Built a support automation system that keeps helpdesk tickets and CRM records perfectly in sync.
When a customer opens a ticket, the workflow:
• Captures the request from the helpdesk
• Auto-tags priority and topic
• Creates/updates the CRM contact + case
• Alerts the right agent...
Designed a full client onboarding workflow in n8n so no new client falls through the cracks.
When a client submits the intake form, the system:
• Validates and enriches their details
• Creates the CRM contact + deal
• Sends a branded welcome email
• Assigns onboarding tasks to...
Built an end to end lead automation system that turns new inquiries into CRM ready contacts instantly.
When a lead submits a form, the workflow:
• Captures and cleans the data
• Scores the lead automatically
• Creates/updates the CRM contact
• Sends a Slack alert to the sales team