Automation and CRM

6 answers in this topic.

• Which tools do you automate with?I build workflows in n8n, Zapier or Make, and connect them to your forms, inbox, CRM, Slack and invoicing, with error handling and a test run before handover.
• What is included when you set up a CRM?Pipeline and stages configured, your forms and inbox connected, and a team training session, so new enquiries land in one place and nothing falls through the cracks.
• Do I need to pay for Zapier, Make or n8n?It depends on how many tasks run each month. Many small workflows fit in the free tiers. n8n can also be self-hosted for a low fixed cost. I recommend the cheapest optio…
• Can you connect my website forms to my CRM?Yes. Every form on your site can send the lead to your CRM with the right fields, tag where it came from, and alert your team, so every enquiry is in one place.
• Can you automate follow-up emails?Yes. New leads can get a welcome email straight away and a short follow-up sequence, and your team gets a reminder when someone has not had a reply.
• Will I be able to change the automations myself?Yes. I name and document every step and record a short walkthrough, so you or your team can adjust texts, timings and fields without breaking anything.