone number, and preferred meeting time, then automatically logs the booking to Google Sheets via Make.com. Supports Hindi and English detection automatically. Built on Vapi, Claude Haiku, ElevenLabs, and Deepgram.
How AI Agents Help Business Operations
AI agents can act like digital teammates for repeatable workflows.
They can read documents, extract data, check missing details, update CRMs, send notifications, and prepare tasks for human review.
For example, when a client submits a form or document, an AI workflow can extract the key information, validate it, update the right tools, and notify the team automatically.
The goal is not to replace people. It is to remove repetitive work so teams can focus on better decisions.
The best AI automation keeps humans in the loop, adds error handling, and connects tools through APIs, webhooks, Slack, Google Sheets, CRMs, and workflow platforms like n8n.
Less manual work. Faster handoffs. Better operations.
Building smarter backend systems for businesses using GoHighLevel.
Recently worked on setting up workflow automations, pipeline tracking, lead management, and business growth systems designed to help businesses operate more efficiently behind the scenes.
I’m becoming increasingly interested in the intersection between:
• CRM systems
• automations
• customer journeys
• AI workflows
• modern frontend experiences
A lot of businesses focus only on the website frontend, but the real growth often happens through the backend systems powering follow-ups, lead nurturing, and operations.
Currently exploring more advanced workflows involving automations, onboarding systems, customer segmentation, and AI-assisted processes.Just built this for a cleaning business
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