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n8n
CRM & Sales
Simple
Service only
AI Lead Qualification & Follow-Up Automation
Custom AI workflow for lead capture, qualification, CRM updates, follow-up and appointment booking.
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What this CRM & Sales automation does
Starting at €390 for one clearly scoped custom workflow.
I will map and build an AI-assisted lead-management workflow around your existing process. A typical workflow captures enquiries from a form, email or webhook; validates and extracts the data; uses OpenAI for structured qualification or summarization; creates or updates the CRM record; assigns status and priority; triggers a personalized follow-up; and hands qualified leads to a calendar or booking step.
The starting package includes scope confirmation, one custom workflow in n8n (or Make by agreement), testing with sample data, duplicate prevention, basic error logging, a human-review step for uncertain cases, and handoff documentation. Exact integrations and limits are agreed before work begins.
Optional maintenance is available for €199/month after delivery. It covers workflow monitoring, fixes, support for relevant platform or API changes, and small agreed improvements.
The client provides scoped, revocable access to the required automation platform, CRM, email/calendar and API accounts. Third-party subscriptions, hosting and API usage are not included. Primary passwords are never requested.
The workflow starts in test mode. Live messages or irreversible actions are enabled only after client approval.
The portfolio visual shows a self-created demonstration workflow, not a client case study.
Connected tools and integrations
n8n
Make
OpenAI
CRM
lead-management
follow-up
booking
automation
Use cases for this CRM & Sales workflow
- Capture and qualify leads
- Update CRM records
- Automate follow-up
- Route high-priority leads
- Book appointments
Information requested by the seller
The seller will ask for the following information to scope this engagement.
- Current lead source(s), sample input and approximate monthly lead volume
- CRM, pipeline stages and required fields or routing rules
- Follow-up sequence, appointment-booking rules and approval requirements
- Existing n8n/Make, CRM, email, calendar and API account constraints
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Indicative price: this listing starts with a quote request.
The seller confirms scope, price and timeline before any payment.
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Automation typeCRM & Sales
LevelSimple
Downloads0
What you can get
The seller confirms scope, price and timeline before any payment.
This base is delivered alone. Contact the creator if you want adaptation or a dedicated service.
If the need goes beyond a ready-to-import base, request a custom service or maintenance.
Sold by
Sabrina G.
AI Workflow Automation | Lead Management, CRM & Follow-Up
I design practical AI-assisted workflows that help businesses capture, organize and qualify leads, update CRM records and trigger timely follow-up. My focus is on clearly scoped systems that are easy to understand, test and maintain. Typical workflows connect web forms or email with n8n or Make, OpenAI APIs, CRMs, spreadsheets and calendars. I also build in duplicate prevention, logging, retries and human review for uncertain or sensitive cases. New projects can begin with a test workflow before live actions are enabled. My portfolio includes a self-created interactive lead qualification and follow-up demo; it is a demonstration project, not a client case study.