Automation project · 2026

CRM & Sales
Pipeline

A 44-step CRM & Sales Pipeline across 3 Zaps in Zapier + AI. When a lead submits an inquiry, AI scores them Hot / Warm / Cold, logs them to a CRM tracker, creates a Trello deal card, fires a personalized email sequence, and notifies the sales team on Slack — with automatic follow-ups based on lead score. 3 Zaps. 44 steps. Zero manual work.

⚡ Built in Zapier + AI 3 Zaps 44 steps AI lead scoring Hot / Warm / Cold

Connected Zaps

Total steps

Manual handoffs

Automation flow

📝

Typeform intake

⚡

Filter

🤖

AI score

📊

Sheets CRM

🃏

Trello deal

✉️

Outreach sequence (Gmail)

💬

Slack sales alert

⏰

Delay by score

🔁

Nurture follow-up

The 3 Zaps

Zap 1 · 8 steps

Lead Intake

Typeform → Filter → Formatter (Date) → Formatter (Text) → AI by Zapier (Hot / Warm / Cold) → Formatter (Utilities) → Google Sheets row → Trello card.

Zap 2 · 21 steps

Outreach Sequence

Sheets trigger → Filter → 3-way Paths split by lead score → each path: Gmail → Slack → Delay → Gmail → Slack. Personalized cadence per tier.

Zap 3 · 15 steps

Final Sequence — Nurture Email

Sheets trigger → Filter → 3-way Paths → each path: nested Paths → Delay → Gmail → Slack. Re-engages leads that didn't convert in the outreach pass.

Proof of build

📝

Zap 1 — Lead Intake (8 steps)

Typeform entry is filtered, formatted, scored by AI, then written to the Google Sheets CRM and pushed to Trello as a deal card.

✉️

Zap 2 — Outreach Sequence (21 steps)

New CRM row triggers a 3-path outreach split (Hot / Warm / Cold). Each path runs Gmail → Slack → Delay → Gmail → Slack so reps and prospects stay in lockstep.

🔁

Zap 3 — Final Sequence · Nurture Email (15 steps)

Catches anyone who didn't convert. Three nurture paths with nested conditions, delays, Gmail follow-ups, and Slack channel pings keep the pipeline alive.

Final Sequence Nurture Email Zap screenshot

CRM & SalesPipeline

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CRM & Sales
Pipeline