What’s Included:
1 Single-Step Workflow: A direct connection between two of your existing tools (e.g., Google Workspace to Slack, or Form to CRM).
Standardized Stack Integration: Implementation using your preferred platform (Zapier or Make) to ensure the system is reliable and professional.
Quality Assurance: Full testing to ensure the "trigger and action" logic works perfectly every time.
Documentation: A simple SOP (Standard Operating Procedure) so you know exactly how the automation functions.
Ideal For
Lead Notifications: Instantly get a Slack or Email alert the second a new lead fills out your form.
Data Entry Removal: Automatically add new form submissions into a Google Sheet or CRM like HubSpot or Zoho.
Meeting Preparation: Automatically create a folder in Google Drive every time a new appointment is booked on your calendar.