Lead Capture → CRM + AI Email TriageGavin DiMartino
Every lead from your forms, site, or inbox lands in your CRM automatically: enriched, tagged, and routed. AI sorts incoming email (lead / support / billing / spam), drafts replies, and alerts the right person.
Deliverables:
n8n (or Make/Zapier) workflow: form/site/email → CRM, with dedupe and tagging
AI classifier for incoming email, with draft replies saved as drafts, never auto-sent
Slack/email alert for hot leads
Error handling plus a weekly summary
Written docs and a recorded walkthrough; 7 days of fixes
Timeline: 3 business days
Client provides: access to the CRM, email, and form tool (or invite a user), a list of lead sources, category rules, and 3–5 example emails.
Gavin's other services
Lead Capture → CRM + AI Email TriageGavin DiMartino
Starting at$750
Duration3 days
Tags
AI
AI Automation
Every lead from your forms, site, or inbox lands in your CRM automatically: enriched, tagged, and routed. AI sorts incoming email (lead / support / billing / spam), drafts replies, and alerts the right person.
Deliverables:
n8n (or Make/Zapier) workflow: form/site/email → CRM, with dedupe and tagging
AI classifier for incoming email, with draft replies saved as drafts, never auto-sent
Slack/email alert for hot leads
Error handling plus a weekly summary
Written docs and a recorded walkthrough; 7 days of fixes
Timeline: 3 business days
Client provides: access to the CRM, email, and form tool (or invite a user), a list of lead sources, category rules, and 3–5 example emails.
Gavin's other services
$750