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REVOPS AUTOMATIONWe automate lead routing, CRM updates, alerts, reporting, and AI-powered prep so your team spends time selling, not copying data between tools.
Fixed scope per workflow bundle. Live in 2 to 4 weeks. Fully documented.
Reliable automation turns scattered tools into one revenue process your team can trust.
Assign new leads by territory, segment, or round robin, and alert the owner in Slack within minutes.
HubSpot or Salesforce workflows for stage changes, field updates, task creation, and data hygiene rules.
Connect forms, enrichment, sequencing, calendar, billing, and support tools using n8n, Make, Zapier, webhooks, and APIs.
Meeting prep briefs, call summaries, account research, and follow-up drafts delivered where your team already works.
Weekly pipeline, outbound, and funnel reports sent to Slack or email with no spreadsheet work.
Failed runs are caught, logged, and flagged so automations do not fail silently.
List your current process, pick the workflows with the biggest time savings, and confirm tools and access.
Build each workflow in a test environment, run it against sample records, and review edge cases with you.
Go live with monitoring, document every workflow, and train your team to manage and edit them.
A real n8n automation workflow showing how we connect leads from form to CRM to Slack.
View Project on GitHub →How a new lead flows through enrichment, CRM, and Slack alert in a connected system.
* Sample illustrative workflow
Enrich, score, assign owner, create CRM record, alert in Slack.
Pull account research, generate a prep brief, send it to the rep before the call.
Update fields, create follow-up tasks, notify the team.
Collect data from CRM and sequencing tools, build a summary, post to Slack.
Every workflow includes error handling, retry logic, run logs, and alerts for failures. Access is limited to what each workflow needs, credentials are stored securely, and everything is documented so you are never dependent on us to understand how it works.
A one-time build, priced by the number and complexity of workflows. If you completed a GTM Audit, the audit fee is credited toward the build.
* Tool subscriptions (n8n, Make, CRM, AI usage) are billed to your own accounts.
Book a Free Audit CallMost workflow bundles go live in 2 to 4 weeks, depending on the number of tools and workflows.
n8n, Make, Zapier, HubSpot, Salesforce, Slack, and common sales tools, plus anything with an API or webhook.
We request the minimum access each workflow needs, and can work in a sandbox first where available.
Workflows include alerts and logs so failures are visible. Support after launch is included, and ongoing monitoring is available under a retainer.
Yes. Everything is documented, and we walk your team through it at handover.
We use secure credential storage, limited access, and can sign an NDA. Tell us about any compliance needs up front.
No. We choose the tool that fits your team, budget, and technical comfort.
Book a free call and we will point out the first three workflows worth automating.
Book a Free Audit Call