Automations & Workflows
Lead to Approval Automation System
Built a full-stack automation that syncs apps, cleans messy data, and alerts humans only when their judgment matters — seamless, smart, and efficient
Year :
2025
Project Duration :
2 weeks
Problem :
Sales teams waste time manually updating CRM records and chasing approvals. Leads often get lost between spreadsheets, Slack messages, and CRM systems—causing delays, missed follow-ups, and inconsistent data.
Solution :
I built a Lead-to-Approval Automation System that connects Airtable, Slack, and HighLevel (GHL). New leads added in Airtable are automatically synced to GHL and posted to Slack for review. With a simple 👍 or 👎 emoji, the team can instantly approve or reject leads, while updates flow back to Airtable and GHL in real-time. This creates one seamless workflow with clear audit trails, faster approvals, and zero manual data entry.
Challenge :
API Access Limits – GHL API was restricted on trial accounts, so I had to mock requests using Airtable and Webhook.site to simulate real API calls.
Data Normalization – Leads came in with inconsistent formatting (e.g., emails with spaces, missing sources), requiring normalization steps in n8n before syncing.
Slack Events Setup – Configuring Slack’s Events API and handling reaction triggers correctly was tricky, especially linking messages back to the right Airtable record.
Error Handling & Duplicates – Preventing duplicate Slack posts and catching failed API calls needed extra error workflows and conditional checks.
Summary :
Built a multi-platform workflow (Airtable → Slack → HighLevel) using n8n. New leads auto-sync to Slack for one-click emoji approvals, then update Airtable + GHL in real time. Faced and solved challenges with API authentication, Slack event handling, and data normalization across platforms. The system eliminates repetitive manual updates, ensures accurate CRM data, and gives teams a clear audit trail for every decision. Designed with scalability in mind, it can be easily adapted to other CRMs or messaging platforms.
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Automations & Workflows
Lead to Approval Automation System
Built a full-stack automation that syncs apps, cleans messy data, and alerts humans only when their judgment matters — seamless, smart, and efficient
Year :
2025
Project Duration :
2 weeks
Problem :
Sales teams waste time manually updating CRM records and chasing approvals. Leads often get lost between spreadsheets, Slack messages, and CRM systems—causing delays, missed follow-ups, and inconsistent data.
Solution :
I built a Lead-to-Approval Automation System that connects Airtable, Slack, and HighLevel (GHL). New leads added in Airtable are automatically synced to GHL and posted to Slack for review. With a simple 👍 or 👎 emoji, the team can instantly approve or reject leads, while updates flow back to Airtable and GHL in real-time. This creates one seamless workflow with clear audit trails, faster approvals, and zero manual data entry.
Challenge :
API Access Limits – GHL API was restricted on trial accounts, so I had to mock requests using Airtable and Webhook.site to simulate real API calls.
Data Normalization – Leads came in with inconsistent formatting (e.g., emails with spaces, missing sources), requiring normalization steps in n8n before syncing.
Slack Events Setup – Configuring Slack’s Events API and handling reaction triggers correctly was tricky, especially linking messages back to the right Airtable record.
Error Handling & Duplicates – Preventing duplicate Slack posts and catching failed API calls needed extra error workflows and conditional checks.
Summary :
Built a multi-platform workflow (Airtable → Slack → HighLevel) using n8n. New leads auto-sync to Slack for one-click emoji approvals, then update Airtable + GHL in real time. Faced and solved challenges with API authentication, Slack event handling, and data normalization across platforms. The system eliminates repetitive manual updates, ensures accurate CRM data, and gives teams a clear audit trail for every decision. Designed with scalability in mind, it can be easily adapted to other CRMs or messaging platforms.
More Projects
New release
Preview
Automations & Workflows
Lead to Approval Automation System
Built a full-stack automation that syncs apps, cleans messy data, and alerts humans only when their judgment matters — seamless, smart, and efficient
Year :
2025
Project Duration :
2 weeks
Problem :
Sales teams waste time manually updating CRM records and chasing approvals. Leads often get lost between spreadsheets, Slack messages, and CRM systems—causing delays, missed follow-ups, and inconsistent data.
Solution :
I built a Lead-to-Approval Automation System that connects Airtable, Slack, and HighLevel (GHL). New leads added in Airtable are automatically synced to GHL and posted to Slack for review. With a simple 👍 or 👎 emoji, the team can instantly approve or reject leads, while updates flow back to Airtable and GHL in real-time. This creates one seamless workflow with clear audit trails, faster approvals, and zero manual data entry.
Challenge :
API Access Limits – GHL API was restricted on trial accounts, so I had to mock requests using Airtable and Webhook.site to simulate real API calls.
Data Normalization – Leads came in with inconsistent formatting (e.g., emails with spaces, missing sources), requiring normalization steps in n8n before syncing.
Slack Events Setup – Configuring Slack’s Events API and handling reaction triggers correctly was tricky, especially linking messages back to the right Airtable record.
Error Handling & Duplicates – Preventing duplicate Slack posts and catching failed API calls needed extra error workflows and conditional checks.
Summary :
Built a multi-platform workflow (Airtable → Slack → HighLevel) using n8n. New leads auto-sync to Slack for one-click emoji approvals, then update Airtable + GHL in real time. Faced and solved challenges with API authentication, Slack event handling, and data normalization across platforms. The system eliminates repetitive manual updates, ensures accurate CRM data, and gives teams a clear audit trail for every decision. Designed with scalability in mind, it can be easily adapted to other CRMs or messaging platforms.
More Projects
New release
Preview