Challenge: A growing business was losing hours every week to manual lead entry and handoffs between marketing and sales, with no automated bridge between their CRM and day-to-day operations.
Approach: Designed and built a multi-step CRM automation stack (Zapier/Make workflows across HubSpot and Zoho), connecting lead capture directly to pipeline stages and eliminating manual data entry at every handoff point.
Results: Saved the client 10+ hours of manual admin work per week and improved lead-response speed by removing the delay between capture and follow-up.
Like this project
Posted Jan 20, 2025
Designed a multi-step CRM-to-operations automation stack (Zapier/Make workflows across HubSpot and Zoho) that eliminated manual data entry and lead handoffs.