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Discuss automation
All servicesAutomations

Connect your tools
Free up your team

We connect forms, CRMs, calendars and reports so your team spends less time on manual work.

Discuss automationExplore workflows

Integrations built around your tools, rules and workload.

WORKFLOW EXAMPLES

From trigger to outcome

See what starts each workflow, what happens automatically and where the team steps in.

An ad lead reaches the right salespersonThe owner can see the enquiry, its source and the next action in the CRM.
  1. The form captures the contact and where the enquiry came from.
  2. The CRM updates an existing record or creates a new one and assigns an owner.
  3. If nobody responds by the agreed deadline, the owner receives a reminder.
A booked call updates the CRMThe client picks an available time and the team gets the booking with context.
  1. The client fills in a brief and sees available times in their own time zone.
  2. Once the call is confirmed, it appears in the calendar and the form answers go to the CRM.
  3. The client receives a confirmation and reminders on the agreed schedule.
A confirmed payment updates the reportThe team can see which campaigns brought in buyers.
  1. The store confirms the payment and sends the order number and amount.
  2. The order is matched to a source when the data is available. The conversion is sent according to the agreed rules.
  3. The report updates. Orders with no matching source are flagged for review.
A won deal starts onboardingA stage change gives the team a workspace, tasks and owners.
  1. The salesperson moves the deal to the active client stage.
  2. A workspace and tasks are created from templates. The workspace link goes back to the CRM.
  3. The owners are notified. Deals with missing information are flagged for review.
YOUR WORKFLOW

Which process takes up your time?

On the call, we’ll review your workflow and discuss the scope, timeline and cost.

What we’ll cover on the call

  1. Where data goes missing or gets entered twice
  2. Which tools need to work together
  3. What to automate first and how to verify the result

Bring the names of your tools and one example of a manual task.

Let’s discuss your workflow

Tell us a little about the process, then choose a time for a call.

One convenient way to contact you.

Next, choose a time and confirm your booking in Calendly.