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
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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