
CRM Automation (HubSpot/Zoho)
Automate deals, tasks, lead assignment and emails in HubSpot or Zoho.
Automated lead generation pipeline: form capture, lead scoring, CRM routing, email follow-ups, and notification alerts. No lead falls through the cracks.

In this package
Form/landing page integration - fully built, tested, and documented for direct use in production.
Lead scoring rules - fully built, tested, and documented for direct use in production.
CRM routing - fully built, tested, and documented for direct use in production.
Automated follow-up emails - fully built, tested, and documented for direct use in production.
Slack/email notifications - fully built, tested, and documented for direct use in production.
Dashboard reporting - fully built, tested, and documented for direct use in production.
The plan
Full scope
Sales teams wanting to automate their lead capture and follow-up process.
Compare other AI & Automation packagesKeep an active project moving over the weekend to meet a Monday deadline.
Design and build one more page that matches your existing site or app.
Add custom scroll, hover, page transition or loading animations to your project.
Add a new user role with its own permissions and matching interface controls.

Automate deals, tasks, lead assignment and emails in HubSpot or Zoho.

Automate lead capture, outreach, scheduling and deal reporting end to end.

Set up automated welcome, drip, abandoned-cart or re-engagement email flows.

Connect your tools in a no-code Zapier or Make workflow that saves manual work.
Form/landing page integration, Lead scoring rules, CRM routing, Automated follow-up emails, Slack/email notifications, Dashboard reporting
Estimated 1–2 weeks after kickoff