I will build client onboarding automation in make or zapier to automate workflow

E
emmy__jay
E
emmy__jay
Emmy Jay
build client onboarding automation in make or zapier to automate workflow
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build client onboarding automation in make or zapier to automate workflow
Full Screen
Full Screen
build client onboarding automation in make or zapier to automate workflowbuild client onboarding automation in make or zapier to automate workflowbuild client onboarding automation in make or zapier to automate workflow

About this gig

I build client onboarding automations in Make.com and Zapier that handle your entire intake process form to CRM to welcome email to Slack notification automatically. No more manual data entry, no more leads falling through cracks.


What I build:

  • Step 1: Client fills a form (Typeform, Google Forms, JotForm, Calendly)
  • Step 2: Contact auto-created in your CRM (Monday.com, HubSpot, Pipedrive, Notion)
  • Step 3: Personalized welcome email sent from your account
  • Step 4: Your team notified in Slack or Microsoft Teams
  • Step 5: Tasks auto-created and assigned in your project tool


Add-ons available:

  • Conditional routing (different onboarding for different client types)
  • Google Sheets CRM sync for bulk imports
  • Follow-up email sequences (3, 7, 14 days)
  • Error monitoring and alerts


Deliverable: Working automation + Loom video walkthrough + documentation

Tools: Make.com, Zapier, Monday.com, HubSpot, Pipedrive, Notion, Airtable, Gmail, Outlook, Slack, Microsoft Teams, Typeform, JotForm, Google Forms


Message me first every onboarding flow is different, and I want to confirm I can deliver exactly what you need before you order.

  • AI Model Frameworks & Tools

    • LangChain
    • AutoGPT / Agent GPT
    • Baby AGI
    • CrewAI
    • Retell AI
    • Vapi AI
    • n8n
    • OpenAI ChatGPT
    • Anthropic Claude
    • Google Gemini
    • Mistral
    • Meta Llama
    • Cohere
    • OpenRouter
    • xAI Grok
    • Perplexity

  • Platform

    • Google Assistant
    • Google Chromecast
    • Mobile Apps
    • monday.com CRM
    • n8n
    • Oracle NetSuite CRM
    • Salesforce
    • SAP Sales Cloud (SAP CRM)
    • Zapier
    • Zoho CRM

  • Type

    • Data syncing
    • Email automation
    • Social media posting
    • CRM workflows
    • CRM & Internal Workflows

  • Automation Integration Points

    • Website
    • Mobile app
    • Google Sheets
    • Trello
    • Slack
    • Email
    • Airtable
    • Asana
    • Monday.com
    • Shopify
    • Salesforce
    • Mailchimp
    • Social Media
    • Hubspot
    • TypeForm
    • JotForm

  • Programming Language

    • Bash
    • C#
    • Dart
    • Java
    • Kotlin
    • Python
    • Swift
    • TypeScript
    • HTML & CSS
    • C&C++

Get to know Emmy Jay

Emmy Jay

I build sales automations that stop leads from going cold

  • FromUnited Kingdom
  • Member sinceMay 2026
  • Avg. response time1 hour

  • Languages

    English, Spanish, German, French
Tired of losing deals because you forgot to follow up? I build sales automations that track every email you send and automatically update your CRM so you always know when you last contacted each lead. No more cold leads slipping through cracks. Recent result: Built a Gmail → Monday.com automation for a UK coffee roasting company. Their "Date Last Emails" column now updates automatically, and no wholesale distributor goes un-followed. What I use: Make.com, Zapier, Monday.com, HubSpot, Pipedrive, Gmail, Outlook, Google Sheets. Ready to stop losing leads? Message me with your CRM and email setup.

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