CRM & Lifecycle Marketing System

CRM & Email Automation

Built a lead capture and lifecycle email automation system for FlowSync, a SaaS productivity platform. The project focused on CRM setup, automated onboarding communication, and lifecycle marketing workflows designed to simulate how modern SaaS companies manage lead nurturing and user onboarding.

Project Type

SaaS Growth Infrastructure

Year

2026

Role

  • CRM Integration
  • Lifecycle Email Automation
  • Growth Marketing Infrastructure
  • Frontend Development

Tech Stack

  • Next.js
  • Tailwind CSS
  • shadcn/ui
  • HubSpot CRM
  • HubSpot Workflows
CRM & Email Automation

The Challenge

Many SaaS businesses struggle with manually managing leads, inconsistent onboarding communication, and low engagement after signup. The goal was to create a streamlined onboarding workflow capable of automatically saving contacts and triggering onboarding email sequences.

The Approach

Implemented a SaaS signup workflow connected to HubSpot CRM that automatically stores contacts and triggers onboarding email workflows. Created automated welcome and nurture email sequences designed to improve user engagement and onboarding activation.

Key Focus Areas

  • Lead capture systems
  • CRM contact management
  • Automated onboarding workflows
  • Lifecycle email marketing
  • SaaS onboarding experience

Project Walkthrough

CRM & Email Automation main screen
CRM & Email Automation detail screen
CRM & Email Automation screen
CRM & Email Automation screen
CRM & Email Automation screen