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One-time Project

Automate our lead-to-CRM flow with n8n or Make

Bay Street Advisory Group · Posted Jun 5, 2026

Budget

$1,000 – $3,000

Timeline

Within 2 weeks

Location

Toronto · Remote

Languages

English

Service Type Needed

Automation & AI Agents

Apply / Contact

Project Description

Small advisory firm in the Financial District, and someone still copies every new lead from our contact form and LinkedIn into HubSpot by hand. We want an n8n or Make workflow that captures each lead, dedupes it, adds basic enrichment, and pings the right team member in Slack. Bonus points if you can draft a first reply for us to approve before sending. Please share something similar you have already built for a services firm.

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