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Zoho One implementation for Prosple, a graduate recruitment platform, as their Marketing Automation Specialist. I built and managed 124 Zoho Flow automations connecting Zoho CRM, Desk, Forms, Bookings and Campaigns with Apollo.io, Calendly, Google Sheets, Jira and Slack, running about 4,500 executions a week with almost no failures.
I also set up Zoho CRM workflow rules that route self-serve leads by source and country, assign owners, add tags and send email notifications; built lead capture forms with conditional logic and UTM tracking; configured Zoho Desk ticketing with auto-assignment and escalation; ran A/B tests and funnel tracking in PageSense; and built multi-channel sales cadences in Zoho Cadence for automated outreach.
The network for creativity
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Connect with clients, get discovered, and run your business 100% commission-free
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Awesome dude
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?
I'm so excited to share that in just 2 months, I've made it into the top 5% of creators on Contra @Contra HQ ! 🎉
Honestly, all it took was consistency, showing up, putting in the work, and staying committed to getting better every day.
Seeing this milestone makes me incredibly happy. It's a reminder that small, consistent efforts really do add up, even when progress isn't always visible.
I'm grateful for how far I've come, but even more excited about what's ahead. This achievement gives me even more motivation to keep learning, improving my craft, and pushing myself to become better at what I do.
Two months in, and this is just the beginning. 🚀
Here's to staying consistent, embracing the journey, and celebrating the little wins along the way!
#Contra #Creators #Consistency #Freelancing #GrowthMindset
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Huge congratulations! Top 5% in just 2 months is incredible. Love that you highlighted consistency and showing up daily - that's what really moves the needle. Your Discovery Score of 125 is super inspiring. Well deserved!