Client Onboarding + CRM Automation | Zapier + AI WorkflowsAyamba Okpa
I build AI-powered Zapier workflows that automate your client onboarding, lead qualification, and CRM updates saving you hours every week. My systems are designed to boost your booking rates, speed up follow-ups, and help you run your business on autopilot.
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.
FAQs
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.
Yes. I work with HubSpot, Airtable, Mailchimp, Gmail, Notion, and more. Let me know what you use.
Yes, please. I can integrate WhatsApp, Slack, and other alert tools using Zapier and Make.
Starting at$150
Duration1 week
Tags
Airtable
Gmail
Google Sheets
Zapier
AI Automation
AI Engineer
Automation Engineer
Service provided by
Ayamba Okpa proLagos, Nigeria
Client Onboarding + CRM Automation | Zapier + AI WorkflowsAyamba Okpa
Starting at$150
Duration1 week
Tags
Airtable
Gmail
Google Sheets
Zapier
AI Automation
AI Engineer
Automation Engineer
I build AI-powered Zapier workflows that automate your client onboarding, lead qualification, and CRM updates saving you hours every week. My systems are designed to boost your booking rates, speed up follow-ups, and help you run your business on autopilot.
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.
FAQs
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.
Yes. I work with HubSpot, Airtable, Mailchimp, Gmail, Notion, and more. Let me know what you use.
Yes, please. I can integrate WhatsApp, Slack, and other alert tools using Zapier and Make.
$150