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Case Study

Make & Zapier Business Automation Systems

Cross-platform business automations for CRM routing, email operations, customer enquiries, project handoffs, and accounting workflows.

Tools used

MakeZapierGmailSlackGoogle SheetsAsanaXero

Problem

Business data and customer requests can stall when email, CRM, project management, and accounting tools require separate manual updates.

Solution

Built Make and Zapier workflows that classify incoming requests, branch by business rules, synchronize records, notify teams, and connect downstream applications.

Result

Created repeatable integrations that reduce copy-and-paste work and keep operational handoffs moving between business systems.

Workflow breakdown

How the system works

The workflow is organized around clean inputs, clear decisions, and predictable handoffs so the result is useful for the team.

1

Capture the incoming email, webhook, or application event.

2

Parse and classify the data before applying routing rules.

3

Create or update records in the required business tools.

4

Notify the team and store the final status for follow-up.

Screenshots

Project screenshots

Real workflow maps, app screens, and dashboard views from the system build.

Make CRM automation with multi-branch lead routing screenshot
Make CRM automation with multi-branch lead routing
Make email enquiry classification and routing workflow screenshot
Make email enquiry classification and routing workflow
Make Gmail and Google Drive email integration screenshot
Make Gmail and Google Drive email integration
Make integration between Asana, Xero, and Google Sheets screenshot
Make integration between Asana, Xero, and Google Sheets
Zapier CRM automation with lead routing and follow-up branches screenshot
Zapier CRM automation with lead routing and follow-up branches

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