AI-Powered CRM Automation
Make.com pipelines, lead nurture engines, and CRM lifecycle automation
The problem
Inbound leads arrived from multiple channels — forms, ad engagement, messages — and sat in disconnected tools. Manual triage meant slow first responses, lost hot leads, and no consistent follow-up. The team couldn't tell which leads were ready to buy and which needed more nurturing.
Previous workflow
Leads landed in a spreadsheet and a CRM that didn't talk to each other. A person reviewed each one, decided what to do, and followed up manually. Hot leads cooled during business hours; after-hours leads waited until morning. Nurture was ad hoc and inconsistent.
Solution
A layered automation architecture: Make.com pipelines ingest and route every inbound event in real time, AI classifiers detect hot keywords and buying intent, conditional logic splits buyers from sellers, and multi-touch nurture sequences run automatically with appointment reminders counted down to the meeting.
Implementation
- 01
Built Make.com multi-branch data routers that ingest webhooks, transform payloads, and sync records across CRM, sheets, and databases without duplicates.
- 02
Implemented a hot-keyword reply detection flow that analyzes inbound messages, tags priority leads, notifies the team instantly, and advances the pipeline stage automatically.
- 03
Created conditional buyer vs. seller routing with DND validation, branch logic, and targeted first-touch SMS dispatch plus automated task creation.
- 04
Designed a multi-touch lead nurture sequence combining alternating SMS and email touchpoints across a multi-day cadence.
- 05
Built an appointment confirmation and countdown engine that removes leads from the nurture workflow, advances the stage, and triggers 24-hour and 1-hour reminders.
My role
Sole architect and implementer — process mapping, automation design, Make.com scenario build-out, CRM configuration, and the AI classification logic.
Outcomes
- Inbound leads routed and acknowledged in real time instead of waiting for manual triage.
- Hot leads surfaced automatically through keyword and intent detection, removing the need for a person to read every message first.
- Consistent, multi-touch follow-up that ran whether or not someone remembered to send it.
- Appointment reminders fired automatically, reducing no-shows without manual effort.
Demonstration
Make.com Data Pipelines
CRM Opportunity & Lifecycle Flows
Lead Nurture & Appointment Engines