
Sammy
CRM Automation Expert, Monday com, Zapier, and AI Workflow Specialist
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Monday.com CRM Lead Management Automation with Zapier and AI
Fiverr • Freelance
Jun 2026 - Present • 1 mo
I designed and automated a lead management workflow for my client (on Fiverr), that captures leads from Google Forms, qualifies them using AI, automatically creates records in Monday.com CRM, sends personalized follow-up emails, and notifies sales teams in Slack through Zapier integrations. Built a complete lead capture and CRM automation system using Monday.com, Zapier, OpenAI, Gmail, and Slack to eliminate manual lead management and improve response times. The Workflow Process: Google Form for "New lead submission Zapier Automation: Triggers workflow instantly OpenAI: Reviews and qualifies incoming leads Monday.com CRM: Automatically creates and updates lead records Gmail: Sends personalized follow-up emails Slack: Notifies sales team of new qualified leads Features Implemented 1. Lead Capture Automation 2. Monday.com CRM Setup 3. Zapier Workflow Automation 4. AI Lead Qualification 5. Automated Email Follow-Ups 6. Slack Notifications 7 Sales Pipeline Management 8. CRM Record Creation 9. Multi-Step Workflow Automation 10. Business Process Automation Results • Eliminated manual lead entry • Reduced lead response time • Improved lead organization • Automated sales notifications • Streamlined CRM management • Increased operational efficiency Tools Used Monday.com Zapier OpenAI Gmail Slack Google Forms
5 Reviews
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kristine_crumps
Terugkerende klant

Verenigde Staten
Samuel was excellent to work with from start to finish. I came in not knowing exactly what I needed; just that our lead process was too manual, and he asked the right questions upfront instead of jumping straight to a sales pitch. He explained clearly what Zapier's free plan couldn't do and didn't pressure...

Reactie van de freelancer
alint_bibi
Terugkerende klant

Verenigde Staten
He did a great job automating our hiring pipeline. The intake form to monday.com setup works flawlessly, and the Ai resume screening has already saved my recruiters ton of time. He asked the right questions upfront, explained everything clearly, and delivered exactly what we discussed. Would definitely hire again.

Reactie van de freelancer
cameliakins

Verenigd Koninkrijk
Great experience working with this seller! The automation was set up exactly as requested, communication was clear, and everything was tested before delivery. The workflow now saves us a lot of manual work. Highly recommended!
alint_bibi
Terugkerende klant

Verenigde Staten
Excellent work! The automation was delivered exactly as requested and works perfectly. Communication was fast and professional throughout the project. Everything was tested before delivery, and the setup was clean and easy to understand. I would definitely work with this seller again. Highly recommended!
Reactie van de freelancer
kristine_crumps
Terugkerende klant

Verenigde Staten
Excellent Monday.com crm automation! Samuel built Zapier workflows linking our form to Monday.com with AI lead scoring exactly what we needed. Fast communication, delivered on time, fully tested. If you're looking for a Skilled automation expert, who's great with CRM workflows, Samuel is your best option. Hiring again for more Zapier work!
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