Moving leads manually
A form submission reaches the right destination with its source attached.
All servicesAutomations
Less repetitive work
for your team
We connect forms, CRMs and calendars. Lead routing, team notifications and reminders reduce the time your team spends moving data manually.
A separate project built around your workflow
Work your team can hand over
Repeated messages
Your team gets notifications and clients receive reminders through an agreed workflow.
No clear next step
An enquiry or status change creates a task for the responsible manager.
Interactive demo
A lead becomes a task
Run the example to see how one event triggers three actions.
This is a browser demo. Data is not saved or sent to a CRM or messaging service.
Ready to run
CRM record
Run the demo to see the result
Team notification
Run the demo to see the result
Manager task
Run the demo to see the result
Scope of work
What the project includes
We begin with one specific process and agree the scope before development.
Process review
We define the trigger, required data, tools and people responsible.
Tool integrations
We connect agreed forms, CRMs, calendars and messaging channels within their available API capabilities.
Scenario testing
We check data transfer, duplicates, errors and retry behaviour.
Handover
We explain how the workflow runs and where to check results. Ongoing support is scoped separately.
Pricing
A quote for your workflow
On the call, we’ll define which tools need connecting, what triggers the workflow and what your team should receive. We then agree the scope, timing and price.
Discuss an automationThird-party subscriptions and ongoing support are agreed separately. Automations are not automatically included in advertising plans.
FAQ
Before we start
Which tools can you connect?
We review your forms, CRM, calendar and messaging tools. Feasibility and scope depend on their APIs and subscription plans.
Is this included in ad management?
No. Automation is a separate project. We agree the work, price and support before starting.
Do you need access to our data?
We agree which fields and events the workflow needs, limit access to that scope and keep service keys on the server.
Is the CRM on this page real?
No. This is an interactive browser demonstration. It shows the workflow without creating real CRM records or sending messages.