CRM Automation

Yurii Kolesnyk

Enterprise Resource Planning (ERP) · Client Management & CRM

11 0

5.0

282

Go to profile

I specialize in business process automation, helping companies and entrepreneurs save time, reduce manual work, and increase operational efficiency through well-designed automation solutions. I work on tasks where the key value is not just “setting things up”, but achieving real business results: faster lead processing, structured and reliable data, controlled workflows, and reduced human error.How I Can Help Business process automation tailored to specific company needs CRM setup and optimization (leads, deals, pipelines, automated actions) Service integrations via API, Webhooks, Make (…

0 136

Development of an analytical dashboard for the CRM system in Airtable

Enterprise Resource Planning (ERP)

A convenient, interactive, and visually understandable report panel (dashboard) has been developed for a mini-CRM system based on Airtable. The main goal of the project is to transform arrays of raw data into visual analytics that allow a manager or…

200 USD

1 240

Automation of Facebook Ads reports

Enterprise Resource Planning (ERP)

I created a fully functional AI agent on the Make.com platform that automates the reporting and strategic planning cycle for Facebook Ads. The system not only collects data but also acts as a "Junior Media Buyer," analyzing the effectiveness of…

AI Assistant for automating expense accounting and document analysis

112 USD

0 205

AI Assistant for automating expense accounting and document analysis

Enterprise Resource Planning (ERP)

Developed an intelligent system in the format of a Telegram bot based on Make.com and Gemini, which fully automates the process of collecting, recognizing, and systematizing financial documentation. The bot acts as a link between the employee and the…

Full automation of analysis and registration of reports and contracts

250 USD

0 200

Full automation of analysis and registration of reports and contracts

Enterprise Resource Planning (ERP)

This project is a comprehensive ecosystem for legal and operational departments that transforms the chaos of incoming documents into a structured and verified registry without human involvement. How the system works (Workflow): Automatic capture: The…

Comprehensive automation of the sales department

191 USD

0 209

Comprehensive automation of the sales department

Enterprise Resource Planning (ERP)

Project description: The main goal was to eliminate "routine" and the human factor in the work of managers. I developed and implemented a system of automatic triggers in KeyCRM, which accompanies the client at every stage of the funnel — from…

Daria Pavlenko

Enterprise Resource Planning (ERP) · Online Stores & E-commerce

3 0

5.0

321

Go to profile

Automate your business I have been building processes in e-commerce and online learning for almost 5 years. I am a specialist in automating business processes. My strong point is that I can find a solution to any problem and I'm not afraid to learn new services. I can be useful in the following areas: ✔️ Automating routine and repetitive tasks ✔️ Building and customizing marketing funnels ✔️ Building pages and websites using no-code builders ✔️ E-mail marketing, newsletter automation ✔️ CRM setup, integration with other services ✔️ Set up webinars ✔️ Connect payment systems ✔️…

0 175

SendPulse settings for business

Enterprise Resource Planning (ERP)

Need to: set up automated document collection for an accounting firm, automate deals across different funnels in the CRM, automate actions with deals and clients, set up automatic email and reminder sending in the Telegram chatbot, train the team to…

Practicing Webinar Funnel in Active Campaign

150 USD

0 279

Practicing Webinar Funnel in Active Campaign

Enterprise Resource Planning (ERP)

My role. Marketing Automation Specialist Project description. Building Webinar Funnel Automation . ActiveCampaign and Simvoly tools. Setting up Email Campaign and site tracking. #activecampaign #Webinar #automation #workflow #…

Integration between Free plan HubSpot CRM - Make.com - ActiveCam

100 USD

0 330

Integration between Free plan HubSpot CRM - Make.com - ActiveCam

Enterprise Resource Planning (ERP)

The main idea is for the sales force to work with HubSpot applications even with the free version. Target: - Transfer the contact from the ActiveCampaign to the HubSpot using Make.com. - Create a deal for the added contact in HubSpot. - Add the…

Alina Oliinyk

Enterprise Resource Planning (ERP) · Email Marketing

1 0

271

Go to profile

Hi there! I help businesses automate marketing processes, integrate CRM systems, and improve customer communication. My solutions save time, optimize workflows, and increase conversions.How can I help you?✅ Email Marketing Automation Setting up and managing email campaigns in ActiveCampaign, HubSpot, Pipedrive (from welcome emails to follow-ups and reminders) Lead & customer segmentation for targeted campaigns Personalized marketing – dynamic content, trigger emails, behavioral automation A/B testing, analytics (open rates, clicks, conversions)✅ CRM Integration & Automation CRM setup &…

Yaroslav Bilyi

AI Consulting · Enterprise Resource Planning (ERP)

1 0

202

Go to profile

I help implement automation solutions, whether it's automated email responses or an automated content generation system. With experience with Zapier, Make (Integromat), Manychat, etc. as well as AI integration, I can develop customized automation solutions that eliminate repetitive tasks and increase efficiency. My approach includes: ✅ Thorough understanding of your goals: Crafting customized solutions aligned specifically to your needs. ✅ Complete end-to-end automation: Seamlessly integrating Airtable, Make.com, and advanced AI tools to transform your workflows. ✅ Clear communication:…

Oksana

Bot Development · Enterprise Resource Planning (ERP)

2 0

191

Go to profile

180 USD

1 299

Telegram bot + Google sheets + Make

Enterprise Resource Planning (ERP)

A Telegram bot was created for the workshop employees on the Make.com service and integrated with a Google spreadsheet. Task: by the order number in the bot, the employee was provided with all the information about the order to start working. The…

Oleksandr Novak

Enterprise Resource Planning (ERP) · Online Stores & E-commerce

0 0

254

Go to profile

Stop wasting hours on repetitive tasks — I build smart automations that run your business on autopilot. I help founders, teams, and agencies streamline operations by consolidating scattered tools into a single, integrated system. Whether you’re managing leads, tasks, emails, or internal workflows — I design automation that saves time, reduces errors, and scales with your business. What I specialize in - Workflow Automation: n8n, Zapier, Make (Integromat) - CRM Automation: set up pipelines, notifications, and lead routing - Custom Integrations: REST APIs, webhooks, multi-tool workflows - Smart…

Analytics Dashboard for Courses & Educators

800 USD

0 135

Analytics Dashboard for Courses & Educators

Enterprise Resource Planning (ERP)

Shopify doesn’t provide convenient analytics for courses and educators. Reviewing performance required manual filtering and exports, taking ~20–30 minutes per analysis. Solution Orders were imported from Shopify into Airtable with a structured…

Syncing the Formative Assessment Tool with Airtable via n8n

1300 USD

0 217

Syncing the Formative Assessment Tool with Airtable via n8n

Enterprise Resource Planning (ERP)

I built a seamless automation that connects Socrative.com — a formative assessment platform — with #airtable via #N8N, turning manual exports into an efficient, real-time workflow. What I did: • Configured secure authorization with Socrative •…

OpenCart Integration with Microsoft Dynamics 365 CRM via n8n

4000 USD

0 190

OpenCart Integration with Microsoft Dynamics 365 CRM via n8n

Enterprise Resource Planning (ERP)

I developed and implemented a full integration between an e-commerce website #OpenCart and Microsoft Dynamics 365 CRM. The solution provides seamless synchronization of product data, inventory levels, order information, and publishing rules between…

Irina Mihaylova

Enterprise Resource Planning (ERP) · HTML & CSS

0 0

228

Go to profile

0 105

Sales analytics automation (n8n + Google Sheets + Telegram)

Enterprise Resource Planning (ERP)

Automated workflow for collecting and analyzing sales data using n8n. The system retrieves data from Google Sheets, filters records by the selected month and year, calculates key business metrics, and sends a structured report to Telegram…

1 133

AI call analysis and analytics generation system

Enterprise Resource Planning (ERP)

Developed an automated AI system for processing and analyzing phone calls with subsequent analytics and reporting. The system allows for automatic processing of audio calls, determining sentiment, category, and obtaining statistics in real-time…

0 110

AI automation of application processing from the website (Lead Management System)

Enterprise Resource Planning (ERP)

Automated the full cycle of processing applications from the website — from receiving to client segmentation using AI. How the system works: an application from the form goes through a webhook data is automatically structured stored in Google Sheets…

Artur

AI & Machine Learning · Enterprise Resource Planning (ERP)

0 0

234

Go to profile

I help automate leads, CRM, and business processes using n8n, Make, Zapier, Notion, Airtable, Google Sheets, and AI. I work on tasks where manual work needs to be removed, chaos reduced, and the process turned into one clear system. What I can do: • lead and CRM automation • integration with CRM, Notion, Airtable, Google Sheets, Telegram, Gmail, and Calendar • chatbots and AI bots for handling incoming requests • building and improving workflows in n8n, Make, and Zapier • fixing errors in existing automations • API and webhook integrations between services I work practically: first logic and…

Automation of real estate offer document preparation

112 USD

0 132

Automation of real estate offer document preparation

Enterprise Resource Planning (ERP)

Automation of real estate offer documents through Google Sheets, PDF, and Gmail Built an automation system for preparing and sending offer documents in the real estate sector. Task: the manager was spending a lot of time searching for property…

AI Agent Inbox: smart Telegram assistant for tasks and priorities

157 USD

0 211

AI Agent Inbox: smart Telegram assistant for tasks and priorities

Enterprise Resource Planning (ERP)

Developed an AI assistant in Telegram for collecting, classifying, and managing tasks. Task: Incoming messages, ideas, and tasks were getting lost in chats and notes. They had to be read, sorted, recorded, and kept in mind manually. This created…

Notion + n8n: AI system for task prioritization and alerts

135 USD

0 235

Notion + n8n: AI system for task prioritization and alerts

Enterprise Resource Planning (ERP)

Built an AI system based on Notion and n8n for automatic task prioritization, alerts, and workflow control. Task: new tasks were appearing in Notion, but they had to be reviewed, evaluated, prioritized, assigned, and updated manually. This…

Content Factory Automation for 5 Social Media Platforms with AI

191 USD

0 192

Content Factory Automation for 5 Social Media Platforms with AI

Enterprise Resource Planning (ERP)

Built an automated content publishing system for a content agency using Make.com. Task: the team was manually preparing and publishing videos across multiple platforms. This took a lot of time, created process chaos, caused mistakes in captions…

Kateryna

Enterprise Resource Planning (ERP) · Email Marketing

0 0

199

Go to profile

I'm a marketing automation expert and I'm here to help you get the most out of automation. Whether you're dealing with multiple marketing tools and workflows, or looking to integrate seamlessly across platforms, I've got you covered. I specialize in connecting different marketing tools and platforms with built-in integrations or APIs, setting up automated email campaigns, personalized emails based on user behavior and autoresponders. As an automation expert and custom integrations developer, I focus on: - Creating automation scenarios with Make.com/Integromat, Zapier. - Automating CRM…

67 USD

0 38

Lead Management Automation via n8n

Enterprise Resource Planning (ERP)

Developed an n8n automation to process and manage leads from Facebook, Instagram, and website forms via Webhook. The workflow checks for duplicates, applies tags, assigns lead statuses, and adds clean data to Airtable. It also creates calendar events…

Meta Lead Ads → Brevo Automated Email Flow

34 USD

0 110

Meta Lead Ads → Brevo Automated Email Flow

Enterprise Resource Planning (ERP)

I created an automated workflow that captures Meta Lead Ads submissions and instantly syncs them to Brevo. It creates contacts, handles duplicates, sets dynamic variables, and sends a personalized welcome email via the Brevo API — eliminating manual…

Anton Cherkasov

Bot Development · Enterprise Resource Planning (ERP)

0 0

180

Go to profile

I specialize in business process automation using n8n, API integrations, and Telegram bot development. I work with workflow automation, data processing, Google Sheets, CRM systems, notifications, AI services, and other online tools. I have a solid understanding of REST APIs, webhooks, and modern no-code/low-code solutions. I approach every project with attention to detail, carefully analyze requirements, and maintain clear communication throughout the entire process. I can help with: • n8n workflow setup and development; • API integrations between different services; • Google Sheets automation…

<< < 1 2 3 4 5 6 >

Latest projects