I will automate your client onboarding workflow using make com

B
becca_john04
B
becca_john04
Becca John

Level 1

automate your client onboarding workflow using make com
automate your client onboarding workflow using make com
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automate your client onboarding workflow using make comautomate your client onboarding workflow using make comautomate your client onboarding workflow using make comautomate your client onboarding workflow using make com

About this gig

Client Onboarding Automation with Make com


Are you tired of manually onboarding new clients and repeating the same tasks every time?

I help businesses automate their client onboarding workflow using Make com, so new clients are handled smoothly, accurately, and on time.

With a well-built onboarding automation, you can save hours of work, reduce errors, and give every client a professional first experience.

What I can help you automate:

  • New client form submissions
  • Automatic welcome emails
  • Client data syncing to Google Sheets or CRM
  • Task creation in tools like ClickUp, Asana, or Trello
  • Folder creation in Google Drive
  • Team notifications and follow-ups


Each automation is customized to match your business process and tools.

If you're ready to streamline your onboarding and focus on growing your business, send me a message and lets get started.

  • AI Model Frameworks & Tools

    • LangChain
    • n8n
    • Anthropic Claude
    • Mistral

  • Platform

    • Integrately
    • Make (Integromat)
    • Pabbly Connect
    • Tray.io
    • Workato
    • Zapier
    • Zoho Flow

  • Type

    • Data syncing
    • Email automation
    • CRM workflows
    • E-commerce order
    • Marketing campaign

  • Automation Integration Points

    • Website
    • Mobile app
    • Google Sheets
    • Trello
    • Slack
    • Email
    • Airtable
    • Monday.com
    • Shopify
    • Salesforce
    • Mailchimp
    • Social Media
    • Hubspot

Get to know Becca John

Becca John

CRM, Email Marketing and Sales Funnel Expert for Growing Brands

4.5(10)

Level 1

  • FromUnited States
  • Member sinceJan 2025
  • Avg. response time1 hour
  • Last delivery1 week

  • Languages

    English, Dutch, German, Spanish, Greek, Portuguese, Turkish
I’m a Marketing Automation & CRM Specialist helping businesses streamline operations, increase conversions, and scale efficiently. I build structured systems using GoHighLevel, Klaviyo, Mailchimp, WooCommerce, MailerLite, and WordPress to turn leads into loyal customers. From sales funnels and CRM setup to email automation and onboarding workflows, I create reliable systems that run 24/7. My goal is simple: build scalable automation that drives consistent growth and reduces manual work for your business.

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