CRM and booking · B2B sales team
AI CRM Automation for Sales Teams
CRM automation that keeps HubSpot clean without reps doing data entry: enriched contacts, logged activity and next steps written for them.
Stack
- HubSpot
- Make.com
- OpenAI
- 01 · TriggerEmail, meeting or form
- 02 · HubSpotMatch contact and deal
- 03 · OpenAISummarise and suggest next step
- 04 · Make.comUpdate stage and tasks
The problem
Reps spent the end of every day updating HubSpot. Notes were thin, stages were out of date, and the manager’s forecast depended on whoever had remembered to log their calls.
Discovery
Before building, I mapped:
- Q1Which fields the manager actually uses to forecast, and which nobody reads
- Q2Where activity happens outside the CRM: email, calendar, call tools
- Q3The handoff points between SDRs, AEs and onboarding
The idea
Capture activity where it happens and let the CRM update itself. AI writes the summary and suggested next step; the rep only confirms.
How it runs
- Step 1
New emails, meetings and form fills are matched to the right HubSpot contact and deal.
- Step 2
OpenAI summarises what happened and proposes the next step in one line.
- Step 3
Make.com updates the deal stage, creates the follow-up task and assigns it.
- Step 4
A weekly digest shows the manager what moved and what stalled.
What the client got
- Make.com scenarios
- HubSpot property and stage cleanup
- Summary prompts
- Team guide
Next build
Next build · CRM and bookingAI CRM Pipeline Automation for RealtorsHand me the busywork.
An automation, a GoHighLevel setup, an AI agent, a connected system or a batch of AI ads. Tell me what slows you down and I will tell you how I would fix it.