Automation Architect: Build AI-Driven Lead Management System (Mailchimp + Google Workspace + CRM)

Posted 3 weeks ago

Worldwide

Summary

Project Overview: We operate a custom safari tour business managing bespoke safari bookings. We need an automation specialist to architect and deploy a hands-free lead management stack that ingests inbound web leads, analyzes unstructured email conversations using artificial intelligence, maps client preferences to a database, and dynamically schedules follow-up tasks. Our current stack is Mailchimp and Google Workspace (Gmail). You will evaluate and implement the necessary middle layer (e.g., Make, Zapier, Pipedrive, Airtable, or ActiveCampaign) to achieve the required workflow without software bloat. Technical Requirements: 1. Inbound Lead Synchronization: Parse incoming website form notifications from Gmail and automatically create or update data records, matching existing destination tags imported from Mailchimp. 2. Natural Language Processing / Email Parsing: Build a system that monitors ongoing email threads to extract unstructured customer details. The system must parse text to identify and update specific database fields: target species, family status, photography interest level, and destination. 3. Dynamic Scheduling & Intent Recognition: The system must recognize temporal intent within email conversations (e.g., follow up in 6 weeks or contact me in 5 months), calculate the precise target date from the timestamp, update the record, and generate an internal calendar event or CRM task reminder. 4. Contextual Prompt Engineering: Configure the AI output to generate tailored follow-up scripts for internal use, injecting the extracted client preferences (e.g., target species or family metrics) into the task reminder text. Required Experience: * Proven portfolio of complex multi-step workflows using Make (Integromat) or Zapier. * Hands-on implementation of OpenAI Assistants API or advanced LLM tool-calling within automation platforms to output structured JSON. * Deep integration experience with Mailchimp API structures and tag webhooks. * Native deployment familiarity with mid-market CRMs (Pipedrive, Airtable, or Zoho).

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Customer Relationship Management
Activity on this job
  • Proposals:50+
  • Last viewed by client:3 weeks ago
  • Hires:
    1
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jul 29, 2014
  • United States
    Petaluma1:19 PM
  • $16K total spent
    34 hires, 12 active
  • 934 hours
  • Art & Design
    Individual client

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