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automations

CRM Automation

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.

What this capability brings into the business

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
Slack and Telegram routing for hot inquiries and deal updates
10 active workflows maintained and optimized monthly
Monthly workflow performance review and optimization session

What sits outside this scope

CRM platform license fees
Email marketing platform costs
Custom software development beyond workflow logic
Data migration from a legacy CRM

Capabilities that can be added when the system needs them

Add-OnPriceDescription
10 additional active workflows$197/moScale your automation stack without a full plan upgrade.

Where this capability creates the most leverage

Sales teams drowning in manual data entry
Agencies managing multiple client pipelines
B2B businesses with multi-step sales processes
Operations inquiries wanting to eliminate human error in inquiry routing

Expected timeline

First 3 workflows live within 5 business days.

Timeline starts from signed agreement and completed intake form.

How the work moves

1
Process Mapping

We document your current inquiry flow, identify manual bottlenecks, and map the ideal automated state.

2
CRM Audit

We review your CRM pipeline, field structure, and existing integrations to design workflows that fit without breaking what already works.

3
Workflow Builds

Workflows are built in N8N, tested in a staging environment, and documented with plain-English explanations of what each one does.

4
UAT & Launch

You test the workflows with real or sample inquiries. We fix any issues, then switch to production.

5
Monthly Optimization

Each month we review workflow error logs, conversion rates, and your evolving process needs — and update workflows accordingly.

Questions, answered

HubSpot, GoHighLevel, Pipedrive, Salesforce, Zoho, and Airtable. We can also integrate with any CRM that has an API or Zapier connector.

CRM Automation

$397/month

Your CRM should work for you — not the other way around.

Related capabilities

Tech & Media brings strategy, technology, media, financial visibility, and operations together around your business. Start with the team at (704) 574-6312. Dexter, our AI receptionist, is available 24/7 at (202) 771-3399.