I set up automation using Zapier and integrated Monday.com and Typeform to streamline workflow and reduce manual tasks.
What I Created:
- Smart Lead Capture: Typeform with conditional logic that shows different fields based on budget tier ($50K+ gets priority client questions)
- Intelligent Routing: Zapier automatically creates Monday.com items, assigns priority status, and sends industry-specific emails
- Multi-Platform Integration: Seamlessly connected Zapier → Typeform → Monday.com → Google Calendar → Gmail
- Business Logic: System makes smart decisions - marketing prospects get different email messaging than tech prospects
Business Results:
- 95% reduction in manual data entry
- Instant lead qualification and routing
- Real-time data synchronization
- 100% lead tracking accuracy
- Zero manual errors