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Jasmine Mack
Fractional Ops Manager · AI Automation · App Builds
New to Contra
Jasmine is ready for their next project!
Signl Cycle-full stack web app for women to track their cycle
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Zoho Flow: Application → CRM Contact/Lead This is your smartest logic flow. When someone submits an application it checks — does this person already exist as a lead? If yes, convert them to a contact. If no, create a brand new contact. The decision branch is what makes this impressive — it's not just logging data, it's making a judgment call automatically. Good for: service businesses, membership programs, any business with an application or intake process.
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Zoho Flow: Order Form → CRM Deals Pipeline When a client submits an order form, this flow fetches their contact in Zoho CRM and creates a module entry in the deals pipeline automatically. It's a real-time running log of every order received — no manual entry needed. Good for: any business taking orders through a form who needs CRM visibility.
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Zapier: QuickBooks → Inventory → CRM This is your most complex one and honestly your most impressive. When a new QuickBooks invoice is created it triggers a 4-step chain — creates a sales order in Zoho Inventory, then finds the matching module in Zoho CRM, then creates a deal entry. Three tools talking to each other automatically. Good for: e-commerce sellers, product businesses managing inventory and accounting simultaneously.
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n8n: Lead Form Response & Initial Booking This is your simplest n8n workflow. When a new row is added to a Google Sheet (meaning someone filled out a lead form), it automatically sends a Gmail notification. Two nodes, clean and fast. Good for: client onboarding triggers, lead alerts, booking confirmations.
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