CRM & Sales Pipeline AutomationDylan Davison
I build automated CRM systems that organise leads, move deals through your pipeline and trigger follow ups automatically.
Many businesses lose opportunities because their CRM is messy or requires too much manual work. I design automation systems that keep your pipeline organised and ensure no lead falls through the cracks.
Using tools like Zapier, Make, n8n and Airtable, I create workflows that automatically update deals, notify teams and keep your sales process running smoothly.
This helps businesses:
• track leads more effectively
• automate deal progression
• reduce manual admin
• close deals faster
What’s Included
CRM Setup & Optimisation
Structure and configure your CRM for efficient lead management.
Pipeline Automation
Deals automatically move through stages based on activity.
Lead Assignment
Automatically assign leads to the right team members.
Automated Notifications
Receive alerts when deals move stages or require action.
Data Sync Across Tools
Ensure all systems stay updated with accurate information.
FAQs
Yes. I can design and configure a CRM system that fits your sales workflow and integrates with your existing tools.
Absolutely. I often optimise CRMs by automating repetitive tasks and improving pipeline visibility.
I frequently work with systems like HubSpot, Airtable and custom CRM databases.
Lead assignment, deal stage updates, follow up reminders, reporting and notifications.
Example work
Contact for pricing
Duration1 week
Tags
Airtable
Make
N8N
Zapier
API Integration
CRM Automation
Business Process Automation
Pipeline Automation
Sales Automation
Service provided by
Dylan Davison maxLondon, UK
- $1k+
- Earned
- 1
- Paid projects
- 19
- Followers
CRM & Sales Pipeline AutomationDylan Davison
Contact for pricing
Duration1 week
Tags
Airtable
Make
N8N
Zapier
API Integration
CRM Automation
Business Process Automation
Pipeline Automation
Sales Automation
I build automated CRM systems that organise leads, move deals through your pipeline and trigger follow ups automatically.
Many businesses lose opportunities because their CRM is messy or requires too much manual work. I design automation systems that keep your pipeline organised and ensure no lead falls through the cracks.
Using tools like Zapier, Make, n8n and Airtable, I create workflows that automatically update deals, notify teams and keep your sales process running smoothly.
This helps businesses:
• track leads more effectively
• automate deal progression
• reduce manual admin
• close deals faster
What’s Included
CRM Setup & Optimisation
Structure and configure your CRM for efficient lead management.
Pipeline Automation
Deals automatically move through stages based on activity.
Lead Assignment
Automatically assign leads to the right team members.
Automated Notifications
Receive alerts when deals move stages or require action.
Data Sync Across Tools
Ensure all systems stay updated with accurate information.
FAQs
Yes. I can design and configure a CRM system that fits your sales workflow and integrates with your existing tools.
Absolutely. I often optimise CRMs by automating repetitive tasks and improving pipeline visibility.
I frequently work with systems like HubSpot, Airtable and custom CRM databases.
Lead assignment, deal stage updates, follow up reminders, reporting and notifications.
Example work
Contact for pricing