Sales Workflow Automation: Make.com, Zoho, LINE & Gmail
Budget: $8 – $15 USD
Automate Sales Inquiry Workflow Using Make.com + Gmail + Zoho CRM + LINE**
Project Description
We are a multinational engineering company specializing in pollution control equipment and industrial boiler solutions. Our sales team handles a high volume of daily emails and messages through Gmail and LINE app group chats. Currently, the workflow is unorganized—customer inquiries often get buried, follow-ups are missed, and quotation tracking is inconsistent.
We want to **fully automate and streamline our sales workflow** using **Make.com** (formerly Integromat), integrating the following tools:
* **Gmail** (for inbound sales communication)
* **Zoho CRM** (for inquiry tracking and sales management – we will subscribe)
* **LINE App** (primary sales team communication platform)
* **Google Sheets** or **Google Calendar** (for tracking and reminders)
**Scope of Work:**
1. **Email Classification System**
* Extract emails from a shared Gmail inbox
* Apply **keyword-based scoring logic** to auto-filter:
* Customer inquiries
* Vendor/marketing emails
* Internal communications
* Automatically push **genuine inquiries** into **Zoho CRM** as leads/opportunities
2. **LINE Group Integration**
* Set up and connect a **LINE Developer account** with Make.com
* Extract inquiries or documents shared in LINE sales groups (text + attachments)
* Log into CRM or trigger automated reminders
3. **Follow-Up Automation**
* Send **automatic reminders** (email or LINE) to sales reps for follow-ups
* Sync tasks or reminders to **Google Calendar** or **Zoho CRM**
4. **Quotation Tracking**
* Detect when quotations are shared via email or LINE
* Tag and link them to the relevant CRM record
5. **Activity Log/Dashboard**
* Maintain a **central dashboard or Google Sheet** to track inquiries, assigned team member, due dates, and status
---
### **Requirements:**
* Strong experience in **Make.com (Integromat)** scenarios
* Familiarity with **Zoho CRM API** and **LINE Messaging API**
* Ability to design **logical filtering/scoring systems** for email parsing
* Comfortable working with **Gmail, Google Apps, and CRM workflows**
---
Deliverables:
* All Make.com automation scenarios configured and tested
* LINE Developer account setup and integrated
* Clean documentation and handover instructions
* Basic onboarding session for our team
---
**Budget & Timeline:**
* **Budget:** Open to reasonable quotes
* **Timeline:** 2-3 days max
* Long-term support or tweaks after implementation is a bonus
Project Description
We are a multinational engineering company specializing in pollution control equipment and industrial boiler solutions. Our sales team handles a high volume of daily emails and messages through Gmail and LINE app group chats. Currently, the workflow is unorganized—customer inquiries often get buried, follow-ups are missed, and quotation tracking is inconsistent.
We want to **fully automate and streamline our sales workflow** using **Make.com** (formerly Integromat), integrating the following tools:
* **Gmail** (for inbound sales communication)
* **Zoho CRM** (for inquiry tracking and sales management – we will subscribe)
* **LINE App** (primary sales team communication platform)
* **Google Sheets** or **Google Calendar** (for tracking and reminders)
**Scope of Work:**
1. **Email Classification System**
* Extract emails from a shared Gmail inbox
* Apply **keyword-based scoring logic** to auto-filter:
* Customer inquiries
* Vendor/marketing emails
* Internal communications
* Automatically push **genuine inquiries** into **Zoho CRM** as leads/opportunities
2. **LINE Group Integration**
* Set up and connect a **LINE Developer account** with Make.com
* Extract inquiries or documents shared in LINE sales groups (text + attachments)
* Log into CRM or trigger automated reminders
3. **Follow-Up Automation**
* Send **automatic reminders** (email or LINE) to sales reps for follow-ups
* Sync tasks or reminders to **Google Calendar** or **Zoho CRM**
4. **Quotation Tracking**
* Detect when quotations are shared via email or LINE
* Tag and link them to the relevant CRM record
5. **Activity Log/Dashboard**
* Maintain a **central dashboard or Google Sheet** to track inquiries, assigned team member, due dates, and status
---
### **Requirements:**
* Strong experience in **Make.com (Integromat)** scenarios
* Familiarity with **Zoho CRM API** and **LINE Messaging API**
* Ability to design **logical filtering/scoring systems** for email parsing
* Comfortable working with **Gmail, Google Apps, and CRM workflows**
---
Deliverables:
* All Make.com automation scenarios configured and tested
* LINE Developer account setup and integrated
* Clean documentation and handover instructions
* Basic onboarding session for our team
---
**Budget & Timeline:**
* **Budget:** Open to reasonable quotes
* **Timeline:** 2-3 days max
* Long-term support or tweaks after implementation is a bonus