Business Automation

Streamline Processes, Boost Efficiency, and Enhance Customer Engagement

Our Zapier automation solutions can transform your business by automating repetitive tasks, ensuring seamless integration across your systems, and delivering exceptional customer experiences.

What is Zapier?

Zapier is an online automation tool that connects your favourite apps and services, enabling them to work together seamlessly.

By creating automated workflows, known as “Zaps,” Zapier allows you to automate repetitive tasks without the need for coding or technical expertise. Whether it’s synchronising data between your CRM and email marketing platform, setting up automated reminders, or streamlining your lead management, Zapier helps you save time and focus on what truly matters—growing your business.

What are the benefits of automation?

Automating your business processes with Zapier brings numerous advantages that can transform how you operate. Here are three key benefits:

Increased Efficiency

Automation allows your team to focus on high-value tasks by eliminating repetitive manual processes. For example, automatically updating your CRM with new lead information saves time and ensures data accuracy.

Improved Customer Engagement

With automated follow-ups and personalised communications, you can maintain consistent and timely interactions with your customers. For instance, sending personalised emails and texts based on customer actions to keep them engaged and feeling loved through your sales process.

Reduced Errors

Automating data entry and other routine tasks significantly reduces the risk of human error. For example, syncing data between your CRM and accounting software ensures accurate financial records without manual input.

Example Automations

Below are some examples of automations we offer, but the possibilities are endless—if the data exists in one of your applications, we can likely make it work.

Level 3 Automation

Personalised Video to New Enquirers

Triggered by a new enquiry landing in your CRM. Dynamically generate a personalised video that contains their name and shows a video relevant to the products in their enquiry. Go one step further and add an AI powered voice over that can say their name and explain the video content. Then send to the enquirer via Email or WhatsApp.

Level 3 Automation

Invite Enquirers to Your Showroom / Store

When a new enquiry is received, this automation checks the enquirer’s postcode using Google Maps to determine their distance from your showroom or store. If they are within the specified range, an invitation is sent via Email or WhatsApp, encouraging them to visit or book an appointment. For those outside the specified distance, a product brochure is sent instead, ensuring every enquirer receives relevant and engaging information.

Level 2 Automation

Automate the Follow Ups on Cold Leads

When a lead in your CRM is marked as ‘Cold’, this automation triggers a follow-up process attempting to re-engage them. Initially, it waits before re-checking the status. If the lead remains ‘Cold’, an email is sent to re-establish contact. After another waiting period, if the lead is still ‘Cold’, a WhatsApp message is sent. We can repeat this cycle, until the lead either responds or is deemed unresponsive, ensuring no potential opportunity is overlooked.

Level 2 Automation

Customer Feedback Collection

When an active project is updated to a status of “Complete,” this automation triggers an invitation for the customer to leave feedback on your preferred review platform, such as Trustpilot. We can even follow this up with reminders via WhatsApp if they haven’t left a review after some time. This ensures that you consistently gather valuable customer feedback.

Level 1 Automation

Add Enquirer Details to Your Email Lists

Automatically capture the details of new enquirers and add them to your email marketing lists . This simple yet powerful automation keeps your marketing efforts consistent and up-to-date, helping you engage with potential customers more effectively.

Level 1 Automation

Add Details from Sheet to Your CRM

This automation streamlines the process of transferring data from a spreadsheet into your CRM system. Whenever new entries are added to your spreadsheet, their details are automatically imported into the CRM, ensuring your records are always up-to-date.


Consultation Meeting

To ensure we fully understand your needs and provide the best possible solution, we host a consultation meeting for a one-time fee of only £120. During this meeting, our experts will present you with innovative ideas and a strategy for the automations. You can choose to implement these solutions yourself, or we can provide a detailed roadmap and costs to handle everything for you. We are confident you will see the value in having our experienced team bring these automations to life for your business!

Level 1


Level 2


Level 3



Price on request

Let's Automate Your Business

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