Automate our lead-to-CRM flow with n8n or Make
Beacon Hill Advisory · Posted Jun 7, 2026
Budget
$1,000 – $3,000
Timeline
Within 2 weeks
Location
Boston · Remote
Languages
English
Service Type Needed
Apply / Contact
Project Description
We are a small consulting firm in the Financial District drowning in manual data entry. Leads come in from a web form, LinkedIn, and referral emails, and someone copies them into HubSpot by hand every day. We want an n8n or Make workflow that captures every lead, dedupes it, enriches the basics, and notifies the right partner in Slack. Bonus if you can auto-draft a first reply for us to approve. Show us something similar you have already built for a services firm.
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