You will get Zapier & Make.com Automation | Workflow Integration (Sheets/CRM/API)


Project details
I build Zapier/Make.com automations that capture leads, prevent duplicates, and instantly notify your team—so no lead is missed and follow-up is faster.
Typical flow: Trigger → Dedupe key → Lookup/Data store → Router (new vs duplicate) → Create task → Send SMS/WhatsApp → Update Google Sheet
What you get:
• No duplicate leads (clear dedupe rule + idempotent logic)
• Clean field mapping + structured task creation in ClickUp
• Automated messaging with logged delivery status
• Easy monitoring in Google Sheets (status columns for auditing/troubleshooting)
• Short Loom walkthrough + documentation so you can maintain it
I can implement this in Zapier or Make depending on your existing stack, including filters/routers, webhooks, and API-based steps when needed.
Typical flow: Trigger → Dedupe key → Lookup/Data store → Router (new vs duplicate) → Create task → Send SMS/WhatsApp → Update Google Sheet
What you get:
• No duplicate leads (clear dedupe rule + idempotent logic)
• Clean field mapping + structured task creation in ClickUp
• Automated messaging with logged delivery status
• Easy monitoring in Google Sheets (status columns for auditing/troubleshooting)
• Short Loom walkthrough + documentation so you can maintain it
I can implement this in Zapier or Make depending on your existing stack, including filters/routers, webhooks, and API-based steps when needed.
Programming Languages
JavaScript, PythonWhat's included
| Service Tiers |
Starter
$79
|
Standard
$149
|
Advanced
$249
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Number of Pages Mined/Scraped | 0 | 0 | 0 |
Number of Sources Mined/Scraped | 0 | 0 | 0 |
Install Script | - | ||
Test Script | |||
Task Automation |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50
Additional Revision
+$25
Extra App / Extra Step
(+ 1 Day)
+$59Frequently asked questions
About Tanseong
Automation (Zapier/Make) | CRM + Sheets + Webhooks
Tanah Rata, Malaysia - 9:37 pm local time
I turn spreadsheets into clean, automated systems using Zapier/Make, Webhooks/APIs, and Google Sheets/Apps Script:
- trigger → transform → dedupe/lookup → route → write-back
- with logs, retries, and clear status fields
You’ll get a working automation, clean mapping, and a short handover guide so it’s easy to run and maintain.
Steps for completing your project
After purchasing the project, send requirements so Tanseong can start the project.
Delivery time starts when Tanseong receives requirements from you.
Tanseong works on your project following the steps below.
Revisions may occur after the delivery date.
Requirements & access
Share workflow goal, apps to connect (Zapier/Make), sample data, and access/invites (Sheets/Airtable, ClickUp, Twilio/WhatsApp). Confirm dedupe key + message template.
Workflow design (Zapier/Make)
Confirm whether you prefer Zapier or Make.com (or I recommend one based on your apps + volume).
