Lead Capture & Follow-ups
Connected enquiry forms, routing, and follow-up steps that support a consistent response.
04 — 10
Automation: business workflows that connect your tools
Less busywork.
More room to move.
Hands-off pipelines for the busywork: leads, follow-ups, reporting, publishing.
Explore the service
The intentionMake the everyday
Make the everyday
work better.
The small tasks add up. We connect your tools and simplify repeatable workflows so your team can spend more time on work that needs them.
01 / Who it’s forWho automation
Who automation
is for.
For businesses where the same steps happen every day — a new enquiry to log and answer, details to copy between apps, a report to assemble — and where clear rules, rather than judgement, decide what happens next.
Worth agreeing before you start
- 01The trigger, each step, and who owns the workflow.
- 02Which tools are involved, and whether their APIs and plans allow the connection.
- 03Consent and privacy for any message sent automatically.
- 04What happens on failure: retries, alerts and a manual fallback.
- 05Who maintains it when a connected tool changes.
02 / What’s includedWhat’s
What’s
included
in automation.
From a new enquiry to a weekly report, we look at the full journey: what triggers it, where information goes, and what should happen when something needs attention.
Get a quote for automation ↗Workflow Automation
Repeatable workflows between your existing apps, with clear triggers and conditions.
Reporting Dashboards
Reporting that brings agreed data sources together in a useful, readable format.
CRM Integration
A coordinated flow of contact and opportunity information between your website and CRM.
03 / How we get thereClear steps. Open conversations.
Automation,
step by step.
A shared direction.
Room to ask questions.
Care at every step.
- 01
Map the workflow
We document the current steps, tools, responsibilities, and common exceptions.
- 02
Connect the pieces
We build and test the triggers, data mapping, and actions in the agreed workflow.
- 03
Make it dependable
We define error handling, alerts, and ownership so the workflow stays understandable.
04 / An exampleClient case studies ↗
Automation
in practice.
An enquiry workflow
- 01A visitor submits the enquiry form on your website.
- 02A contact and a deal are created in your CRM, tagged by service and source.
- 03The right person is notified, and the enquirer receives an acknowledgement.
- 04If nobody has replied within an agreed time, a reminder goes out.
- 05Enquiries roll up into a weekly report by source.
Illustrative example, not a client project. Consent for follow-up messages, and what happens when a step fails, are agreed for each workflow.
01Can you connect the tools we already use?
We first review their APIs, supported integrations, and account requirements. That tells us what can be connected and where a different approach may be needed.
02What happens if an automation fails?
We design for the expected failure cases, such as missing information or unavailable services. Depending on the workflow, this can include retries, alerts, and a manual fallback.
03Do we need AI for automation?
Many workflows work well with straightforward rules. AI can be considered when a step involves interpreting unstructured information, with review where appropriate.
04What affects the cost of an automation?
The number of tools and steps involved, how clean and consistent the data is, the exceptions the workflow has to handle, and whether it needs a custom integration rather than an existing connector.
06 / Better togetherAll capabilities ↗
