Integrations and workflows
We connect your CRM, ad platforms, data sources and tools with workflows that move data automatically and trigger actions.
Why your tools don’t talk to each other
The problem: Your tool stack has grown over the years: CRM, ad platforms, newsletter tool, accounting, plus a dozen spreadsheets. None of it is connected. So someone copies leads from the form into the CRM, pulls exports for the reporting and maintains that one Excel list holding everything together, right up until it collapses. That doesn’t just cost time: every manual step is a source of errors, and every new customer means more manual work. Nothing scales that way.
The solution: We connect your systems so data flows on its own: CRM, ad platforms, data sources and the tools in between. Workflows move the data and trigger actions. A new lead lands enriched in the CRM, shows up in the right ads audience and pings the Slack channel of the person in charge, without anyone copying anything. The back-and-forth between tools disappears, and ideally so do the Excel files that used to hold it all together.
What happens next: Once the systems talk to each other, the process scales instead of the manual work: 5,000 leads run through just like 50. Repetitive tasks simply fall away, and your team has its head free for the things that actually move results. When a new tool comes along, it gets docked on instead of becoming the next island. And if a workflow needs an interface, it gets its own mini tool on top.
Typical scenarios
Almost anything can be connected; what matters is the workflow behind it. These are the most common scenarios from our projects.
- A lead flow without gaps: From the form through enrichment into the CRM and the right campaign: the whole journey runs automatically, notification to the team included.
- Ads and CRM in sync: Conversions flow back to the ad platforms, audiences update from the CRM. Campaigns work with current data instead of last week’s exports.
- Reporting without the scavenger hunt: Numbers from all systems flow into one dashboard or a weekly report. Nobody builds pivot tables on Monday mornings anymore.
- Handovers between teams: When a deal becomes a project, workflows set everything up: folders, channels, tasks, billing data. Nothing gets lost in the handover.
