Phoenix - Your AI AssistantSet up 1 AI lead capture automation in Zapier or Make
Delivery in
4 days
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What you get with this Offer
If you are manually moving leads between a form, email inbox, spreadsheet, and CRM, this offer is for you.
I will set up 1 fixed-scope AI lead capture automation in Zapier or Make to move new leads from one source into your chosen tools automatically.
What you will get:
- 1 automation workflow
- 1 trigger source such as a form or lead entry point
- up to 3 connected apps
- delivery to Google Sheets, email, CRM, or webhook
- 1 AI step for summary, tagging, or lead classification if required
- basic testing
- short handover note
This offer is suitable for:
- small businesses
- founders
- agencies
- service providers
- teams handling leads manually
What is not included:
- full custom app development
- multi-workflow systems
- advanced dashboard builds
- large API projects
- long-term maintenance
I will set up 1 fixed-scope AI lead capture automation in Zapier or Make to move new leads from one source into your chosen tools automatically.
What you will get:
- 1 automation workflow
- 1 trigger source such as a form or lead entry point
- up to 3 connected apps
- delivery to Google Sheets, email, CRM, or webhook
- 1 AI step for summary, tagging, or lead classification if required
- basic testing
- short handover note
This offer is suitable for:
- small businesses
- founders
- agencies
- service providers
- teams handling leads manually
What is not included:
- full custom app development
- multi-workflow systems
- advanced dashboard builds
- large API projects
- long-term maintenance
What the Freelancer needs to start the work
What tools or platforms do you want to connect? (e.g., forms, CRM, email, Google Sheets, etc.)
Can you briefly describe your current lead flow? (how leads come in and where they should go)
Which app should receive the final leads? (CRM, email, spreadsheet, webhook, etc.)
Do you want any AI step included? (e.g., lead summary, tagging, qualification)
Please provide sample lead data or field structure (if available)
Do you have access ready for the required tools, or should I guide you through setup?
What is your desired final outcome or workflow result?