Workflow automation and CRM integration
Typically 2 to 6 weeksWorkflow automation and CRM integration that your team can trust.
Leads arrive from your website, ads, WhatsApp and booking tools, and then wait while someone copies them into a spreadsheet. We connect those sources to one CRM, route each enquiry to the right person, automate follow-ups and documents, and monitor every connection so failures are noticed and retried safely.
A fixed written quote within 2 working days of receiving the information we need.
What we can do for you
CRM implementation and integration
Set up or tidy your CRM, then connect website forms, ad lead forms, WhatsApp and bookings to it, with deduplication, source and consent recorded on every contact.
Lead routing and follow-up
Assign enquiries by service, region or value, create follow-up tasks, and send reminders when a lead goes quiet.
Document and admin automation
Extract data from forms, invoices and documents, generate reports, and move information between systems with checks for errors.
API integrations
Custom connections between the systems you use, built with logging, alerts and safe retries.
Who it's for
- Teams copying enquiries between forms, inboxes and spreadsheets
- Sales teams that lose track of follow-ups after a quote
- Businesses whose tools don't talk to each other
The problem we solve
Manual hand-offs leak leads and time: duplicates, missing sources, forgotten follow-ups and nobody sure which record is right. An automation that silently fails is worse, because everyone assumes it is working.
What's included
- A map of the current process, with an owner for each step
- Integrations between your forms, ads, WhatsApp, booking tools and CRM
- Deduplication rules and lead source, UTM and consent fields on every record
- Automated tasks, reminders and notifications
- Monitoring, failure alerts and safe retries for every automation
- A short runbook so your team knows what each automation does
What you get
- One system of record for leads and customers
- Faster first responses and fewer forgotten follow-ups
- Hours of copying removed, with alerts when something breaks
Timeline
A first workflow usually goes live in 2 to 3 weeks; a full CRM implementation with several integrations takes longer and is phased in the quote.
Price and payment
A fixed written quote within 2 working days of receiving the information we need. Short, fixed-scope projects are billed 50% to start and 50% on delivery. Longer builds are billed by milestones agreed in the quote.
What we need from you
- Admin access to the systems we connect
- A decision on which system is the source of truth
- A named owner for each automated process
Not included
- CRM and automation platform subscriptions, which are paid to the providers
- Cleaning historic data beyond what's agreed in the quote
- Integrations with systems that offer no API or export
Questions
Read the guides
How much does it cost?
We don't publish prices because scope varies a lot. You get a fixed written quote within 2 working days of receiving the information we need, listing the scope, timeline, exclusions and payment dates. Short, fixed-scope projects are billed 50% to start and 50% on delivery. Longer builds are billed by milestones agreed in the quote. Nothing is billed outside the quote without your written approval.
Which CRMs do you work with?
We work with CRMs that offer documented APIs, such as HubSpot and Zoho CRM, and StudAI One's own Engage platform. We confirm support for your specific system before quoting and don't claim official partnerships we don't hold.
Should we use Zapier, Make or n8n, or custom code?
No-code tools are often right for simple, low-volume flows. Custom integrations make sense when you need stronger error handling, volume or data control. We recommend one per workflow and explain the trade-off.
What happens when an automation fails?
Each automation logs its runs, alerts a named person when it fails, and retries where that is safe, so a failure doesn't silently lose a lead.
How do you handle personal data?
We record consent and lead source, collect only what the process needs, and set retention rules. Our CRM integration guide covers UK GDPR, the UAE's data protection law and India's DPDP Act at a high level.
What happens after launch?
30 days of fixes for defects in the delivered work after launch. New features, content changes and changes caused by third-party services are quoted separately. Ongoing care is available through our website maintenance and support plans.
Tell us about your project
We reply within one working day. A fixed written quote within 2 working days of receiving the information we need.