n8n End-to-End Workflow Automation

I need my sales, support and reporting workflows to run themselves from the moment a lead appears in our CRM right through to the weekly summary that lands in management’s inbox. n8n is already running on our server; what’s missing is a series of rock-solid workflows that tie everything together and eliminate the manual clicks still happening between the CRM, our project-management board and WhatsApp conversations with clients.

Here’s what I’m aiming for: a new lead enters the CRM, the right salesperson is assigned automatically, an introductory WhatsApp message is sent, a follow-up task is opened in the project tool, and any future status changes cascade through the same chain without fail. The same level of automation should apply to customer-support tickets as well as the data-entry tasks that feed our reports.

Deliverables
• n8n workflows that cover sales & lead management, customer support, and data-entry/reporting, all triggered and routed automatically
• Seamless integrations with our current CRM, project-management tool and WhatsApp (official or community nodes—whichever is most stable)
• Built-in error handling, retries, logging and alerting so failures are caught before users notice
• A brief hand-over session plus concise documentation that lets my team adjust variables or add steps later

Acceptance criteria
• Every use-case above can be demonstrated live in n8n, running without manual intervention
• All data stays in sync across the three platforms with no duplicates or missing records for one full week of testing
• Documentation is clear enough for a non-developer to change recipients, timings and message templates

If you’ve wired up complex n8n automations before—especially those involving CRMs, task boards and messaging—let’s talk.