Activity
Mon
Wed
Fri
Sun
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
What is this?
Less
More

Memberships

AI Essentials

10k members โ€ข Free

AI Automation Agency Hub

328.4k members โ€ข Free

2 contributions to AI Automation Agency Hub
I'm all in
I've been working in consulting space for a while and want to move to AI consulting and integrations leading with ethical practices. I've always joked that if I had 100k I'd be a millionare - but I have never had the capital to invest with. I have too many creative skills and ideas to let this wave pass me by.
2 likes โ€ข 4d
@Ruis Morgan I'm currently the ED of a nonprofit but also have my own llc that I run and pick up consulting here and there.
0 likes โ€ข 4d
@Dhrumil Patel Sure, would love to hear what projects are you working on. While I don't see myself being a builder for long term thats where I'm really looking to build my skills so I can be better at making a strategy and roadmap for integrations for clients in the futures. I'm a firm believer in that you need to at least have basic ability in any project you are overseeing or selling.
Just shipped my first production automation โ€” CRM Sync with deduplication & error handling. Feedback welcome.
Hey everyone ๐Ÿ‘‹ First real post here. I've been learning from a lot of you silently, and I just finished my first production-grade automation. Wanted to share the build and get your feedback. The Problem Small businesses capture leads via forms, then **manually copy the data into their CRM**. This means wasted hours, duplicate contacts, and a CRM nobody trusts. What I Built An n8n workflow that: 1. Receives form submissions via webhook 2. Normalizes the data 3. Searches CRM for existing contact by email 4. Updates if exists / Creates if not (deduplication) 5. Creates a deal associated with the contact 6. Sends a Slack notification to the sales team 7. Logs everything in a Google Sheet (audit trail) 8. Error Trigger โ†’ Slack alert + fallback sheet if anything fails The Workflow [Webhook: POST /crm-sync] โ†“ [Set: Normalize fields] โ†“ [HTTP Request: GET /contacts/search by email] โ†“ [IF: contact exists?] โ”œโ”€โ”€ YES โ†’ [HTTP Request: PATCH /contacts/{id}] โ””โ”€โ”€ NO โ†’ [HTTP Request: POST /contacts] โ†“ [HTTP Request: POST /deals] โ†“ [Slack: Notify sales team] โ†“ [Google Sheets: Append audit log] [Error Trigger] โ†’ [Slack: Alert] โ†’ [Google Sheets: Fallback save] Tech Stack - n8n (self-hosted on Railway) - Tally.so (form) - HubSpot CRM (REST API v3) - Slack (incoming webhook) - Google Sheets (audit log + fallback) What I Learned 1. API docs are everything โ€” reading HubSpot's docs took longer than building the workflow. 2. Error handling is not optional โ€” broke the API key on purpose to test. Silent failures are unacceptable for a paying client. 3. Test with bad data โ€” missing fields, duplicates, special characters. Each edge case found a bug. 4. Audit logs build trust โ€” the Google Sheet isn't just for debugging. It's what makes the client feel in control. What's Next - Two-way sync (CRM โ†’ Google Sheets back) - AI lead scoring (form data โ†’ OpenAI โ†’ route by score) - WhatsApp Business API notifications If you made it this far, thanks for reading. Any feedback, criticism, or "you should've done X instead" is welcome โ€” that's how I'll get better. ๐Ÿ™
Just shipped my first production automation โ€” CRM Sync with deduplication & error handling. Feedback welcome.
3 likes โ€ข 5d
I'm interested in building a model similar to this so thanks for sharing! I'm tired of having to operate in multiple systems so I'd rather just make my own at this point
1-2 of 2
@stacie-marlowe-2628
Nonprofit leader and Project Manager Specializing in Communications, Event Management, and Systems Integrations.

Active 2d ago
Joined Jul 4, 2026
Powered by