Zapier AI Sales Agent – Optimization Help

UpworkUSNot specifiedintermediateScore: 79
ZapierAutomationAPI IntegrationAutomated WorkflowGoogle SheetsMarketing AutomationBusiness Process AutomationKeap MarketingCustomer Relationship ManagementBuild AutomationAsanaGoogle FormsHubSpotAPICRM Automation
Hello, We’ve built a Zapier AI sales agent that responds to emails. We’re now looking to optimize and scale it. Key areas: 1. Scalable Zaps – Move from client-by-client setup to Sub-Zaps or modular workflows so updates apply universally. 2. Client Dashboard – Show all client responses in one place with search/filter functionality. 3. Better Data Enrichment – Improve context using Apollo or Clay. 4. Multi-Channel Follow-Up – Explore SMS or other channels for follow-ups. Reference: - Product Overview: https://www.loom.com/share/2258456780e84318ab7d6294b070a966 - Current Workflow: https://www.loom.com/share/9118ea1c45214e46aa37c44e42b03542 We want someone who can turn this into a scalable, maintainable system rather than just patch fixes. Is this something you can reasonable help with? What suggestions do you have that will help me understand the opportunity of working with you! Thanks!
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