Lead Routing
Send each enquiry to the correct person, pipeline, sheet or department based on selected answers and rules.
Connected Business Automation
Marketing Automation and CRM Integration
Connect your chatbots, website forms, spreadsheets, CRM, email and team notifications so leads move through a clear process instead of being copied manually between disconnected tools.
Connect the Entire Lead Journey
Move Information Automatically from Enquiry to Follow-Up
This service is designed for businesses that collect leads from chatbots, social media, forms or ecommerce systems but still depend on manual copying, delayed notifications and scattered customer records.
The workflow is planned around your existing tools, team responsibilities and the action that should happen after each customer enquiry.
- Lead routing to the correct salesperson or department
- Google Sheets and CRM record creation
- Email and internal team notifications
- Form, chatbot and website connections
- Make.com, Zapier and webhook workflows
- Appointment, order and status updates
- Follow-up tasks and reminder automation
- Duplicate-control and basic error handling
Automation Capabilities
What Can Be Connected
Each workflow is scoped according to the permissions and integration options available in your chosen platforms.
CRM Integration
Create or update contact records, opportunities, notes, stages and follow-up tasks in supported CRM systems.
Google Sheets Automation
Organise lead information, bookings, order details and status updates in structured spreadsheets.
Team Notifications
Alert the appropriate team member by supported email, messaging or internal notification channels.
Follow-Up Workflows
Trigger reminders, customer updates and sales tasks after specific actions or status changes.
Custom Webhooks
Exchange approved data between supported systems when a direct native connection is unavailable.
Project Process
From Workflow Review to Reliable Automation
1
Audit
Review your current lead sources, tools, manual steps and team responsibilities.
2
Map
Define triggers, required data, routing conditions, actions and exception paths.
3
Build
Configure the integrations, fields, filters, notifications and agreed workflow logic.
4
Test and Launch
Test normal and error scenarios, document the workflow and complete the handover.
Service Options
Marketing Automation Packages
Single Workflow Setup
Custom Quote
- One primary trigger and workflow
- Two connected systems
- Basic field mapping and notification
- Testing and handover guidance
Lead Management System
Custom Quote
- Multiple lead sources or actions
- CRM or Google Sheets integration
- Conditional routing and team alerts
- Follow-up and status automation
Custom Automation Ecosystem
Custom Quote
- Multiple connected platforms
- Advanced filters and routing
- Custom webhooks and data logic
- Monitoring and support options
Third-party subscriptions, usage charges and premium connector fees are separate unless specifically included in the proposal.
Frequently Asked Questions
Marketing Automation and CRM FAQs
Which CRM and automation tools can be connected?
The exact options depend on the systems you use and the access they provide. Workflows may use native integrations, Make.com, Zapier, APIs or webhooks where supported.
Can existing leads be transferred into a CRM?
Data migration can be quoted separately after reviewing the source files, record quality, required fields, duplicates and destination-system limits.
What happens if an automation fails?
Important workflows can include basic validation, error paths and notifications. Ongoing monitoring and maintenance can be arranged separately.
Are software and usage fees included?
No. CRM subscriptions, Make.com, Zapier, messaging, email and other third-party charges are normally paid directly by the client.
Will you need access to my accounts?
Yes, appropriate authorised access or secure collaboration will be required for the systems included in the project. Access should be limited to what is needed for delivery.
Request a Custom Quote
Describe Your Current Workflow and the Result You Need
Share where leads arrive, which tools your team uses, what information must be saved and what should happen automatically after each enquiry.
- Current lead sources and forms
- CRM, spreadsheet and communication tools
- Required fields and routing conditions
- Team roles and notification preferences
- Estimated monthly workflow volume
Automation and CRM Quote
Write “Marketing Automation and CRM Integration” in the subject field.
Connect the Customer Journey
Replace Repetitive Manual Tasks with a Clear Automated Workflow
Start with a practical map of your tools, team and follow-up process.
Request Your Quote