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Note: Please make sure to attach your most relevant automation portfolio with your bid, as proposals without proven examples may be viewed negatively during evaluation and can reduce your chances of being shortlisted. We are looking for an experienced automation specialist to build a complete lead generation and follow-up workflow for our business. Currently, we receive leads from multiple sources (Facebook Ads, website forms, Google Forms, LinkedIn, etc.), but the process is mostly manual. We often miss leads, follow up too late, and waste time copying data between tools. We need someone who can create an automated system that captures leads, organizes them, sends notifications, follows up automatically, and keeps everything updated in one place. This is one of the most important parts of our business, so we are looking for someone who has already built similar systems and understands how to make the workflow reliable and scalable. What We Need: When a new lead comes in from any source: Website contact form Facebook Lead Ads Google Form Calendly booking LinkedIn lead form The system should automatically: Save the lead into our CRM, Airtable, or Google Sheets Assign tags based on the lead source Notify our sales team in Slack or email Use ChatGPT / OpenAI to: Summarize the lead Identify what service they may need Write a personalized first follow-up message Automatically send: Welcome email Follow-up email sequence Optional SMS through Twilio Create a task in ClickUp, Trello, or HubSpot If no response after a few days, send reminder automatically Keep all data synced between our tools Tools We Use: Zapier / Make / N8N ChatGPT / OpenAI Google Sheets / Airtable Slack Gmail HubSpot or another CRM ClickUp / Trello Twilio Calendly Facebook Lead Ads Required Experience: Zapier, Make, or N8N expert Strong experience with APIs and webhooks Experience building lead generation and sales workflows ChatGPT / OpenAI integration CRM and email automation Experience with Twilio, HubSpot, Airtable, Slack, and Google Workspace Nice to Have: Experience with GoHighLevel Experience with AI agents Experience building automation for agencies, SaaS companies, or service businesses Deliverables: Fully working end-to-end lead management workflow Testing and debugging Clear documentation or Loom video Small revisions if needed Budget: To Apply: Please include: A short description of a similar workflow you built Which platform you recommend (Zapier, Make, or N8N) and why Any examples/screenshots of previous automation systems Please start your proposal with: “Lead Flow System”
ID do Projeto: 40355060
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101 freelancers estão ofertando em média $159 USD for esse trabalho

Lead Flow System As a seasoned Software Engineer with extensive experience in automation and AI integration, I have successfully built numerous lead generation and follow-up systems similar to your requirements. My expertise with Zapier, Make, and n8n coupled with my proficiency in APIs and webhooks make me an ideal candidate for this project. With a sharp focus on optimizing workflows, I specialize in keeping leads organized, ensuring timely notifications and smooth handovers to sales teams. Moreover, my AI skills-based on OpenAI platform will help you in leveraging ChatGPT effectively. I can deploy it not only to summarize leads and identify relevant services but also to personalize first follow-up messages. This enables the system to automatically send welcome emails, follow-up sequences, optional SMS through Twilio, and create tasks on platforms like ClickUp or HubSpot. With respect to the tools that we'd be using for this project - Zapier/Make/n8n, Google Sheets/Airtable, Slack/Gmail/HubSpot/Trello/ClickUp/Twilio/Calendly/Facebook Lead Ads—I have not only worked on these platforms but also gained enough expertise over the years to automate complex workflows seamlessly. Cross-communication is one of the biggest strengths I bring to the table by ensuring that all data remains synced between various tools guaranteeing no loss of leads or their information.
$650 USD em 21 dias
6,0
6,0

⭐⭐⭐⭐⭐ Build Your Automated Lead Generation and Follow-Up System ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you are looking for an automation specialist. You don’t need to look any further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for lead generation and follow-up workflows. I can create a reliable system that captures leads, organizes them, and automates follow-ups, all while keeping everything updated. ➡️ Why Me? I have 5 years of experience in building automated workflows, specializing in lead generation and CRM integration. My skills include using Zapier, Make, and N8N, along with strong API experience. I ensure your workflow will be efficient and scalable, tailored to your business needs. ➡️ Let's have a quick chat to discuss your project in detail. I’ll show you samples of my previous work and how I can add value to your business. Looking forward to our discussion! ➡️ Skills & Experience: ✅ Zapier ✅ Make ✅ N8N ✅ API Integration ✅ ChatGPT / OpenAI ✅ CRM Automation ✅ Email Automation ✅ Google Sheets ✅ Airtable ✅ Slack Notifications ✅ Twilio SMS ✅ Trello / ClickUp Waiting for your response! Best Regards, Zohaib
$150 USD em 2 dias
6,0
6,0

Hi, I recently built an n8n automation connecting Facebook Ads with Pipedrive for lead capture and CRM automation, and another workflow where website form submissions were processed through Zapier and sent via API to an external system with clean mapping and routing. I have 3 plus years of experience in CRM and automation, working with tools like n8n, Make, and Zapier to build reliable lead management systems. For your project, I would use n8n or Make to centralize all lead sources, apply tagging, send notifications, and automate follow ups using OpenAI. I can deliver a stable and fully automated system with proper testing and documentation.
$250 USD em 6 dias
4,7
4,7

⭐⭐⭐⭐⭐ Lead Flow System ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you're looking to build a complete automated lead generation and follow-up system across multiple platforms. Look no further; Muhammad Adil is here to assist you! I will create a reliable workflow that captures leads from all sources, organizes them, triggers smart follow-ups, and keeps everything synced in one centralized system. ➡️ Why Me? I have extensive experience building end-to-end lead automation systems using Make and n8n, which I recommend for this project due to their flexibility, cost efficiency, and powerful API/webhook handling. I’ve built similar systems where leads from Facebook Ads, forms, and Calendly are captured, enriched with OpenAI for summaries and personalized replies, then synced to CRMs, Slack, and task managers with automated email and SMS follow-ups. I can share relevant automation examples during chat. ➡️ Let's have a quick chat to discuss your exact workflow and I’ll walk you through a proven structure tailored to your tools. I look forward to discussing this with you in our chat. ➡️ Skills & Experience: ✅ Make / Zapier / n8n Automation ✅ API & Webhook Integration ✅ OpenAI / ChatGPT Workflows ✅ CRM & Lead Management Systems ✅ Email & SMS Automation (Twilio) ✅ Slack & Notification Systems ✅ Airtable / Google Sheets Sync ✅ Scalable Workflow Design Waiting for your response! Best Regards, Muhammad Adil
$160 USD em 3 dias
4,8
4,8

I can help with this, I will build your multi-source lead capture workflow — Facebook Ads, Calendly, web forms, LinkedIn — with auto-tagging, CRM sync, ChatGPT-powered lead summarization, and a timed follow-up sequence via email and Twilio SMS. I recommend Make over Zapier here — it handles branching logic and conditional delays natively, which keeps your reminder sequences and no-response triggers clean without extra workarounds. Questions: 1) Which CRM are you currently using — HubSpot, or open to Airtable as the primary hub? 2) How many lead sources are active right now? Looking forward to your response. Best regards, Kamran
$90 USD em 5 dias
6,0
6,0

⭐Hey, I’m ready to assist you right away!⭐ I believe I’d be a great fit for your project since I have extensive experience in building automated lead generation and follow-up systems using Zapier, Make, and N8N. My technical expertise combined with my business experience ensures a seamless workflow that captures leads from various sources, organizes them, sends notifications, and automates follow-ups. By leveraging ChatGPT/ OpenAI, I can summarize leads, identify service needs, and send personalized follow-up messages efficiently. Implementing automated emails, SMS through Twilio, and integration with ClickUp/Trello ensures a comprehensive lead management system. Let's streamline your lead processes for maximum efficiency and productivity. If you have any questions, would like to discuss the project in more detail, or would like to know how I can help, we can schedule a meeting. Thank you. Maxim
$50 USD em 5 dias
4,4
4,4

Lead Flow System – I can build a fully automated lead capture and follow-up workflow connecting Facebook Ads, website forms, Google Forms, LinkedIn, and Calendly, syncing leads to Airtable/CRM, notifying your team, and using OpenAI to summarize and send personalized follow-ups
$140 USD em 1 dia
4,5
4,5

Hi, I am an automation specialist with 8 years of rich experience with a background in AI and workflow systems. I am familiar with n8n, Zapier, Make, OpenAI, APIs, CRM automation. For this project, the most important part is building a reliable and scalable lead flow across all sources without data loss. I will design a centralized workflow using webhooks and API triggers, automate tagging, notifications, and AI-based follow-ups, and keep all tools in sync. I will also ensure retry logic and error handling so no lead is missed. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.
$250 USD em 7 dias
4,2
4,2

Lead Flow System — I understand the critical need for a reliable, automated lead generation and follow-up workflow that integrates multiple sources like Facebook Ads, Google Forms, LinkedIn, and Calendly into one streamlined system. I specialize in building end-to-end automation using Zapier and Make, combined with ChatGPT for personalized messaging and lead summarization. I recommend Make for its visual interface and advanced error handling, ideal for scaling. Previously, I created a similar system connecting Facebook Leads and website forms to Airtable and Slack, with automated personalized email sequences and task creation in ClickUp. My approach includes thorough testing, clear documentation, and providing Loom videos for easy handoff. I will ensure seamless syncing across your CRM, Slack, Twilio, and Google Workspace with ongoing support for revisions. I am ready to deliver a robust, scalable solution within your timeline.
$140 USD em 7 dias
3,9
3,9

Hi there! Lead Flow System. You’re building a fully automated lead capture and follow-up workflow, and the real challenge is unifying multiple sources while ensuring every lead is categorized, notified, and followed up on—this is exactly where most systems fail. I’ve implemented similar workflows for agencies where leads from Facebook, web forms, and Calendly were automatically processed, tagged, summarized via OpenAI, and synced across Airtable, Slack, and CRM platforms. This eliminated missed opportunities and reduced manual follow-ups by over 90%. I will build your end-to-end automation using Make (for flexibility and scalability), integrate OpenAI for summarization and personalized messaging, sync all leads to your CRM, trigger Slack notifications, emails, and tasks, and provide a Loom video plus documentation for smooth hand-off. Check our work: https://www.freelancer.com/u/ayesha86664 Do you want the AI-generated follow-ups to be fully automated or allow review before sending? I am ready to start — just say the word. Best Regards, Ayesha
$90 USD em 4 dias
4,0
4,0

Lead Flow System I can start on this right away. With expertise in Zapier, Make, N8N, and ChatGPT integration, I have extensive experience in building lead generation and sales workflows. I will create an automated system that captures leads from all sources, organizes them, sends notifications, and follows up automatically, ensuring data synchronization across your tools. The final deliverable will be a fully working end-to-end lead management workflow with clear documentation. Best Regards, Muhammad A.
$220 USD em 10 dias
3,7
3,7

Lead Flow System with Web Crest Need an experienced, reliable automation specialist for your Lead Generation workflow? Look no further because at Web Crest, we build intelligent systems that perform. With a 98% project completion rate and over a decade of experience in API, Automation, and CRM, we're confident in delivering the exact system you need. Our deep familiarity with Zapier, Make, or N8N paired with our ability to integrate ChatGPT/OpenAI and automate using ClickUp, Trello or Hubspot check all of your automation boxes. What sets us apart is our focus on scalable solutions that continue to grow with your business. We’ve built similar lead generation systems for agencies, SaaS companies and service businesses alike, so rest assured your project is in good hands. As an added bonus, if you're using GoHighLevel or AI agents - we’re well-versed in those too! At Project completion expect clear documentation/loom video explaining the end-to-end workflow and optimizing revisions for best results.
$200 USD em 3 dias
3,4
3,4

Lead Flow System Hi, I have strong hands-on experience with n8n, Make, Zapier, OpenAI, webhooks, Airtable, HubSpot, Slack, Gmail, Twilio, and building end-to-end lead management automations for agencies and service-based businesses. I can build a reliable workflow that captures leads from your forms and ad sources, routes them into your CRM or Airtable/Google Sheets with source tagging, uses OpenAI to summarize and qualify each lead and draft the first follow-up, then triggers Slack or email alerts, automated email or SMS sequences, and task creation through connected APIs and webhook-based sync. You can expect clear communication, fast turnaround, and a high-quality result that fits seamlessly into your existing workflow. Best regards, Juan
$140 USD em 1 dia
3,2
3,2

“Lead Flow System” I can help you create an automated workflow that captures leads from various sources like Facebook Ads, Google Forms, and LinkedIn, and seamlessly routes them into your CRM or Airtable. This system can notify your sales team instantly, identify lead needs using ChatGPT, and automate follow-up emails and tasks in tools like ClickUp or Trello. With 5+ years as an automation specialist using Zapier, Make, and N8N, I’ve built similar systems that enhance efficiency and reliability. I’m ready to discuss how we can create a tailored solution for your needs. Best Regards, Priyanka
$250 USD em 3 dias
4,0
4,0

Lead Flow System Hi! I've built similar automated lead capture and follow-up systems using Google Apps Script, Make (formerly Integromat), and Zapier. I can build exactly what you need. Here's my approach for your Lead Flow System: ✅ Lead Capture: Connect all sources (Facebook Lead Ads, Google Form, website contact form, Calendly, LinkedIn) into one unified Google Sheet / Airtable via Make or Zapier ✅ Auto-tagging: Each lead gets tagged by source automatically ✅ ChatGPT/OpenAI Integration: Summarize the lead, identify service match, draft personalized first follow-up message ✅ Automated notifications: Instant Slack + email alert to your sales team the moment a lead arrives ✅ Follow-up sequence: Welcome email → follow-up email sequence → optional Twilio SMS → auto-reminder if no response after X days ✅ Task creation: Auto-create task in ClickUp/Trello/HubSpot with lead details ✅ All tools synced: Google Sheets, CRM, Gmail, Slack — one source of truth I recommend Make (n8n as backup) for the workflow — more flexible and cost-effective than Zapier for this scope. Can deliver in 5-7 days. Happy to share relevant examples on request.
$150 USD em 7 dias
3,3
3,3

Hello, I understand the frustration of managing leads manually and the missed opportunities that can arise from it. To streamline your lead generation and follow-up process, I will implement an automated system using Make, as it offers powerful integration capabilities for your diverse sources. Here is what I will deliver: - A fully working end-to-end lead management workflow that captures leads from all specified sources. - Automated notifications for your sales team via Slack or email. - Clear documentation or a Loom video to ensure smooth handover and understanding. I can confidently complete this within your budget and timeline, and I will keep you updated throughout the process. How do you currently prioritize leads coming from different sources before automation? Best regards
$140 USD em 7 dias
2,4
2,4

Lead Flow System Hi there, I’ve read your brief and I can build a reliable, scalable lead capture and follow-up workflow that unifies Facebook Lead Ads, website forms, Google Forms, Calendly and LinkedIn into one source of truth. I’ve built similar systems that use webhooks to capture leads, enrich and tag them, then summarize and draft personalized outreach with OpenAI before pushing records into Airtable/HubSpot and creating ClickUp tasks. Technically I’ll use Make (or Zapier if preferred) for robust webhook routing, OpenAI to summarize and craft messages, and Twilio/Gmail for multi-channel follow-up. I’ll deliver testing, debugging, and a Loom walkthrough within a single iteration and handle two small revisions. Which CRM do you prefer as the system-of-record (HubSpot, Airtable, or Google Sheets) and do you have existing webhooks/API keys ready for Facebook Lead Ads, Calendly, and Twilio? Thanks, Cindy Viorina
$30 USD em 3 dias
2,5
2,5

Lead Flow System Hi, I have done many automations—kindly check my profile: https://www.freelancer.com/u/khuzaima024. I recommend Claude Code over other tools if not then n8n (No Code). I’ve built similar multi-source lead automation systems integrating Facebook Ads, forms, CRMs, Slack, and AI-based follow-ups with OpenAI. Let Discuss !!
$150 USD em 10 dias
2,4
2,4

Hi, I'm a skilled freelancer, dedicated to automation and chatbot development using API Integrations and GPT techniques. Your requirement for an Automation Expert to Build Lead Generation & Follow-Up System (Zapier/Make/N8N/ChatGPT) aligns with my skills. I would love the opportunity to discuss how I can enhance your framework by increasing lead generation and enhancing follow-ups. I adhere to coding standards and always ensure that my work passes rigorous testing. Please feel free to ask any questions you may have or clarify any aspect of the project. My goal is to give you a product that fits your specific needs.
$195 USD em 15 dias
2,4
2,4

Lead Flow System Hi, This is exactly the kind of system I’ve been building for the past 3 years, helping businesses stop losing leads and turn everything into a clean, automated flow. I understand your problem completely. Leads are coming from different sources, follow-ups are delayed, and data is scattered. I’ve solved this many times by creating one central system that captures, organizes, and follows up automatically. I would build your workflow using n8n or Make depending on your preference. Personally, I recommend n8n for better control, flexibility, and long-term scalability. Here’s what you’ll get: All leads captured from every source and stored in one place Smart tagging and instant Slack or email notifications ChatGPT integration to summarize leads and generate personalized follow-ups Automated email and SMS sequences with proper timing Task creation in ClickUp or your CRM Follow-up reminders if leads don’t respond Clean syncing across all tools I focus on making systems reliable, simple to use, and built for real results. I can show you live systems I’ve built that are already generating results, but since they are client-based, I can’t share them publicly here. I’d be happy to walk you through them privately. I’m ready to start and build this properly for you. Best regards, laiba
$250 USD em 7 dias
2,4
2,4

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