Marketing.clinic

Automation and Integrations

Remove repetitive work and connect the platforms currently slowing your business down.

Hours of manual admin removed every week, with fewer errors.

Discuss This Service
The Marketing.clinic consultant linking automated workflow nodes between business platforms

Sound familiar?

The team re-types the same data into multiple systems

Follow-up depends on someone remembering

Reports are assembled by hand every month

Two critical platforms simply do not talk to each other

What this is designed to change

  • Hours of manual admin removed every week, with fewer errors
  • Follow-up that happens automatically instead of by memory
  • Reports assembled by systems, not by someone every month
  • Platforms that finally talk to each other

Automation services

Business Process Automation

End-to-end automation of rule-based processes: onboarding, invoicing, approvals and handovers.

Workflow Automation

Multi-step workflows across your platforms using Make, Zapier or custom code — whichever the reliability requirement demands.

Lead Qualification Automation

Enquiries enriched, scored and routed to the right person in minutes instead of days.

Email Automation

Follow-up sequences, internal alerts and customer communications triggered by real behaviour.

Data Synchronisation

One source of truth kept consistent across CRM, accounts, marketing and operations platforms.

Platform Integrations

Native and middleware connections between the tools you already use, mapped and documented.

API Integrations

Custom API work when platforms need a direct, reliable connection that middleware cannot provide.

Document and Reporting Automation

Proposals, invoices and monthly reports generated automatically from live data.

Notification and Alerting Systems

The right person told at the right moment — new lead, stalled deal, failed payment, broken process.

Automation Audits

Your processes mapped, the hours and error-cost of each manual step estimated, and a prioritised automation plan produced.

How the work is delivered

  1. 01

    Map the manual process

    Every step, owner, system and exception documented — including the workarounds nobody admits to.

  2. 02

    Prioritise by payback

    Automations ranked by hours saved, error cost removed and implementation effort.

  3. 03

    Build with failure handling

    Retries, fallbacks and human escalation designed in — an automation that fails silently is worse than no automation.

  4. 04

    Monitor and maintain

    Run logs, error alerts and periodic reviews keep automations trustworthy as platforms change.

Before and after: a lead enquiry

The clearest way to understand automation is one real process. Here is what changes when a website enquiry stops being manual.

  • Before: enquiry sits in an inbox until someone notices, gets copied into a spreadsheet, follow-up depends on memory
  • After: lead is created in the CRM instantly, enriched and scored, assigned with an SLA, and follow-up starts within minutes
  • Before: monthly reporting means an afternoon of copy and paste
  • After: the report builds itself from live data and arrives on schedule

Not sure where your automation problems start? Run a free website snapshot first.

Platforms we work with here

  • Make
  • Zapier
  • Airtable
  • Slack
  • HubSpot
  • Stripe

Common questions

What types of business processes can be automated?

Anything rule-based and repetitive: lead routing, follow-up emails, invoicing, onboarding steps, data entry between systems, reporting and internal notifications are common starting points.

Can you integrate our current platforms?

Almost always. We work with native integrations, middleware such as Make and Zapier, and custom API development when platforms need a direct connection.

How do we know what to automate first?

We map your processes, estimate the hours and error-cost of each manual step, and prioritise the automations with the clearest payback.

Free HxAi Website Snapshot

Find out what may be costing your website enquiries.

Enter your website and we will prepare an initial snapshot covering visibility, performance, structure, conversion pathways and AI search readiness. A human specialist will review the analysis before your report is emailed.

  • No automated sales report
  • Reviewed by a human specialist
  • No obligation
  • Your details are never sold
HxAi Snapshot RequestReady

Takes approximately 30 seconds. Your reviewed report will follow by email.