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$
USD
I will automate your CRM and lead management workflow
Taras K
About this gig
I will help you automate your CRM and lead management workflow so your business can respond faster, organize leads better, and reduce manual work.
This gig is ideal for businesses that receive leads from forms, websites, ads, email, chatbots, Google Sheets, Airtable, or other platforms and want to manage them automatically.
I can help with:
- Lead capture automation
- CRM workflow automation
- Google Sheets or Airtable setup
- Automated email responses
- Lead qualification workflows
- Task and notification automation
- OpenAI-powered lead processing
- Make.com, Zapier, webhook, or API integrations
Before starting, I will review your current process and suggest a clean automation structure.
Please message me before placing an order so I can confirm your CRM, lead sources, and workflow complexity.
Get to know Taras K
Taras K
- FromUkraine
- Member sinceSep 2025
- Avg. response time1 hour
Languages
English, Ukrainian
AI Automation & Content Creation
I help businesses automate workflows, reduce manual work, and improve customer communication with AI-powered solutions. I build AI chatbots, virtual assistants, Make.com/Zapier automations, OpenAI integrations, CRM workflows, Google Sheets/Airtable systems, API integrations, and lead automation. My focus is simple: create practical AI systems that save time, streamline operations, and help your business scale.
If you're looking for someone who can turn your workflow ideas into working AI systems and automations, let's discuss your project.
My Portfolio
FAQ
1. Do I need to contact you before ordering?
Yes, please message me first. CRM and lead workflows can be simple or advanced depending on the number of lead sources, tools, and required actions.
2. What CRM platforms can you work with?
I can work with different CRM platforms if they support integrations, API access, webhooks, Zapier, Make.com, n8n, or data import/export options.
3. Can you automate lead capture from forms?
Yes. I can automate lead capture from website forms, landing pages, Google Forms, Typeform, chatbots, email, or other lead sources.
4. Can you send leads to Google Sheets or Airtable?
Yes. I can send leads to Google Sheets, Airtable, CRM platforms, email, or other tools depending on your workflow.
5. Can you create automated email responses?
Yes. I can set up automated email replies, internal notifications, lead follow-ups, or task creation based on your workflow.
6. Can OpenAI help qualify or process leads?
Yes. OpenAI can be used to summarize leads, classify requests, extract details, assign categories, generate replies, or support lead qualification logic.
7. Can you fix my current CRM automation?
Yes. I can review and troubleshoot your existing CRM automation if you provide access and explain the issue.
8. What do you need from me to start?
I need your lead sources, CRM name, workflow description, required fields, access to tools, and the exact result you want after each lead is received.
9. Will you test the automation before delivery?
Yes. I will test the workflow and make sure leads move through the agreed process correctly before delivery.
10. Do you provide support after delivery?
Yes. I can answer questions related to the delivered workflow and make small fixes if something does not work as agreed in the original scope.
