Lead gen automation

CRM Automation & Marketing Workflows with Zapier and Make

I set up your CRM, build automated workflows with Zapier and Make, and connect it to all your ad platforms. Every lead is captured, tracked, qualified and nurtured automatically, so your team spends its time on sales instead of data entry.

  • Leads sync automatically from forms, landing pages and ad platforms
  • Instant lead assignment, follow-ups and task creation
  • CRM data sent back to Google Ads and Meta as offline conversions
  • Real-time dashboards showing revenue by campaign
Chamok Mahonto, Google Ads and conversion tracking specialist from Bangladesh
80+Clients served
CRM & Marketing Automation
How it works

Closing the loop from ad click to closed deal

Your CRM knows which leads became customers. Offline conversions send that back to your ad platforms.

Ad platforms then optimise for leads that become customers, not just form fills.

What's included

What I offer: CRM & Marketing Automation

CRM Platform Setup

  • HubSpot CRM configuration and customization
  • GoHighLevel full platform implementation
  • Pipedrive setup and pipeline configuration
  • Zoho CRM setup and customization
  • Salesforce configuration and administration
  • Monday CRM workspace setup
  • Systeme.io CRM and funnel setup
  • Custom fields, properties and database structure
  • User roles and permissions management

Lead Management Automation

  • Lead scoring and qualification setup
  • Automated lead assignment rules
  • Lead routing based on criteria
  • Lead status and stage automation
  • Duplicate lead detection and merging
  • Lead enrichment integration
  • Automated follow-up sequences
  • Lead lifecycle management
  • Pipeline automation and deal tracking

Workflow Automation (Zapier & Make)

  • Zapier multi-step workflow automation
  • Make (Integromat) scenario building
  • Cross-platform data sync automation
  • Form submission to CRM automation
  • Lead notification and alert workflows
  • Spreadsheet and database sync automation
  • Custom webhook and API integrations
  • Conditional logic and branching workflows
  • Error handling and retry automation

Ad Platform Integration & Sync

  • Google Ads integration and offline conversion sync
  • Meta Ads integration and lead sync
  • TikTok Ads integration and event sync
  • LinkedIn Ads integration
  • Microsoft (Bing) Ads integration
  • Snapchat and Reddit Ads integration
  • Form submission automation across platforms
  • Third-party app integrations via API

Email & Communication Automation

  • Email workflow automation
  • Drip campaign setup and optimization
  • Lead nurture sequences
  • Automated follow-up emails and reminders
  • Email template creation
  • SMS automation setup
  • WhatsApp Business integration
  • Communication tracking and logging
  • Multi-channel outreach automation

CRM Reporting & Analytics

  • Custom CRM dashboards and reports
  • Lead source attribution tracking
  • Pipeline performance analytics
  • Sales team performance metrics
  • Revenue attribution by channel
  • Automated report scheduling
  • Looker Studio CRM integration
  • ROI tracking per campaign
  • Conversion funnel analysis

CRM Platforms I Work With

I work with all major CRM platforms and build the system around how your business actually sells.

01

HubSpot

Complete setup including custom properties, workflows, sequences and ad integrations.

02

GoHighLevel

Full platform setup with funnels, automation, booking and multi-channel communication.

03

Pipedrive

Pipeline configuration, deal automation and lead management setup.

04

Zoho CRM

Complete Zoho ecosystem setup, automation and third-party integrations.

05

Salesforce

Enterprise CRM configuration, custom objects, flows and reporting.

06

Monday CRM

Workspace setup, automation recipes and team collaboration workflows.

07

Systeme.io

CRM, funnel builder, email marketing and course platform setup.

08

Other CRMs

Custom setup for any CRM platform your business uses.

Automation Platforms

I use the right automation layer for each job, from simple zaps to complex multi-branch scenarios.

01

Zapier

Multi-step zaps, conditional logic, paths, filters and 6,000+ app integrations for seamless automation.

02

Make (Integromat)

Complex scenario building with advanced data transformation, routing and visual workflow design.

03

Native CRM workflows

Built-in automation inside HubSpot, GoHighLevel, Salesforce and other CRM platforms.

Implementation Process

A clear four-step process from discovery to a team that is confident using the system.

01

Assessment

I learn your business, lead flow, CRM requirements and automation needs.

02

Setup & Build

I configure the CRM, build the workflows and integrate your forms, ad platforms and tools.

03

Testing

I test all workflows, integrations and data sync to ensure end-to-end accuracy.

04

Training & Support

I train your team on the CRM and automation system and provide ongoing support.

Who This Service Is For: Lead Gen Businesses

Teams that handle a steady flow of leads and need fast, consistent follow-up.

01

Agencies running lead gen campaigns

02

Service-based businesses (coaching, consulting and similar)

03

Real estate and property businesses

04

B2B SaaS companies

05

Insurance and financial services

06

Education and training providers

Who This Service Is For: Ecommerce Businesses

Stores that want customer data, email flows and ad platforms working from the same source of truth.

01

Multi-channel sellers

02

High-ticket product sellers

03

Subscription-based businesses

04

Digital product sellers

05

Marketplace sellers

Comparison

Manual vs. Automated CRM Systems

Manual CRMAutomated CRM
Lead entryForm data is entered into the CRM by hand (slow and error-prone)Leads auto-sync from forms, landing pages and ad platforms for instant, accurate capture
Lead scoringLead quality is judged manually (subjective and inconsistent)Automatic scoring based on behavior and firmographics, so sales focuses on hot leads
Lead assignmentA manager assigns leads to sales reps by handInstant assignment by territory, capacity or round-robin for faster response times
Follow-up sequencesThe sales team sends follow-up emails manuallyEmail and SMS sequences trigger automatically based on lead actions, saving time and keeping nurturing consistent
Data syncData is re-entered across multiple platformsReal-time sync between CRM, email and ad platforms: one source of truth, no duplicate data
ReportingReports are compiled by hand, taking hoursReal-time dashboards and scheduled reports for instant insights
Task managementSales reps create their own tasks (inconsistent)Tasks are created automatically from lead status, so nothing falls through the cracks
Revenue trackingDeal values and close dates are tracked manuallyRevenue is attributed to campaigns automatically for clear ROI visibility
Case studies

Related projects

Histro Clothing: Meta Pixel & CAPI project by Chamok Mahonto
Meta Pixel & CAPI

Histro Clothing

A hybrid browser + server-side tracking build for a Bangladeshi fashion brand, recovering lost purchase events and lifting Meta event match quality from 3/10 to 9/10.

  • Meta Pixel
  • Conversion API
  • GA4 Enhanced eCommerce
Read case study
Shukhi Life: Meta Pixel & CAPI project by Chamok Mahonto
Meta Pixel & CAPI

Shukhi Life

Server-side Meta tracking for a natural food and herbal supplement store, so every add-to-cart, checkout and purchase from Facebook Ads is captured and attributed.

  • Meta Pixel
  • Conversion API
  • GA4 Enhanced eCommerce
Read case study
Lesson Computer: Meta Pixel & CAPI project by Chamok Mahonto
Meta Pixel & CAPI

Lesson Computer

Full lead and course-purchase tracking for a Mauritius-based online tuition provider, replacing Pixel-only tracking that lost 40–60% of events on iOS and blocked browsers.

  • Meta Pixel
  • Conversion API
  • GA4 Enhanced eCommerce
Read case study
FAQ

CRM & Marketing Automation: FAQ

Which CRM platforms do you work with?

I work with HubSpot, GoHighLevel, Pipedrive, Zoho CRM, Salesforce, Monday CRM and Systeme.io, and I can set up other CRMs your business already uses.

Should I use Zapier, Make or my CRM's built-in automation?

It depends on the workflow. Native CRM workflows are best for actions inside the CRM, Zapier is quick for multi-step connections between apps, and Make handles complex scenarios with data transformation and routing. I recommend the simplest option that is reliable for your case.

Can my CRM send conversions back to Google Ads and Meta?

Yes. I connect your CRM to Google Ads and Meta so qualified leads and closed deals are sent back as offline conversions. This lets the ad algorithms optimize for real customers, not just form fills.

Can you automate lead follow-up by email, SMS and WhatsApp?

Yes. I build triggered email and SMS sequences, drip campaigns, reminders and WhatsApp Business integrations so every lead gets a fast, consistent response.

Will my team be trained to use the new system?

Yes. Training is part of the final step of every project, and I provide ongoing support after launch.

Ready to fix your tracking and scale your ads?

Get a free audit of your tracking and ad account. Usually replies within 1–2 hours.