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.
- CRM sync
- Lead routing
- Invoice reconciliation
- Daily digests
What gets built
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 on
- n8n
- HubSpot
- Zoho
- Salesforce
- Postgres
- Google Workspace
Timeline
Typically 2 to 4 weeks for a single workflow; 4 to 8 weeks across several connected systems.