Agency automation
Four tools. One connected handoff.
What was happening
A small agency was using a form builder, CRM, email platform and scheduling tool. Every morning, the founder manually copied leads between them.
What needed to change
Connect the existing tools, remove the daily copying and stop leads getting lost during busy weeks.
What had been overlooked
The handoff depended entirely on the founder having time. Leads had quietly fallen through the gaps for months.
What I changed
- Connected the existing stack through Zapier.
- Made form submissions automatically create and tag the CRM record.
- Triggered the right email sequence without a manual handoff.
One submission. No manual copying.
Form submitted
CRM record created + tagged
Right email sequence triggered
What changed for the business
The founder recovered roughly five hours a week and stopped losing leads during busy periods.
The diagnosis behind the result
The agency didn’t need another tool. It needed the four tools it already used to work together without relying on a daily copy-and-paste routine.
Before buying another tool, follow one lead through the ones you own.
The morning starts with copying form entries into the CRM and checking who needs an email. On a busy day, that job slips. This agency’s problem sat between four existing tools, where every handoff depended on the founder remembering to do it.
Mapping the handoffs showed exactly what to automate: create the record, apply the tag and trigger the right sequence. Connecting those steps removed the daily copying and the gaps that had been losing leads.
Your next lead shouldn’t depend on a quieter morning.
Whether you handle a few enquiries yourself or your team is struggling to keep up, I can trace how leads move through your tools. We’ll identify the manual steps worth connecting and build a handoff you can understand and maintain as the business grows.
Let’s see how I can help ↗