Business process automation on Zapier and Make

I set up business process automation on Zapier and Make — without a single line of code, but with full logic, conditions and error handling. Over the years I've built dozens of such scenarios for online stores, small agencies and independent professionals, and the picture is almost always the same: a lead comes into one system, but needs to be processed in three others, and someone on the team manually transfers data between CRM, email, spreadsheet and messenger every day.

I start not by opening the scenario builder, but by analyzing how information actually moves through your business: where the lead comes from, through whose hands it passes, where time gets lost. Only then I design the scenario — with the right triggers, filters and branches — test it on real data and always build in error handling: if a step fails, you get notified, not silence and a lost lead.

I hand over the project not as a black box: I describe the logic of each scenario in plain language, show how to independently adjust a trigger or filter, and stay in touch for a while after launch until the automation becomes part of the team's daily workflow.

What's included:
— audit of current manual processes and trigger selection;
— setup of scenarios in Zapier or Make for your service stack;
— connection of CRM, email, spreadsheets, messengers and web forms;
— testing on real data and error handling;
— instructions and project handover with the ability to make changes.