Stop Wasting 20+ Hours Per Week
on CRM Data Entry
Your team shouldn't be manually updating records, copying data between systems, or building reports from scratch. We build automation workflows that keep your CRM accurate and current—without anyone touching it.
20+
Hours Saved/Week
95%
Data Accuracy
90%
Less Manual Entry
5+
Systems Synced
The Real Problem Isn't Your CRM
You searched for "CRM automation." Makes sense. But here's what most people miss.
"We Need a Better CRM"
Switching from Salesforce to HubSpot doesn't fix the problem. The new CRM will be just as empty if your team still has to manually update it.
"We Need More Discipline"
Telling your sales team to "just be better about updating records" doesn't work. They're busy closing deals. Data entry isn't their job.
"We Need to Hire Someone"
Hiring a sales ops person to manually update CRM is expensive ($60K+/year) and soul-crushing for that person. Plus it doesn't scale.
What you actually need is automated data flow. Information should flow from wherever it originates directly into your CRM—without anyone manually copying it.
How We Build Self-Updating CRM Systems
We don't just connect your CRM to one or two apps. We build comprehensive data flows that capture information at the source.
Free CRM Audit
Map your current data flow. Where does information originate? Where does it need to go? What manual steps exist?
Data Flow Design
Design workflows connecting forms, email, enrichment sources, project management, and communication tools to your CRM.
n8n Implementation
2-3 week deployment with testing and training. You own the system 100%—no vendor lock-in, no per-contact pricing.
Monitoring
We monitor data quality for the first month, fix edge cases, and optimize based on how your team actually works.
From 20 Hours Per Week to Under 2
Internal operations were being crushed by manual CRM work—copying data from forms, updating deal stages, generating reports, syncing across 4 different tools.
What We Automated
- Form → CRM: Auto-create contacts with enrichment
- CRM ↔ PM: Bidirectional sync with Linear
- CRM → Slack: Pipeline alerts and weekly summaries
- CRM → Reports: Automated forecasts and analysis
Results
Because the CRM was always current, forecasting accuracy improved by 40%. Leadership could make decisions based on real data instead of gut feeling.
The 7 Workflows Most Teams Need
CRM Automation FAQs
CRM automation typically saves 15-25 hours per week on manual data entry and reporting. For a sales team of 5 people, that's 75-125 hours of reclaimed capacity per month.
CRM workflow automation is the process of automatically updating CRM records, syncing data between systems, and generating reports without manual intervention. It captures information at the source and flows it directly into your CRM.
Yes. n8n workflows can synchronize data across unlimited systems—CRM, project management, accounting, communication tools, and custom databases. Data entered in one system automatically updates in all relevant systems.
With proper data validation and multi-source verification, automated CRM data achieves 90-95% accuracy—significantly higher than manual entry, which typically sits at 60-70% accuracy due to human error.
For agencies, HubSpot with custom n8n workflows works best. HubSpot has strong native features, but n8n adds unlimited custom automation for project management sync, client communication, and reporting.
CRM is One Part of Your Data Ecosystem
Lead Generation Automation
Before data gets into your CRM, it needs to be found and qualified. Automated lead generation feeds your CRM with qualified prospects.
Learn moreSales Workflow Automation
Once your CRM is accurate, automate your entire sales process—from first contact to closed deal—so your team focuses on relationships.
Learn moreAgency Operations
For agencies, CRM is just one piece. Client onboarding, project management, invoicing, and reporting all need to sync.
Learn moreYour Team Shouldn't Be Doing Data Entry
Free 60-minute CRM audit. We'll map your current data flows, identify what's eating your team's time, and show you exactly what can be automated.
Book Free CRM AuditWe'll be honest about what needs automation vs. what needs a different solution.