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CRM & Business Automation

Connected tools. Smoother operations.

Connecting business tools and automating repetitive processes through Make.com, Zapier, and CRM integrations.

Make.com & Zapier Portfolio Projects
Authentic Make.com Integration Gmail workflow: Watch emails, List attachments, Upload file to analyze, Generate file name, Upload to Drive, Add to Sheets, and Send email
Make.com Automation
Make.com Training Project

AI Email Attachment Organizer

Automated Gmail monitoring that extracts attachments, classifies files with AI, archives them to Google Drive, and logs records in Google Sheets.

Make.comGmailGoogle DriveGoogle SheetsAI File Analysis
Xero Reporting Automation System Make.com mockup showing Asana trigger, Xero API, Router, and Google Sheets aggregation
Make.com Accounting Integration
Make.com Training Project

Xero Reporting Automation System

Asana-triggered financial workflow pulling Xero transaction APIs through a Router, Iterator, and Google Sheets to aggregate and deliver reports to Asana.

Make.comAsanaXero APIGoogle SheetsRouter & Iterator
AI Lead Enrichment and Prioritization Zapier workflow showing Youform trigger, Apollo enrichment, and High vs Low priority branches
Zapier AI Workflow
Zapier Training Project

AI Lead Enrichment & Prioritization

Youform lead capture enriched via Apollo and Webhooks by Zapier, routing high-priority leads to Google Sheets, Slack, and AI drafts while notifying sales.

ZapierYouformApolloAI by ZapierSlackGmail
Asana CRM Lead Engagement Zapier workflow showing Asana task trigger and five conditional paths
Zapier CRM Automation
Zapier Training Project

Asana CRM Lead Engagement

Asana task-update trigger driving five conditional Zapier paths: Ready to start, Quoted, Approved, and Paid & Closed with Google Drive, Gmail, Delays, and AI.

ZapierAsana CRMGoogle DriveGmailAI by ZapierFilter & Delay