Case Study
Creator Automation Suite — Newsletter + CRM + Lead Flow
Client: Creator with 2.7K+ Beehive subscribers
Challenge
Manual workflows across Beehive, Typeform, Calendly, and GHL with poor segmentation.
Solution
- Typeform → Zapier → GHL pipeline to sync new leads
- Automated Beehive segmentation: Whop purchases → tag 'Customer'; else 7‑day nurture
- Calendly integration to check purchase status before booking
- GHL workflows to assign tags, update stages, and trigger follow-ups
Result
- Unified CRM and email ecosystem
- 100% accurate lead tracking from Typeform to GHL
- Fully automated Beehive segmentation → fewer manual steps, higher conversions
Stack
GHL, Zapier, Beehive API, Typeform, Calendly, Redis
⚙️ Case Study: End-to-End Automation Suite for a 2.7K-Subscriber Creator
Built a smart automation stack across Beehive, GHL, Typeform, Calendly, and Whop to create a single source of truth for segmentation and email automation.
📍 Client Overview
Client: AJ Trading (through Volodymyr Maruysch, Info Scaler & Funnel Consultant)
Industry: Digital Education / Trading Content Creator Automation
Services Provided: Beehive Segmentation, GHL Workflows, Typeform + Zapier + Calendly Integration, Subscription Tagging
🚀 The Challenge
Fast-growing audience (2.7K+ on Beehive) with manual tracking, scattered workflows, and no shared context between tools. Wrong emails sent to customers and missed leads.
💡 The Objective
Connect Beehive, GHL, Typeform, Calendly, and payment data into a unified, automated funnel with precise tagging and journeys.
🧠 Our Approach
- End-to-end tagging and conditional routing
- Prevent double-sends and ensure context-aware comms
- Keep tools in sync automatically, no manual updates
⚙️ The Technical Build
1) Typeform → Zapier → GHL
Create/update contacts in GHL with tags: new_lead, purchased, first_user; trigger workflows immediately.
2) Beehive: Smart Segmentation
Check Whop for purchase; Not Purchased → 7‑day nurture then newsletter; Purchased → customer-only content. Synced via Beehive API + Zapier + Redis.
3) Calendly & Whop
Calendly webhooks verify bookings against Whop; update GHL/Beehive to avoid duplicate follow-ups.
4) Backend Logic Layer
Redis stores transient state for fast, reliable cross-tool syncing beyond Zapier’s rate limits.
📊 The Results
| Metric | Before | After |
|---|---|---|
| Manual Data Updates | ~3–5 hrs/week | 0 hrs (fully automated) |
| Wrong Emails Sent | Frequent | Eliminated |
| Lead Response Time | 2–3 hrs | Instant (seconds) |
| Email CTR (first 7 days) | 7% | 15%+ |
| Nurture-to-Purchase Conversion | Untracked | 15% increase |
🏗️ Tech Stack Summary
Automation: GHL, Zapier, Typeform, Calendly · Email: Beehive · DB: Redis · Payment: Whop API · Logic: Node.js microservice
⚡ Key Outcomes
- 100% automated sync across tools
- Instant tagging and segmentation by purchase behavior
- 15%+ higher nurture conversions
- Zero human data handling
🧭 Conclusion
Even solo creators can run enterprise-grade systems when their tools are connected by a context-aware automation layer.
Contact: hi@aidaptics.com
Objectives
- Define clear KPIs and success metrics
- Automate the highest‑leverage workflows first
- Ensure data integrity across integrated systems
Outcomes
- Operational time savings and higher conversion
- Real‑time visibility for teams and stakeholders
- Scalable architecture for future growth