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Workflow Automation

Streamline Your Business Processes

We design custom workflow automations to simplify your operations and eliminate manual bottlenecks.

Capabilities

■ Lead Capturing and Assignment
■ Sales Pipeline Automation
■ Purchase Order Generation
■ Task Scheduling and Reminders
■ Customer Follow-ups and Engagement

Platforms Supported

■ Zoho CRM, Salesforce, HubSpot
■ Monday.com, Microsoft Dynamics 365
■ Xero, Zoho Books, Netsuite

Examples

■ Automatically create a sales opportunity in Zoho CRM when a lead form is submitted.
■ Auto-generate invoices in Xero when sales are closed in Salesforce.
■ Schedule reminders for follow-ups based on lead activity in HubSpot.
Learn More About Workflow Automation →
Trigger-based Notifications

Never Miss an Important Event Again

We configure intelligent triggers to send notifications based on specific business events.

Capabilities

■ Customer Enquiry Notifications
■ Low Stock Alerts in Inventory Systems
■ Payment Confirmations and Reminders
■ Appointment Reminders for Bookings
■ Sales Milestone Alerts

Platforms Supported

■ Zoho CRM, HubSpot, Salesforce
■ Xero, Zoho Books
■ Zoho Inventory, Unleashed

Examples

■ Instantly notify your sales team when a new high-value lead is captured.
■ Alert the finance team when a large payment is processed.
■ Send automatic booking reminders to clients 24 hours before their scheduled appointment.
Learn More About Trigger-based Notifications →
Document Generation

Create Documents Automatically with Precision

Generate professional, branded documents at the click of a button, saving time and ensuring consistency.

Capabilities

■ Automatic Invoice Generation
■ Contract and Agreement Creation
■ Proposal and Quote Templates
■ Purchase Orders and Shipping Documents
■ Legal Document Automation (NDAs, Contracts, Terms and Conditions)

Platforms Supported

■ Zoho CRM, HubSpot, Salesforce
■ Xero, Zoho Books
■ DocuSign, PandaDoc

Examples

■ Automatically create a sales contract upon deal closure in Salesforce.
■ Generate branded invoices directly from Zoho Books.
■ Auto-populate client details into NDAs and send for e-signature.
Learn More About Document Generation →
Data Entry and Sync Automation

Reduce Manual Data Entry and Improve Accuracy

Eliminate repetitive data entry tasks and synchronise data across platforms in real-time.

Capabilities

■ Sync CRM Data with Accounting Software
■ Auto-fill Customer Information Across Systems
■ Real-time Inventory Updates
■ Integration with E-commerce Platforms

Platforms Supported

■ Zoho CRM, Salesforce, HubSpot
■ Xero, Netsuite, Zoho Books
■ Shopify, WooCommerce, Magento

Examples

■ Automatically sync new leads from HubSpot to Zoho CRM.
■ Sync customer details from Xero to Salesforce when an invoice is paid.
■ Real-time inventory updates from Shopify to Zoho Inventory.
Learn More About Data Sync Automation →
Why Choose The CRM Agency?

Work Smarter, Not Harder with Custom Automation

Boost Productivity

Free your team from manual tasks with smart automation.

Error Reduction

Eliminate human error with consistent, automated processes.

Real-time Updates

Always stay up-to-date with synchronised data.

Scalable Solutions

Grow your business with scalable automation processes.
Get Started with Custom Automation →
Shape

Discover the Power of Automation

Schedule a consultation with our experts to see how automation can transform your business operations.

Book a Free Consultation →