Business Process Automation (Make, Zapier & Custom)
Automate your lead follow-up, invoicing, onboarding, and internal workflows — stop doing manually what a machine can do instantly.
Overview & Strategic Approach
Every hour your team spends manually copying data between systems, sending follow-up emails, or updating spreadsheets is an hour not spent on revenue-generating work. We map your business processes and build automation workflows using Make (formerly Integromat), Zapier, n8n, and custom integrations that eliminate repetitive tasks and connect your tools into a unified system.
Our 4-Phase Delivery Framework
Phase 1
Process mapping session — we document your current manual workflows and identify the highest-value automation opportunities.
Phase 2
Tool audit — we assess your existing stack (CRM, email, accounting, calendar) and design integrations that fit what you already use.
Phase 3
Automation build and testing — each workflow is built, tested with real data, and reviewed with your team before going live.
Phase 4
Documentation, team training, and a 30-day monitoring period to catch edge cases and refine triggers.
Client: Montreal Real Estate Brokerage
Specialized Solutions Deployment
The Challenge
Agents manually entering leads from 4 different sources into their CRM, then sending follow-up emails manually — averaging 3 hours per day of admin work per agent.
The Solution
Built a Make automation connecting their website forms, Facebook Lead Ads, Kijiji inquiries, and Centris leads into a single CRM pipeline with automated follow-up sequences.
Provable Business Outcomes
Frequently Asked Questions
Core Service Benefits
- Lead capture to CRM automation — no lead ever falls through the cracks again
- Automated client onboarding sequences triggered by contract signing or payment
- Invoice generation and follow-up workflows connected to your accounting software
- Cross-platform data sync between your website, CRM, email platform, and calendar