Marketing Automation

Marketing Automation That
Actually Connects to Your CRM

Lead capture, email sequences, campaign triggers, and attribution — connected to your CRM so sales sees what marketing does and marketing knows what closes.

Connect Your Marketing Stack

The Problem

Marketing and Sales Are Running Blind

Leads come in from forms, ads, and referrals. They land in a spreadsheet or an email inbox. Someone manually adds them to the CRM. Maybe they get a follow-up email, maybe they don't. When a deal closes, nobody can trace it back to the campaign that generated it.

Marketing doesn't know which campaigns produce revenue. Sales doesn't know what marketing sent the lead before they called. Everyone's guessing.

Marketing automation fixes this by connecting lead capture, nurture sequences, and CRM data into one automated flow.

Common marketing automation gaps:

Leads sit in inboxes Form submissions go to email. Someone manually enters them. Response time is hours instead of seconds.
No automated follow-up Leads get one response and then nothing unless a rep remembers to follow up.
Marketing and CRM are disconnected Your email platform and CRM don't share data. Sales has no context when they call a lead.
No revenue attribution You know how many clicks a campaign got but not how many deals it generated.

What We Build

Marketing Automation That Works

We build the technical infrastructure that makes marketing automation deliver results, not just send emails.

Lead Capture Automation

Forms, landing pages, and chatbots that capture leads and push them into your CRM instantly with full source tracking.

Email Sequences

Automated nurture sequences triggered by form submissions, page visits, or CRM events. The right message at the right time, without manual effort.

Campaign Triggers

Website behavior, email engagement, and ad interactions trigger the next step in your marketing funnel automatically.

Lead Scoring

Automatically score leads based on engagement, fit, and behavior. Sales gets notified when a lead is ready, not when they feel like checking.

Attribution Tracking

Connect ad platforms, UTM parameters, and CRM deal data so you know which campaigns generate revenue, not just clicks.

List Management

Dynamic segmentation based on CRM data, engagement history, and custom properties. Lists that update themselves.

The Connection

How It Connects to Your CRM

Marketing automation without CRM integration is just email blasting. Here's how we connect the two.

What flows from marketing to CRM:

  • New leads with full source attribution
  • Email engagement history (opens, clicks, replies)
  • Lead scores and qualification status
  • Campaign membership and content engagement

What flows from CRM back to marketing:

  • Deal stage changes trigger different sequences
  • Closed-won data for revenue attribution
  • Contact properties for dynamic segmentation
  • Unsubscribe and opt-out sync across systems

The Big Picture

How It All Connects

Marketing automation data flow diagram

FAQ

Common Questions About Marketing Automation

What marketing platforms do you work with?

HubSpot, Mailchimp, ActiveCampaign, ConvertKit, and others. If the platform has an API, we can connect it.

Can you set up email sequences?

Yes. We build automated sequences triggered by form submissions, website behavior, deal stage changes, or any event in your connected systems.

How does this connect to my CRM?

We connect your marketing platform and CRM so leads, activities, and attribution data flow both ways. Sales sees what marketing sent, marketing knows what closed.

Do you handle marketing strategy?

We handle the technical automation — workflows, system connections, data flow. You or your marketing team own strategy and content.

What about lead attribution?

We connect ad platforms, forms, and CRM deal data so you can see which campaigns generate leads that actually close. Revenue attribution, not vanity metrics.

Ready to Connect Marketing and Sales?

Tell us what marketing tools you're using and what CRM you're on. We'll show you how to connect them.

Start a Conversation