Ugochukwu Amaechi
Automation Expert | AI & Business Workflow Builder
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AI-Driven Email Management System
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AI-Powered Sales Lead Detection from Support Tickets
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Automated CRM Journal Creation from Microsoft Teams Channel Posts
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The client's team was manually copying important Microsoft Teams channel discussions into their eWay-CRM as journal entries a repetitive, time-consuming task that was prone to missed entries, human error, and delays. Important client communications and internal updates were not being consistently logged, creating gaps in their CRM records.
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An automated workflow that monitors a designated Microsoft Teams channel in real time and instantly creates a corresponding journal entry in eWay-CRM whenever a new post is made with zero manual input required.
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1. Microsoft Teams watches the selected channel for new posts
2. A text parser converts the HTML message content into clean, readable plain text
3. eWay-CRM automatically receives the parsed content and creates a new journal entry, connected to the relevant CRM items
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Eliminated manual data entry between Teams and CRM entirely
Ensured every channel communication is consistently logged without relying on staff to remember
Improved CRM data accuracy and completeness
Freed up team time previously spent on repetitive copy-paste tasks
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Real-Time GoHighLevel CRM Sync & Team Notification System
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The client struggled with keeping customer records synchronized between GoHighLevel and Airtable. Manual updates often led to outdated information, duplicate records, and inconsistent customer data across systems. Additionally, teams lacked visibility into contact changes, resulting in communication gaps and delayed responses to important customer updates.
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Developed a real-time CRM synchronization workflow in Make.com (http://Make.com) that automatically monitors contact updates in GoHighLevel and synchronizes them with Airtable. The workflow intelligently determines whether a contact already exists, updates existing records when changes occur, or creates new records when necessary. Slack notifications are automatically sent to keep teams informed of all customer record activities.
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The automation eliminated manual CRM updates, improved customer data accuracy, enhanced team collaboration, and ensured real-time visibility into contact activity. The client gained a reliable and scalable system for managing customer information across platforms.
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By reducing data errors, preventing duplicate records, and ensuring timely customer follow-up, the workflow helped protect revenue opportunities and improve overall operational efficiency.
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The system automatically tracks contact changes, record creation, updates, and notification activity, ensuring transparent reporting and centralized operational visibility without manual intervention
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