Automation Specialist (Make/n8n/Zapier) – Lead → CRM → Calendly + Follow-ups
Hi! I’m looking for an automation specialist to build a reliable lead-to-booking system.
Goal
Automatically capture leads, follow up, and convert them into booked calls.
Current stack
• Website: Wix
• Forms: Tally (and/or Wix form)
• Scheduling: Calendly
• Lead database: Google Sheets or Airtable (you can recommend)
What you will build (deliverables)
1. When someone submits a form → create/update a lead in Sheets/Airtable with status (New / Contacted / Booked)
2. Send an automatic confirmation message (French)
3. Send follow-up messages if no booking (J+1 / J+3 / J+7)
4. If a Calendly meeting is booked → stop follow-ups + update lead status to “Booked”
5. Basic error handling + simple documentation (short Loom video + checklist)
Requirements
• Strong experience with Make, n8n or Zapier
• Webhooks / API basics
• Clean and documented workflows
• Ability to propose the best structure
Screening questions (please answer)
1. Which tool do you recommend for this (Make / n8n / Zapier) and why?
2. Share 1–2 similar automations you built (short description or screenshot).
3. What information/access do you need from me to start?
4. Estimated time to deliver the first working version?
Apply Now
Apply Now
Goal
Automatically capture leads, follow up, and convert them into booked calls.
Current stack
• Website: Wix
• Forms: Tally (and/or Wix form)
• Scheduling: Calendly
• Lead database: Google Sheets or Airtable (you can recommend)
What you will build (deliverables)
1. When someone submits a form → create/update a lead in Sheets/Airtable with status (New / Contacted / Booked)
2. Send an automatic confirmation message (French)
3. Send follow-up messages if no booking (J+1 / J+3 / J+7)
4. If a Calendly meeting is booked → stop follow-ups + update lead status to “Booked”
5. Basic error handling + simple documentation (short Loom video + checklist)
Requirements
• Strong experience with Make, n8n or Zapier
• Webhooks / API basics
• Clean and documented workflows
• Ability to propose the best structure
Screening questions (please answer)
1. Which tool do you recommend for this (Make / n8n / Zapier) and why?
2. Share 1–2 similar automations you built (short description or screenshot).
3. What information/access do you need from me to start?
4. Estimated time to deliver the first working version?
Apply Now
Apply Now