Lead & CRM automation no manual copy-paste
About the service
This service is for companies where leads come in from everywhere — the website form, Instagram, Telegram, phone calls — and then get copied by hand into a spreadsheet or CRM. Some get lost, some wait until evening for a reply, and nobody remembers where the customer came from.
We bring every source into one pipeline: we set up your CRM — HubSpot, Pipedrive, KeyCRM, or the one you already use — and connect it to your site, forms, and messengers through n8n, Make, or Zapier. We add AI where it helps: parsing an email, tagging the request type, drafting a reply. The final call stays with your team.
You get leads with source and UTM data in your CRM, automatic statuses and reminders, Telegram alerts for your team, and a documented workflow you can change without us.
- Timeline
- from 2 weeks
- Price
- after a process review
- Tools
- n8n, Make, or Zapier
- Getting started
- free review
What’s included
Every source
Website, ads, messengers, and email — in one pipeline.
CRM setup
Deal stages, fields, and roles built around how you actually sell.
Lead source
UTM and channel data are kept — you see which ads bring in leads.
Reminders
Your team gets a task if a lead hasn’t been answered.
AI sorting
The model tags the request type, but a person makes the decision.
Documentation
A diagram and a guide — you can change the workflow without us.
How we work
Pipeline review
We trace the path of a lead and find where it gets lost.
Workflow design
We map out stages, fields, and triggers — and get your sign-off first.
Setup
We connect sources, the CRM, and automations, then test on real leads.
Launch and training
We migrate data, train your team, and monitor the first leads.
Frequently asked questions
How much does lead automation and CRM setup cost?
We quote lead automation after a free process review. The price depends on the number of lead sources — website, ads, messengers, email — whether we set up a CRM from scratch or improve the one you have, and whether you need data migration or AI sorting of requests. Also budget for subscriptions: your CRM, Make, and Zapier have their own plans, while n8n can be self-hosted on your server.
How long does it take to integrate a website with a CRM?
Lead automation takes from 2 weeks: pipeline review, stage and field design, connecting sources, and testing on real leads. It takes longer if you have many sources, need to migrate an old customer database, or have several departments working in the CRM with different roles. We train your team during launch and monitor the first leads so any issues get fixed quickly.
n8n vs. Make vs. Zapier: which should you choose for lead automation?
There’s no one right answer — we choose based on your tasks, volume, and budget. Zapier is the easiest and has the most ready-made integrations, but it gets expensive as task volume grows, while Make handles complex workflows with branching well. n8n can be self-hosted, so your data stays on your server, but it needs technical maintenance. If you already use one of them, we usually start there.
How do you get started with CRM lead automation?
Start with a free review: we trace a lead’s path from first contact to payment and find where it gets lost. From you, we need a list of lead sources, admin access to your CRM (or a decision on which CRM to use), access to your website forms and ad accounts so UTM data is kept, and a point person who signs off on the workflow before setup.
Other formats
AI process audit
A map of your processes and three priorities: what to automate first and what it will bring your business. Learn more
AI assistant for your website
Answers customers 24/7 and passes warm leads to Telegram or your CRM. Learn more
30-day AI pilot
We automate one process on a fixed budget — you’ll see the impact within a month. Learn more
We’ll show you your future website and what it will cost
Free consultation: we’ll dig into your niche and competitors and propose a structure, estimate, and timeline — even if you’re still comparing agencies.
- Estimate and timeline — before we start
- Payment in stages
- The site and all accounts are yours
After you send a request, our lead manager will contact you: they’ll give you a free consultation, discuss your goals, and answer your questions about strategy.