Overview
I helped businesses automate repetitive tasks, connect tools, and streamline workflows using Zapier.
Here are some real case studies from my portfolio:
Calendly → Close CRM
- Challenge: Sales teams were manually entering meeting details from Calendly into CRM.
- Solution: Built a Zap that sends every new Calendly booking directly into Close CRM.
- Result: No manual entry, no missed leads, and a smoother sales pipeline.
Meta Lead Forms → Google Sheets
- Challenge: Exporting Meta leads manually delayed follow-ups.
- Solution: Integrated Meta Lead Forms with Google Sheets for real-time lead capture.
- Result: Faster response times and a live lead database.
Facebook Lead Ads → Bigin CRM
- Challenge: Manual lead transfer caused delays and missed opportunities.
- Solution: Automated syncing of Facebook leads directly into Bigin CRM contacts.
- Result: Instant lead availability and increased efficiency.
Bigin CRM → WhatsApp Alerts
- Challenge: Customer service wasn’t alerted quickly about new leads.
- Solution: Created a Zap that sends WhatsApp notifications whenever a new contact is added.
- Result: Real-time lead alerts and faster response rates.
TikTok Lead Ads → Bigin CRM
- Challenge: TikTok leads were not connected to CRM.
- Solution: Automated lead capture from TikTok into Bigin CRM.
- Result: Consistent TikTok lead flow and immediate sales follow-up.
Lead Status Automation in Close CRM
- Challenge: Sales reps often forgot to update lead statuses.
- Solution: Set up a Zap to automatically update lead status based on appointment title.
- Result: Clean CRM data and better sales reporting.
Conditional Calendly Events → Close CRM
- Challenge: Non-relevant events cluttered CRM records.
- Solution: Only specific event types are pushed into Close CRM using filters.
- Result: Accurate CRM data and improved sales team focus.
Potential Contact Capture in Close CRM
- Challenge: Users who entered details but didn’t book appointments were being lost.
- Solution: Captured these users as Potential Contacts with filter-based automation.
- Result: Increased lead pool and more nurturing opportunities.
Qualified Contact Capture in Close CRM
- Challenge: Non-relevant events cluttered CRM records.
- Solution: Only specific event types are pushed into Close CRM using filters.
- Result: Accurate CRM data and improved sales team focus.
Close CRM → Invoice Ninja (Client & Invoice Automation)
Challenge: Finance team was manually creating clients and invoices.
Solution: Automated workflow:
- Trigger from Close CRM activity
- Filter by product type
- Auto-create client in Invoice Ninja
- Auto-generate invoice
Result: Instant invoicing, fewer errors, and a faster billing cycle.