Client Onboarding + CRM Automation | Zapier + AI Workflows
Starting at
$
150
About this service
Summary
FAQs
I am not technical. Can I still use this automation?
Absolutely. Everything is designed to run in the background. You will also get a clear walkthrough and documentation. I will be happy to always answer any questions you may have after the project.
Can you work with my CRM or email tool?
Yes. I work with HubSpot, Airtable, Mailchimp, Gmail, Notion, and more. Let me know what you use.
Can you connect WhatsApp, Slack, or SMS notifications?
Yes, please. I can integrate WhatsApp, Slack, and other alert tools using Zapier and Make.
What's included
End-to-End CRM Automation Workflow
A fully automated workflow that captures leads, updates your CRM (e.g., HubSpot or Airtable), sends confirmation emails, and triggers smart follow-ups using Zapier or Make.
AI-Powered Lead Qualification System
A smart Zap that uses AI to qualify leads based on form inputs (e.g., budget, service needed), tags them accordingly in your CRM, and alerts you via WhatsApp, Slack, or email.
Automation Map + System Documentation
A visual flowchart and step-by-step documentation showing how each automation works. This is perfect for future edits, handovers, or scaling your system.
Example projects
Duration
1 week
