I worked on multi-step business automation workflows designed to streamline event operations, conference coordination, and sponsor onboarding. The workflows connect CRM records, project tasks, team communications, spreadsheets, and file management into coordinated processes.

Automated event initiation and follow-up workflows.

Connected HubSpot CRM with ClickUp for task creation and project coordination.

Integrated Slack for team notifications, channel communication, and onboarding messages.

Connected Google Sheets and Google Drive to support record management and file organization.

Automated sponsor onboarding steps triggered by form submissions.

Used CRM searches and associations to connect relevant records.

Organized conditional branches to handle different event and sponsor workflows.

Included delay, error-handling, and retry steps to help manage workflow failures.

Zapier, HubSpot CRM, ClickUp, Slack, Google Sheets, Google Drive, Workflow Automation, CRM Integration, Business Process Automation.

Event teams often coordinate information across several disconnected applications. These workflows help reduce manual handoffs, standardize onboarding procedures, and keep tasks, records, and team notifications connected.

The modular approach makes it easier to manage different event types and sponsor requirements without manually repeating every step.

Multi-step automation, CRM integration, event operations, sponsor onboarding, workflow orchestration, and error handling.