Sofiyat Adeitan | Freelancer Zapier Portfolio

Zapier Portfolio

Welcome, In this portfolio, you’ll see how I help clients streamline work with smart automations that deliver real results. Project 1 Automated Lead Management with Zapier Statement Problem A business owner was overwhelmed with the manual process of managing incoming leads. Leads were slipping through the cracks, follow-ups were inconsistent, and updating multiple tools (CRM, email, and project management) was time-consuming. This resulted in missed opportunities, low conversions, and wasted time. What My Client Needed The client wanted: ● A seamless lead routing system that automatically directs leads to the right team or sales pipeline. ● Personalized and timely follow-ups sent to every prospect without manual effort. ● Synchronized updates across CRM, email, and project management tools. ● An overall workflow that eliminates repetitive admin tasks and frees their team to focus on closing deals. How I Provided the Solution I implemented a customized automation using Zapier Paths + Sub-Zaps to create a smart and efficient workflow: a. Configured lead capture forms to automatically route new leads into the correct sales pipeline. b. Built personalized follow-up sequences triggered instantly after a lead submission. c. Synced lead data across the CRM, email, and project management tools to avoid duplicate manual entry. d. Applied advanced conditional logic (Zapier Paths) to handle leads differently based on priority, source, or deal size. Outcome Through effective automation and workflow structuring, the client now has: ✔ 100% of leads captured, tracked, and nurtured automatically. ✔ A faster response time to inquiries, resulting in higher trust and engagement. ✔ A fully synchronized system across multiple platforms, reducing errors and saving hours of manual work. ✔ An empowered sales team focused on conversions instead of admin tasks. Project NO 2 Automating Influencer Data Tracking with TikTok Scraper Statement Problem Collecting influencer metrics manually on TikTok was slow, repetitive, and incomplete. Scaling this process to other platforms like Facebook, Instagram, and Twitter would have been nearly impossible without automation. What My Client Needed A scalable system that automatically extracts and organizes influencer performance data, providing real-time insights and reducing manual effort. How I Provided the Solution ● Built a custom automation workflow for data scraping. ● Demo run on TikTok (tested using Marques Brownlee – MKBHD’s account). ● Configured the workflow to extract: ○ Follower count ○ Following ○ Likes ○ Bio ○ Total number of videos ● Designed the workflow to be scalable across multiple platforms (Facebook, Instagram, Twitter). Outcome ● Real-Time Access: Continuous tracking of follower growth, engagement, and content performance. ● Organized Data: Structured records for trend analysis and reporting. ● Time Savings: Eliminated hours of manual data collection. ● Smarter Strategies: Provided accurate insights for influencer marketing and collaborations. Words can only show so much. The real magic is watching it happen step by step. 🎥 Here’s a quick behind-the-scenes look at how I built and tested this workflow: Watch the Demo Project No 3 Client Onboarding Automation with Airtable + Google Drive Statement Problem A fast-moving startup founder was losing valuable time during client onboarding. The process required multiple manual steps — creating folders, sending emails, updating records, and notifying team members. This caused delays, errors, and an inconsistent onboarding experience for clients. What My Client Needed The founder needed a smarter system that would: ● Automatically create and organize client records. ● Deliver a personalized and professional onboarding experience. ● Keep the team aligned with real-time notifications. ● Reduce manual errors and save time by removing repetitive tasks. How I Provided the Solution I built a custom automation system that streamlined onboarding from the moment a client signed up: a. Configured a form integration to capture client details. b. Automated Google Drive folder creation for each client to store shared files. c. Synced client data with Airtable for organized tracking and reporting. d. Set up a personalized welcome email sent instantly upon signup. e. Enabled clients to upload and edit files directly, eliminating back-and-forth emails. f. Created automated team notifications so next steps were always queued and visible. Outcome By implementing this system, the founder now has: ✔ A seamless onboarding experience for new clients. ✔ Hours saved each week by eliminating manual admin tasks. ✔ A consistent process that reduces human error. ✔ Improved collaboration between clients and the internal team. ✔ More time to focus on growth instead of repetitive admin work. Project No 4 Boosting Efficiency with Zapier: QuickBooks + Monday.com Integration Statement Problem Managing financial data in QuickBooks and project workflows in Monday.com separately was inefficient. It caused delays, errors, and a lack of visibility, as the team constantly had to switch between platforms. What My Client Needed A unified workflow that automatically synchronized financial data with project management tasks, reducing manual work and improving decision-making. How I Provided the Solution ● Integrated QuickBooks and Monday.com using Zapier ● Configured Zaps to: ○ Update Monday.com boards when invoices were created or paid in QuickBooks ○ Notify team members in Monday.com when key financial milestones were reached ○ Log time tracked in Monday.com as billable hours in QuickBooks ● Suggested related integrations to expand efficiency (e.g., Stripe, PayPal, Xero, Pandadoc, Slack). Outcome ● Real-Time Updates: Invoices, payments, and expenses instantly synced between QuickBooks and Monday.com ● Improved Visibility: Financial data and project progress viewed in one place ● Streamlined Workflows: Automated recurring tasks, saving hours of manual entry ● Better Collaboration: Teams accessed financial insights without leaving Monday.com Project No 5 Lead Management Using Zapier for Automation Statement Problem A small business owner was tracking sales leads in Google Sheets but had no instant notification system. This led to delayed follow-ups and missed opportunities to engage with potential customers. What My Client Needed A simple, automated solution to notify the team immediately whenever a new lead was added, ensuring timely follow-up and improved conversion rates. How I Provided the Solution ● Trigger Setup: Configured Zapier to detect when a new row (lead) was added in Google Sheets. ● Action Setup: Automated Slack notifications containing the lead details for instant visibility. Outcome ● Seamless Lead Management: No manual monitoring of spreadsheets required. ● Faster Response Times: Immediate Slack notifications enabled quicker follow-ups. ● Improved Efficiency: The client could focus more on converting leads instead of tracking them. Project No 6 Automating Content Curation with Zapier Statement Problem A client was struggling to keep track of valuable articles and insights she discovered while browsing. Her manual process for saving and organizing content was: ● Clunky and time-consuming ● Prone to losing articles entirely ● Distracting her from her actual reading and research What My Client Needed She wanted a fast and reliable system that would: ● Automatically capture and organize articles in real-time ● Categorize content without manual effort ● Allow her to focus on research without worrying about losing information How I Provided the Solution Within 5 hours, I built a tailored automation workflow using Zapier: a. Configured triggers to capture articles during browsing sessions. b. Automated tagging and categorization so every article was organized instantly. c. Set up seamless storage into her chosen knowledge base for easy retrieval. d. Designed the workflow to be lightweight and distraction-free, so it wouldn’t disrupt her reading flow. Outcome The client now enjoys: ✔ 100% of her articles saved automatically ✔ Real-time categorization and tagging ✔ Zero manual bookmarking — saving hours every week ✔ A smoother, more enjoyable research process Her feedback: “This just made my work and research 10x easier.”