I will build client onboarding automation in make or zapier to automate workflow

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emmy__jay
E
emmy__jay
Emmy Jay
Certaines informations sont présentées en anglais.
build client onboarding automation in make or zapier to automate workflow
Plein écran
build client onboarding automation in make or zapier to automate workflow
Plein écran
Plein écran
build client onboarding automation in make or zapier to automate workflowbuild client onboarding automation in make or zapier to automate workflowbuild client onboarding automation in make or zapier to automate workflow

À propos de ce service

I build client onboarding automations in Make.com and Zapier that handle your entire intake process form to CRM to welcome email to Slack notification automatically. No more manual data entry, no more leads falling through cracks.


What I build:

  • Step 1: Client fills a form (Typeform, Google Forms, JotForm, Calendly)
  • Step 2: Contact auto-created in your CRM (Monday.com, HubSpot, Pipedrive, Notion)
  • Step 3: Personalized welcome email sent from your account
  • Step 4: Your team notified in Slack or Microsoft Teams
  • Step 5: Tasks auto-created and assigned in your project tool


Add-ons available:

  • Conditional routing (different onboarding for different client types)
  • Google Sheets CRM sync for bulk imports
  • Follow-up email sequences (3, 7, 14 days)
  • Error monitoring and alerts


Deliverable: Working automation + Loom video walkthrough + documentation

Tools: Make.com, Zapier, Monday.com, HubSpot, Pipedrive, Notion, Airtable, Gmail, Outlook, Slack, Microsoft Teams, Typeform, JotForm, Google Forms


Message me first every onboarding flow is different, and I want to confirm I can deliver exactly what you need before you order.

  • Outils et cadres de modèles d'IA

    • LangChain
    • AutoGPT / Agent GPT
    • Baby AGI
    • CrewAI
    • Retell AI
    • Vapi AI
    • n8n
    • OpenAI ChatGPT
    • Anthropic Claude
    • Google Gemini
    • Mistral
    • Meta Llama
    • Cohérence
    • OpenRouter
    • xAI Grok
    • Perplexity

  • Plateforme

    • Assistant Google
    • Google Chromecast
    • Applis mobiles
    • CRM monday.com
    • n8n
    • CRM Oracle NetSuite
    • salesforce
    • SAP Sales Cloud (SAP CRM)
    • Zapier
    • CRM Zoho

  • Type

    • Synchronisation de data
    • Automation d'e-mails
    • Posts sur les réseaux sociaux
    • Flux de travail CRM
    • CRM et workflows internes

  • Points d'intégration d'automatisations

    • Site Internet
    • Applis mobiles
    • Google Sheets
    • Trello
    • Slack
    • E-mail
    • airtable
    • Asana
    • monday.com
    • Shopify
    • salesforce
    • Mailchimp
    • Réseaux sociaux
    • Hubspot
    • TypeForm
    • JotForm

  • Langage de programmation

    • Bash
    • C#
    • Dart
    • Java
    • Kotlin
    • Python
    • Swift
    • Dactylographiés
    • HTML et CSS
    • C&C++

Découvrez Emmy Jay

Emmy Jay

I build sales automations that stop leads from going cold

  • DeRoyaume-Uni
  • Membre depuismai 2026

  • Langues

    Anglais, Espagnol, Allemand, Français
Tired of losing deals because you forgot to follow up? I build sales automations that track every email you send and automatically update your CRM so you always know when you last contacted each lead. No more cold leads slipping through cracks. Recent result: Built a Gmail → Monday.com automation for a UK coffee roasting company. Their "Date Last Emails" column now updates automatically, and no wholesale distributor goes un-followed. What I use: Make.com, Zapier, Monday.com, HubSpot, Pipedrive, Gmail, Outlook, Google Sheets. Ready to stop losing leads? Message me with your CRM and email setup.

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