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Automation, Analytics & Care

CRM Integration & Workflow Automation

Connect your website, ads, WhatsApp and CRM so every lead is captured, assigned and followed up automatically.

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What's included

  • CRM selection and set-up
  • Website, ads and WhatsApp lead capture
  • Automatic assignment and reminders
  • Follow-up sequences
  • Pipeline and sales dashboards

How our crm integration & workflow automation service helps

Leads slip through the cracks when they live in inboxes, spreadsheets and phones. We connect your lead sources to a CRM, automate assignment and follow-up, and build simple pipelines so your team always knows who to call next.

What you can expect

  • No lead left without follow-up
  • Faster response times
  • Clear visibility of your sales pipeline

Our process

How we deliver crm integration & workflow automation

  1. 01

    Map

    We map your current tools, workflows and where time or leads are being lost.

  2. 02

    Design

    A clear plan for the automations, dashboards or support you need.

  3. 03

    Implement

    Set-up, integration and testing with your real data and tools.

  4. 04

    Support

    Training, documentation and ongoing monitoring so it keeps working.

FAQs

CRM Integration & Workflow Automation questions

Which CRM should we use?

We work with tools such as Zoho CRM, HubSpot and others, and recommend one based on your team size, budget and workflow.

Can you connect our existing tools?

Usually yes, through native integrations or automation platforms.

Related services

Works well with

AI Automation & Chatbots

AI chatbots for websites and WhatsApp, plus automations that answer questions and qualify leads around the clock.

Learn more

Email Marketing

Newsletters and automated email sequences that nurture leads, bring customers back and drive repeat sales.

Learn more

Lead Generation

End-to-end lead generation systems combining ads, landing pages, follow-up and tracking to fill your pipeline.

Learn more

Talk to us about crm integration & workflow automation

Tell us about your business and goals. We will suggest the right approach and share a clear quote.

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