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Administrative & Secretarial Customer Service & Account Management

Automated Sales CRM & Lead Notification

$15/hr Starting at $30

Project Goal:Eliminate manual data entry for sales leads by building a centralized CRM.

The Solution:I designed a Relational Database in Airtable and connected it to a 4-step Zapier automation.

Workflow:

  1. Trigger: New lead entered in Airtable.

  2. Action: Instant notification sent to the team via Slack.

  3. Action: Confirmation

  4. Action: Data backed up to Google Sheets.

Result: Reduced administrative time by 80% and eliminated data errors.


About

$15/hr Ongoing

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Project Goal:Eliminate manual data entry for sales leads by building a centralized CRM.

The Solution:I designed a Relational Database in Airtable and connected it to a 4-step Zapier automation.

Workflow:

  1. Trigger: New lead entered in Airtable.

  2. Action: Instant notification sent to the team via Slack.

  3. Action: Confirmation

  4. Action: Data backed up to Google Sheets.

Result: Reduced administrative time by 80% and eliminated data errors.

Skills & Expertise

Automation EngineeringClient AdministrationClient OrientationCRMCustomer Service

Related Work Collections

2 Reviews

  • AE1099

    AE1099 says,

    Sandra is a competent contributor. She has a professional attitude about her work. She is conscientious and is a consummate professional. Thank you, Sharon, for your quality work. All the best.

    for Send Emails -Tues, Weds, Thurs, ONLY on Jan 23, 2026

  • ANGELA 433

    ANGELA 433 says,

    THANK YOU FOR UNDERSTANDING AND CAPTURING MY VISION. I LOOK FORWARD TO WORKING WITH YOU. ANGELA

    for Magazine Cover on May 21, 2025