Automation Specialist (Make/n8n/Zapier) – Lead → CRM → Calendly + Follow-ups

Hi! I’m looking for an automation specialist to build a reliable lead-to-booking system.

Goal

Automatically capture leads, follow up, and convert them into booked calls.

Current stack

• Website: Wix

• Forms: Tally (and/or Wix form)

• Scheduling: Calendly

• Lead database: Google Sheets or Airtable (you can recommend)

What you will build (deliverables)

1. When someone submits a form → create/update a lead in Sheets/Airtable with status (New / Contacted / Booked)

2. Send an automatic confirmation message (French)

3. Send follow-up messages if no booking (J+1 / J+3 / J+7)

4. If a Calendly meeting is booked → stop follow-ups + update lead status to “Booked”

5. Basic error handling + simple documentation (short Loom video + checklist)

Requirements

• Strong experience with Make, n8n or Zapier

• Webhooks / API basics

• Clean and documented workflows

• Ability to propose the best structure

Screening questions (please answer)

1. Which tool do you recommend for this (Make / n8n / Zapier) and why?

2. Share 1–2 similar automations you built (short description or screenshot).

3. What information/access do you need from me to start?

4. Estimated time to deliver the first working version?

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