CRM Automation | HubSpot, Airtable & Supabase by Chetan PathakCRM Automation | HubSpot, Airtable & Supabase by Chetan Pathak
CRM Automation | HubSpot, Airtable & SupabaseChetan Pathak
Cover image for CRM Automation | HubSpot, Airtable & Supabase
Your CRM isn’t broken. the way data gets into it is.
A lead fills your form at 11pm. it lands in someone’s inbox. someone copies it into the CRM on Wednesday, maybe. the follow-up never goes out. the deal dies quietly and nobody even knew it existed.
I develop CRM automation that closes that gap. leads, contacts, deals and follow-ups move between your forms, inbox, calendar and CRM on their own. data stays clean, and the right person gets nudged at the right time.
Wat’s included-
→ Lead Capture to CRM... website forms, ads, email or WhatsApp enquiries land in HubSpot, Airtable or Supabase automatically, fields mapped properly, no copy-paste → Duplicate & Data Cleanup... duplicates caught, fields standardised, missing info flagged before it messes up your pipeline → Pipeline Stage Automation... deal stages move on real triggers (reply received, meeting booked, form submitted), so your pipeline shows what’s actually happening → Follow-Up Automation... email or Slack nudges go out when a lead goes quiet, to the lead or to your team → Lead Routing & Scoring... leads assigned to the right owner using rules you define. scoring added where your data can support it → Two-Way Sync... HubSpot, Airtable, Supabase and Google Sheets kept in step, so there’s one source of truth → Error Handling & Monitoring... failed runs retry and alert you. nothing fails silently → Human Approval Step (optional)... AI drafts the reply, you approve before it sends
Which CRM fits you? → HubSpot... you have a sales team and need a proper pipeline → Airtable... you want a flexible, lightweight CRM without the HubSpot price tag → Supabase... you’re running a custom app or want your own database behind everything
not sure? tell me how you handle leads today. I’ll point you to the right one, even if it’s the cheaper one
Skills applied CRM Workflow Design API & Webhook Integration Lead Qualification Logic Data Sync & Cleanup Error Handling & Monitoring AI-Assisted Automation
Tools used- HubSpot Airtable Supabase n8n Make REST APIs Webhooks OpenAI/LLMs Google Workspace Slack
What this isn’t... automation fixes handoffs. it won’t fix a weak offer or a sales process that doesn’t exist yet. if that’s the real problem, I’ll tell you before you spend anything
FAQs

Contact for pricing
Duration1 week
Tags
Airtable
HubSpot
Make
N8N
Supabase
API Integration
Business Workflow Automation
CRM Automation
Lead Management
Service provided by
Chetan Pathak Gurugram, India
CRM Automation | HubSpot, Airtable & SupabaseChetan Pathak
Contact for pricing
Duration1 week
Tags
Airtable
HubSpot
Make
N8N
Supabase
API Integration
Business Workflow Automation
CRM Automation
Lead Management
Cover image for CRM Automation | HubSpot, Airtable & Supabase
Your CRM isn’t broken. the way data gets into it is.
A lead fills your form at 11pm. it lands in someone’s inbox. someone copies it into the CRM on Wednesday, maybe. the follow-up never goes out. the deal dies quietly and nobody even knew it existed.
I develop CRM automation that closes that gap. leads, contacts, deals and follow-ups move between your forms, inbox, calendar and CRM on their own. data stays clean, and the right person gets nudged at the right time.
Wat’s included-
→ Lead Capture to CRM... website forms, ads, email or WhatsApp enquiries land in HubSpot, Airtable or Supabase automatically, fields mapped properly, no copy-paste → Duplicate & Data Cleanup... duplicates caught, fields standardised, missing info flagged before it messes up your pipeline → Pipeline Stage Automation... deal stages move on real triggers (reply received, meeting booked, form submitted), so your pipeline shows what’s actually happening → Follow-Up Automation... email or Slack nudges go out when a lead goes quiet, to the lead or to your team → Lead Routing & Scoring... leads assigned to the right owner using rules you define. scoring added where your data can support it → Two-Way Sync... HubSpot, Airtable, Supabase and Google Sheets kept in step, so there’s one source of truth → Error Handling & Monitoring... failed runs retry and alert you. nothing fails silently → Human Approval Step (optional)... AI drafts the reply, you approve before it sends
Which CRM fits you? → HubSpot... you have a sales team and need a proper pipeline → Airtable... you want a flexible, lightweight CRM without the HubSpot price tag → Supabase... you’re running a custom app or want your own database behind everything
not sure? tell me how you handle leads today. I’ll point you to the right one, even if it’s the cheaper one
Skills applied CRM Workflow Design API & Webhook Integration Lead Qualification Logic Data Sync & Cleanup Error Handling & Monitoring AI-Assisted Automation
Tools used- HubSpot Airtable Supabase n8n Make REST APIs Webhooks OpenAI/LLMs Google Workspace Slack
What this isn’t... automation fixes handoffs. it won’t fix a weak offer or a sales process that doesn’t exist yet. if that’s the real problem, I’ll tell you before you spend anything
FAQs

Contact for pricing