CRM Automation.
Automating the manual data entry and follow-up work inside your CRM, so records update themselves and nothing falls through.
What this covers.
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Lead routing and assignment rules based on your actual sales process
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Automated data entry from forms, email and other tools into the CRM
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Follow-up sequences and reminders triggered by real customer behaviour
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Deduplication and data-hygiene automation
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Reporting automation so pipeline visibility does not depend on manual updates
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Integration with marketing, support and finance tools around the CRM
A clear process from CRM audit to team rollout.
Four stages, each ending in something you can see, click or sign off.
- 01/
Audit your CRM and sales process
We check your pipeline stages, fields and data quality, and note where your team updates records by hand.
DELIVERABLECRM audit and list of manual updates
- 02/
Design the rules
We plan lead routing, follow-up reminders, deal stage updates and alerts around how your team actually sells.
DELIVERABLEWritten rules for routing, reminders and alerts
- 03/
Build and test in a sandbox
We set up the automations in a test copy of your CRM so live records are never at risk.
DELIVERABLETested automations in a CRM copy
- 04/
Roll out and train your team
We switch on the rules, show your team what changed and adjust anything that slows them down.
DELIVERABLELive rules and a team walkthrough
The right stack for your automation.
We choose what your team can maintain. If a simpler tool does the job, we will say so.
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CRMS
- HubSpot
- Salesforce
- Zoho CRM
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AUTOMATION
- CRM workflows
- n8n
- Zapier
- Make
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CONNECTED APPS
- Slack
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REPORTING
- CRM dashboards
- Looker Studio
Questions about CRM Automation.
Answers to what clients ask us most before a project starts. Don't see yours here - just ask.
Contact Us01/ Which CRMs do you work with?
Most major CRMs with an API - HubSpot, Salesforce and similar platforms are all common starting points.
02/ Can this fix messy or duplicate data in our CRM?
Automation can prevent new duplicates and enforce data hygiene going forward; a one-off cleanup of existing data is usually scoped separately.
03/ Will our sales team need to change how they work?
The goal is the opposite - automation should reduce manual admin so the team spends more time selling, not less time in the CRM.