Marketing Automation

Automated workflows that route leads, nurture prospects, and close the loop on repetitive marketing tasks

Marketing automation connects lead capture, CRM data, and follow-up actions so your team can focus on conversations instead of administration.

What this is

We build marketing automation systems with lead routing rules, CRM integrations, behaviour-triggered follow-up sequences, and repetitive task automation. We scope work against the platforms and APIs available for each engagement.

Available to clients everywhere

Delivered entirely remotely, so location is not a constraint. Scope and platform requirements still apply.

What the engagement covers

Lead capture, qualification, and routing rules
CRM integration and data sync (HubSpot, Salesforce, Pipedrive, custom APIs)
Behaviour-triggered follow-up sequences (email, SMS, in-app)
Marketing workflow automation for repetitive tasks
Segmentation and audience lifecycle management
Performance reporting on automation-driven revenue
Platform-agnostic architecture where possible

What changes for your business

Lead routing, CRM integrations, automated follow-ups, and workflow automation for marketing and sales teams.

No lead left unrouted

Routing rules send enquiries to the right person or queue by territory, product interest, deal size, or available CRM fields.

Follow-up that actually follows up

Automated sequences can follow behaviour as well as timing, helping messages stay relevant.

Your CRM stays clean and useful

Automation handles data entry, enrichment, and hygiene so your sales team works with accurate information.

Repetitive tasks disappear

List imports, tag updates, status changes, and notification chains run automatically: freeing your team for high-value work.

How it runs

The working sequence for this service.

01
Current state audit
We review your lead sources, CRM setup, existing automations, and where leads are being lost or delayed.
02
Architecture and integration design
We map the automation flows: triggers, conditions, actions, CRM field mappings, and escalation paths.
03
Build, test, and document
We implement workflows in your platform, test with live data, and document every rule for your team.
04
Launch, monitor, and refine
Automation goes live with monitoring; we review performance monthly and refine rules based on conversion data.

Questions about marketing automation

Which CRM platforms do you support?: We work with HubSpot, Salesforce, Pipedrive, and other platforms. We confirm custom API integration feasibility during scoping.
Do you write the email/SMS copy for automations?: Yes. Copy and sequence design are part of the engagement, built around your brand voice and the goal of each trigger.
Can you integrate with a custom CRM?: If your custom system exposes REST or GraphQL endpoints for the objects we need (leads, contacts, deals, activities), we can build the integration. Feasibility is confirmed during scoping.
Is this the same as email marketing?: Email marketing is one channel within marketing automation. This service covers the full automation layer: routing, CRM sync, multi-channel triggers, and workflow logic: not just email sends.
What does it cost?: Marketing automation is scoped based on the number of lead sources, CRM complexity, workflow count, and integration depth. We confirm scope and quote after a consultation.