Automate Your CRM Intake and Lead Follow-UpBrionne Moss
I’ll set up a custom automation that captures new leads from your form, routes them into your CRM, and logs the data for tracking. All without you lifting a finger. Built using Zapier or Make, this workflow keeps your pipeline organized and your follow-up fast. I bring a process automation engineering background and real business ops experience, so what I build actually works.
What's included
Lead Intake & Routing Automation
I’ll build a multi-step automation that captures leads from a form (e.g. Typeform, Jotform, or website), logs the data into Google Sheets or Airtable, and routes the contact into your CRM (like HubSpot or Pipedrive). Includes basic lead tagging and tracking setup.
FAQs
I support popular tools like HubSpot, Pipedrive, Zoho, Airtable, Salesforce, and more. I can also connect lesser-known CRMs as long as they have a Zapier or Make.com integration. Forms supported include Jotform, Typeform, Webflow, and Google Forms.
Yes, I can build follow-ups with Gmail, MailerLite, or Twilio. Ask and I’ll tailor it to your system.
Brionne's other services
Starting at$150
Duration2 days
Tags
Airtable
Google Sheets
HubSpot
Make
Zapier
Automation Engineer
Business Workflow Automation
Service provided by
Brionne Moss Houston, USA
Automate Your CRM Intake and Lead Follow-UpBrionne Moss
Starting at$150
Duration2 days
Tags
Airtable
Google Sheets
HubSpot
Make
Zapier
Automation Engineer
Business Workflow Automation
I’ll set up a custom automation that captures new leads from your form, routes them into your CRM, and logs the data for tracking. All without you lifting a finger. Built using Zapier or Make, this workflow keeps your pipeline organized and your follow-up fast. I bring a process automation engineering background and real business ops experience, so what I build actually works.
What's included
Lead Intake & Routing Automation
I’ll build a multi-step automation that captures leads from a form (e.g. Typeform, Jotform, or website), logs the data into Google Sheets or Airtable, and routes the contact into your CRM (like HubSpot or Pipedrive). Includes basic lead tagging and tracking setup.
FAQs
I support popular tools like HubSpot, Pipedrive, Zoho, Airtable, Salesforce, and more. I can also connect lesser-known CRMs as long as they have a Zapier or Make.com integration. Forms supported include Jotform, Typeform, Webflow, and Google Forms.
Yes, I can build follow-ups with Gmail, MailerLite, or Twilio. Ask and I’ll tailor it to your system.
Brionne's other services
$150