I implemented a seamless integration between GoHighLevel (GHL) and Meta Ads (Facebook & Instagram) to capture and automate high-quality leads directly into the CRM system. This setup included lead capture forms, custom audiences, automated follow-ups, and CRM workflow automation to optimize ad performance and marketing ROI. By connecting Meta Ads with GoHighLevel, I improved lead segmentation, reduced manual data entry, and enhanced multi-channel marketing automation workflows. Skills applied include GoHighLevel CRM, Meta Ads integration, lead automation, marketing automation workflows, CRM optimization, Facebook & Instagram lead generation, and sales funnel automation.

It’s not about fancy portals or colorful dashboards. It’s about removing friction from every client touchpoint. If clients ever say, I didn’t get that email or I can’t log in, you have a system problem — not a communication problem. How do you currently make your clients feel seen and supported?

Most CRMs collect data. Few turn it into insights. The goal isn’t to track — it’s to understand. What’s the one metric that truly defines success in your business?

Objective The client wanted to eliminate repetitive tasks around onboarding, communication, and CRM updates. Manual logging, emails, and scheduling slowed their workflow and increased the risk of missed follow-ups. Solution I developed a modular automation in Make that combines intake, authentication, and multi-platform engagement: 1- Intake & Logging: - Captured client inputs via Tally Form webhooks. - Data stored automatically in Google Sheets for tracking. 2- Secure Data Flow: - Signed a JWT token for secure authentication. - Sent structured data to an external API (api.vapi.ai/v1) via HTTP request. 3- Follow-up Automation (via MCP Server): - Gmail: Sent onboarding and follow-up emails automatically. - Google Calendar: Created client calls and event reminders. - Zoho CRM & HubSpot: Generated client records and support tickets for smooth handovers. 4- Modular Design: Each action can be toggled on/off, allowing flexibility for testing and scaling. Impact 1- Faster onboarding: Reduced setup and communication delays. 2- Error-free records: Automated syncing across CRM, email, and calendar. 3- Stronger engagement: Ensured no client interaction slipped through the cracks. 4- Scalable system: Modular build makes it easy to adapt for future CRM or communication tools. Tools Used 1- n8n 2- Tally Forms 3- Google Sheets 4- JWT Authentication 5- HTTP Request (Vapi API) 6- Gmail + Google Calendar 7- Zoho CRM / HubSpot CRM 8- MCP Server

Most CRMs collect data. Few turn it into insights. The goal isn’t to track it’s to understand. What’s the one metric that truly defines success in your business?