Amy Moore

HubSpot & Zapier Workflow Automation, Lead Management & CRM Optimization

ShopDusa • Freelance

Apr 2026 - May 2026 • 1 mo

I worked with a growing service-based business to streamline their lead management and CRM operations using HubSpot and Zapier. The client was relying on manual follow-ups and scattered notifications, which caused delays and missed leads. I started by auditing their existing process mapping how leads entered the system, where they got stuck, and which tasks were being done manually that could be automated. From there, I rebuilt their lead routing using HubSpot workflows, automatically assigning new leads based on source, value, and rep availability, and triggering follow-up sequences with built-in delay logic so no lead went cold. For tasks outside HubSpot's native automation, I used Zapier to connect the CRM with their other business tools syncing form submissions, triggering Slack notifications for high-priority leads, and pushing updates to their internal tracking sheet in real time. I also set up error-handling steps within the Zaps so failed runs would alert the team instead of silently dropping data. Every workflow was tested end-to-end with sample data before going live, and I documented each automation with simple handoff notes what it does, what triggers it, and how to troubleshoot common issues so the client's team could manage things independently going forward. The result was a CRM that worked proactively instead of reactively: leads were followed up within minutes instead of hours, internal teams had visibility without manual check-ins, and the client reported a noticeable drop in leads slipping through the cracks. Client feedback highlighted the clarity of communication throughout the project and the reliability of the workflows post-handoff nothing broke quietly, and when small adjustments were needed, the documentation made it easy to make them.