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End-to-End CRM
Service Business Full Automation
70% less manual work
Tech & Tools
n8nZapierGoHighLevelQuickBooksSlack API
Role
CRM & Automation Architect
⚙️
Project Overview
An operational revamp for a cleaning and maintenance service business, connecting front-end booking to back-end accounting and internal team channels.
The Challenge
The staff manually copied information from GHL booking forms to QuickBooks for invoicing, sent emails to cleaners, and manually checked booking updates.
The Solution
Built n8n workflows linking GoHighLevel, QuickBooks, and Slack. When a customer schedules a service, GHL pipelines update, QuickBooks dynamically drafts and sends the invoice, and a Slack alert goes to the assigned cleaner with service details.
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