CRM Automation

Q: Can you integrate with my CRM?

We integrate with popular CRMs like HubSpot, Pipedrive, Zoho, and others. We can also sync to Google Sheets if that's what you use.

Q: What if I don't have a CRM yet?

We can help you set up a CRM or use Google Sheets as a simple CRM. The automation works the same way.

Q: Will this create duplicate contacts?

No. We set up duplicate detection that checks for existing contacts by phone or email before creating new ones.

Q: Can I still manually edit contacts in my CRM?

Yes. The automation adds and updates data, but you can always edit contacts manually in your CRM as usual.

Q: How quickly does data sync?

Updates happen in real-time. When a booking or conversation happens, your CRM is updated within seconds.

Q: What data gets synced?

We sync contact details, booking information, conversation summaries, tags, and pipeline stages. You choose what gets synced.

Automatic contact creation, tagging, pipeline updates, and data sync across your tools. No manual data entry. Everything stays in sync.

✓ Contacts created automatically when leads come in from any channel
✓ Tags and categories applied based on behavior or responses
✓ Pipeline stages updated when bookings happen or deals progress

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What this automates

• Contact creation when someone books, enquires, or fills out a form
• Tagging contacts based on service interest, location, or source
• Pipeline stage updates when appointments are booked or deals close
• Data sync between WhatsApp, booking systems, CRM, and spreadsheets
• Note creation with conversation summaries or booking details
• Custom field updates based on customer responses or actions
• Duplicate detection and merging of existing contacts

Problems this solves

• Manual data entry between WhatsApp, forms, and CRM systems
• Missing or incomplete contact information in your CRM
• Forgetting to update pipeline stages when deals progress
• Inconsistent tagging that makes it hard to segment customers
• Data living in different places (WhatsApp, spreadsheets, CRM)
• Time spent copying information from one system to another
• Difficulty tracking which leads came from which channel
• Outdated information because updates aren't synced automatically

How it works

Map your process

We document where leads come from, what data you need to capture, and how your CRM is structured.

Build automation flows

We create workflows that create contacts, apply tags, update pipelines, and sync data based on triggers and rules.

Connect channels

We integrate WhatsApp, booking systems, forms, and your CRM so data flows automatically between them.

Track and improve

You see all data updates in real-time, and we refine the automation based on what works.

Who it's for

• Businesses using CRM systems (HubSpot, Pipedrive, Zoho, etc.)
• Companies managing leads in spreadsheets who want to upgrade
• Service businesses that need to track customer interactions
• Sales teams managing pipelines and deal stages
• Any business spending time on manual CRM data entry

Frequently Asked Questions

Can you integrate with my CRM?

What if I don't have a CRM yet?

Will this create duplicate contacts?

Can I still manually edit contacts in my CRM?

How quickly does data sync?

What data gets synced?

Ready to automate your CRM?

Book a call to discuss your specific needs and see how CRM automation can work for you.

Book a call