You will get Multi-Step Zapier Automation for Lead Management & Notion CRM
Project details
Stop losing high-value leads to manual data entry and disorganized spreadsheets. I will build a sophisticated, end-to-end automation system that captures, organizes, and strategically segments your clients the moment they submit a request. Using a powerful integration of Zapier, Notion, and Google Sheets, this project eliminates manual steps and ensures your sales pipeline is always structured and ready for action.
⭐️Strategic Segmentation: Unlike simple data transfers, I use Zapier Paths to automatically assign strategic tags (e.g., "High Ticket," "Recurrent") based on client service interest.
⭐️Zero Manual Entry: This system handles 100% of the intake process, moving data from Google Forms to your CRM without human intervention.
⭐️Notion CRM Optimization: I don’t just move data; I structure your Notion database into a professional pipeline designed for beauty clinics and service providers.
⭐️Real-Time Visibility: Includes a live reporting database in Google Sheets so you can monitor service demand and performance at a glance.
⭐️Transform your lead management into a high-performance machine that saves time and maximizes every business opportunity.
⭐️Strategic Segmentation: Unlike simple data transfers, I use Zapier Paths to automatically assign strategic tags (e.g., "High Ticket," "Recurrent") based on client service interest.
⭐️Zero Manual Entry: This system handles 100% of the intake process, moving data from Google Forms to your CRM without human intervention.
⭐️Notion CRM Optimization: I don’t just move data; I structure your Notion database into a professional pipeline designed for beauty clinics and service providers.
⭐️Real-Time Visibility: Includes a live reporting database in Google Sheets so you can monitor service demand and performance at a glance.
⭐️Transform your lead management into a high-performance machine that saves time and maximizes every business opportunity.
What's included
| Service Tiers |
Starter
$100
|
Standard
$215
|
Advanced
$375
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$25Frequently asked questions
About Diana Carolina
Zapier & Make AI Automation Expert | Google Apps Script Gemini AI
Medellin, Colombia - 1:40 pm local time
With 8 years of operational experience in business administration, logistics, quoting and billing, I don't just connect apps; I audit and optimize your entire operational ecosystem. I design end-to-end workflows that connect your tools, handle repetitive tasks, and deliver results in seconds — saving your team dozens of hours every single week.
If you are a small or medium-sized business owner drowning in daily admin, siloed data, or repetitive tasks, I build the scalable infrastructure you need to grow without increasing your headcount.
🔧 WHAT I BUILD & AUTOMATE:
⭐️Multi-step Zapier workflows (Paths, Filters, Formatters) to streamline your operations.
⭐️Make scenarios for complex, multi-tool, and multi-branch business automations.
⭐️Google Apps Script custom triggers & API integrations to unlock core data.
⭐️AI-powered lead scoring (HOT / WARM / COLD) using Gemini AI & ChatGPT.
⭐️CRM pipelines: form → AI classification → Drive → email → dashboard.
⭐️AI support systems: classify, route & respond to inquiries in <60 seconds.
⭐️Advanced SLA monitoring, billing workflows, and automated operational alerts.
⭐️Client intake, automated onboarding, and project routing pipelines.
⚙️ TOOLS & INTEGRATIONS:
Zapier · Make · Google Apps Script · Gemini AI · ChatGPT / OpenAI · Notion · Airtable · Google Sheets · Google Forms · Asana · Slack · Gmail · Google Drive · Google Calendar · Google Docs
⚙️ HOW WE WORK TOGETHER:
✅The Automation Audit: We look under the hood of your current operations to identify the exact bottlenecks costing you time and money.
✅The Workflow Blueprint: I map out the ideal, automated architecture for your business operations before writing a single line of code.
✅Build & QA: I develop your systems in controlled stages with rigorous testing to ensure 100% reliability.
✅Hand-off & Documentation: You receive a fully operational ecosystem, completely documented so your team knows exactly how it runs.
Every system I ship is tested to run automatically. I don't hand off a script and disappear.
Ready to audit your operations and reclaim your time? Send me a message and let’s talk
Steps for completing your project
After purchasing the project, send requirements so Diana Carolina can start the project.
Delivery time starts when Diana Carolina receives requirements from you.
Diana Carolina works on your project following the steps below.
Revisions may occur after the delivery date.
Strategy & CRM Mapping
We will define the lead categories and map the specific conditional logic for your Notion CRM to ensure accurate client segmentation from the start.
Intake & Database Integration
I will connect your Google Forms to Google Sheets and structure the Notion database to automatically receive and store all incoming lead data.