Systeme.io Contact Sync & Quote Generator — M3 Process Services
Generating accurate service quotes manually while keeping your CRM in sync is the kind of work that quietly eats hours. This does both automatically.
Built a Make.com automation for M3 Process Services that triggers...
Matching loan applicants to the right product manually is slow, inconsistent, and doesn't scale. This handles the entire decision tree automatically.
Built one of the most complex Make.com automations in this portfolio a Loan Match Quiz system that captures quiz responses via...
Facebook Lead Ads → Pipedrive CRM with Duplicate Prevention
Facebook leads are only valuable if they actually make it into your CRM — cleanly, without duplicates cluttering your pipeline.
Built a Make.com automation that captures new Facebook Lead Ads submissions, searches...
AI Competitor Analysis Automation
Knowing your competitive landscape is one thing. Having it researched and structured automatically is another.
Built a Make.com automation triggered via webhook that pulls a record from Airtable, routes through an intelligent analysis pipeline —...
Teamleader → Google Contacts Two-Way Sync Pipeline
When your CRM and Google Contacts fall out of sync, things get missed. This keeps them aligned automatically across every contact field.
Built a Make.com automation that triggers instantly when contacts are updated in Teamleader,...
