Zapier Automation Engineer for Typeform to Phorest CRM Workflow

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TYPE OF WORK

Gig

SALARY

$10/hour

HOURS PER WEEK

TBD

DATE UPDATED

Feb 26, 2026

JOB OVERVIEW

I run a UK based hair salon. We have built an online Typeform quiz that gives clients a personalised hair quote. The backend is currently messy and unreliable.

I need an experienced automation developer to rebuild and clean up the workflow properly.

The system must:
1. Trigger from Typeform submission
2. Calculate a correct from price based on fixed pricing rules
3. Generate a short summary of the client responses under 250 characters
4. Send the lead into Phorest CRM via API or Lead Magnet correctly
5. Send a personalised quote email containing the calculated from price
6. Ensure no duplicate leads are created
7. Log errors and notify me if something fails

This needs to be structured cleanly and documented so it is reliable and scalable.

You must:
• Be experienced with Zapier
• Understand webhooks and REST APIs
• Have worked with CRM integrations
• Provide clear logic documentation
• Build this in a clean and maintainable way

This is not a beginner task. Please explain how you would structure this before I hire you.

Please give me an idea of timeframe for completing this work.

SKILL REQUIREMENT
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