Build a duplicate-safe CRM intake workflow

In this 3-hour live workshop, you will build a duplicate-safe crm intake workflow with Khushbu. Leave with the lookup-before-create CRM flow, tested on sample data and accompanied by a handover checklist. We use sample data, test an exception and prepare an owner handover. ₹399 covers this English session. Production credentials are never required.

₹3993 hours · EnglishSunday, 21 February 2027 · 9 AM–12 PM ISTReview registration

What will you leave with?

Leave with the lookup-before-create CRM flow, tested on sample data and accompanied by a handover checklist.

Host: Khushbu · Operations & Workflow Automation
Who it is for: Sales operations teams, CRM administrators and business owners
Level: Beginner
Where: Online · Asia/Kolkata (IST)
Price: ₹399 for one language session

What will we work through live?

Inspect sample CRM lead records and define the completion criteria for lookup-before-create CRM flow.
Create the fields and owner checkpoints needed to match existing records before creating a lead.
Work live to match existing records before creating a lead; save the resulting lookup-before-create CRM flow.
Test a normal case and the specific exception: same lead with alternate spelling. Record the result and route unresolved decisions to a person.
Export the lookup-before-create CRM flow, document its limitations and assign a review owner.

What should you prepare?

Basic spreadsheet skills and a laptop. We use fictional data; tool accounts and any required paid features are disclosed before the session.

Who is this session not for?

This guided learning session does not deliver a production integration, personalised business consulting or guaranteed income. Discuss a separate scope if you need implementation.

Who will guide the session?

Khushbu

Operations clarity, SOPs and thoughtful workflow automation. Work with clear owners, selective automation and human review.

Meet Khushbu →

Which session suits your Sunday?

English · 9 AM–12 PM IST Hinglish · 6 PM–9 PM IST Free Q&A: Ask me anything: CRM and lead operations

English and Hinglish workshops share one paid topic. The free session has its own Q&A topic and takeaway.

Frequently asked questions

Will we use live business data to create the lookup-before-create CRM flow?

No. We work with fictional or sanitised examples while building the lookup-before-create CRM flow. You review permissions, tool costs and tests before applying it to your own business.

When is the English session?

Sunday, 21 February 2027, 9 AM–12 PM IST. Online, 180 minutes. ₹399 covers this language session only.

Who is this session for?

Sales operations teams, CRM administrators and business owners

Are recordings, certificates or joining links guaranteed?

Joining details are not published yet. A recording or certificate is available only if separately confirmed; registration does not guarantee either.

What if I cannot attend this time?

Choose a later Sunday, try the free session, or save your email for availability updates. Each paid language version is a separate registration.

Continue practising

Repeat the lookup-before-create CRM flow exercise on a new fictional example. Include the same lead with alternate spelling case, save the observed result and ask a colleague to review the handover note.

Free workflow templates · Operations articles · Discuss your own process

Cannot make this time?

Choose another Sunday or the free session. Availability updates can be requested in the registration panel.