CRM & Workflow Automation
Most operational drag is not a missing feature — it is a person copying a field from one system into another. We map the sequence you already run, rebuild it as an orchestrated workflow in n8n, and connect it to the CRM and tools you already pay for. The workflows live in your accounts, and you get the definitions and a runbook at handover.
What you get
- Process map
- A written map of the current sequence, the systems it touches, and the failure points — produced before any building starts.
- Orchestrated workflows
- Built in n8n against your CRM (HubSpot, Zoho, Salesforce, or a database you own), with retries and dead-letter handling.
- Two-way sync
- Records kept consistent between CRM, spreadsheets, billing, and messaging, with conflict rules agreed in writing.
- Reporting
- Scheduled digests to email or WhatsApp — pipeline movement, exceptions that need a human, and workflow failures.
- Runbook and handover
- Documented workflows, credentials in your vault, and a walkthrough so your team can change them without us.
Built with
- n8n
- HubSpot
- Zoho
- Salesforce
- Postgres
- Google Workspace
Delivery window
Typically 2 to 4 weeks for a single workflow; 4 to 8 weeks across several connected systems.
Want this scoped?
Describe what happens today and which systems it touches. You get a written scope with a fixed price and a delivery date before any build starts.
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