CRM Automation
Your CRM should work for you — not the other way around.
We build and maintain custom N8N workflows that connect your CRM to the rest of your stack. Inquiries get routed, enriched, and followed up automatically. Your team only touches deals that are ready to close.
Monthly retainer
- Custom N8N workflow builds for HubSpot, GoHighLevel, or Pipedrive
- Inquiry enrichment workflows (email, phone, company data auto-filled)
- Pipeline stage triggers and automatic task creation
- Email and SMS sequence enrollment on deal stage change
- Calendar sync with booking links auto-sent at the right stage
What this capability brings into the business
Process
How the work moves
Process Mapping
We document your current inquiry flow, identify manual bottlenecks, and map the ideal automated state.
CRM Audit
We review your CRM pipeline, field structure, and existing integrations to design workflows that fit without breaking what already works.
Workflow Builds
Workflows are built in N8N, tested in a staging environment, and documented with plain-English explanations of what each one does.
UAT & Launch
You test the workflows with real or sample inquiries. We fix any issues, then switch to production.
Monthly Optimization
Each month we review workflow error logs, conversion rates, and your evolving process needs — and update workflows accordingly.
Where this capability creates the most leverage
What sits outside this scope
Clear boundaries keep the work focused. Adjacent needs can be sequenced after the assessment.
- CRM platform license fees
- Email marketing platform costs
- Custom software development beyond workflow logic
- Data migration from a legacy CRM
Optional layers
10 additional active workflows
$197/moScale your automation stack without a full plan upgrade.
FAQ
Questions, answered
Which CRMs do you support?
HubSpot, GoHighLevel, Pipedrive, Salesforce, Zoho, and Airtable. We can also integrate with any CRM that has an API or Zapier connector.
What is N8N and why do you use it?
N8N is an open-source workflow automation platform — like Zapier but with far more flexibility, no per-task pricing, and the ability to run complex logic. We self-host it so your data stays private.
Do I need a developer to manage these workflows after setup?
No. We maintain and update them as part of the monthly retainer. If you want to make simple changes yourself, N8N has a visual interface. We provide a walkthrough video for each workflow.
Can you migrate data from our current CRM?
Basic field mapping and migration is available as a one-time project. Contact us for a custom quote based on your record volume.
What if a workflow breaks or stops running?
N8N sends us error alerts automatically. We investigate and fix within one business day for critical workflows (inquiry routing, deal stage triggers). Less critical issues are addressed in the monthly review.
Can you automate follow-up from the CRM as well?
Yes. Follow-up sequences (email + SMS) triggered by CRM events are included in the workflow scope. For full AI-powered inquiry management, pair this with AI Inquiry Management.
How many inquiries can the workflows handle?
N8N workflows are essentially unlimited in throughput on our infrastructure. We have clients processing thousands of inquiries per day with no performance issues.
Put CRM Automation in the right sequence.
We will review the current process, confirm the right first phase, and show where this capability fits.