HubSpot
Workflows, sequences, and integrations.
Automating your CRM
A CRM is only useful if the information is current, and that rarely happens when everything is entered by hand. We automate your CRM so contacts come in on their own from forms, WhatsApp, and email, tasks are created based on the stage, data syncs with your other systems, and reports arrive without anyone asking for them.
Updated:
- The CRM fills itself
- Automatic tasks by stage
- Synced with your systems
A CRM your team actually uses
900+ projects delivered
CRMs we work with
We automate the one you already use or help you choose.
Zoho CRM
Rules, functions, and Zoho One integration.
Pipedrive
Visual pipelines with automations.
Custom CRM
When no off-the-shelf CRM fits.
What CRM automation includes
More reliable data, less data entry.
Data entry
- Contacts from forms, campaigns, and WhatsApp.
- Emails and meetings logged on the contact record.
- Duplicate cleanup.
Stage-based workflows
- Tasks, emails, and alerts when a deal changes stage.
- Automatic assignment and reassignment.
- Alerts for deals with no activity.
Integrations
- Sync with your ERP, invoicing, and online store.
- Reports sent by email or Slack.
- Up-to-date sales dashboards.
How we automate your CRM
We start with the process that takes up the most of your time, automate it, measure the savings, and move on to the next one. No never-ending projects.
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Step 1: Process mapping
We look at how the task is done today, who does it, how long it takes, and which tools it lives in.
You: walk us through the process step by step
You get: a process map and the current time spent -
Step 2: Workflow design
We define triggers, rules, exceptions, and the points where a person steps in.
You: validate the rules and exceptions
You get: a diagram of the automated workflow -
Step 3: Build and testing
We build the workflow with test data and run it alongside the manual process.
You: review the test results
You get: an automation working in testing -
Step 4: Go-live
We activate the workflow, set up error alerts, and train whoever supervises it.
You: appoint an internal owner
You get: a live workflow and an operations guide -
Step 5: Measurement and fine-tuning
We compare time spent and errors before and after, and fine-tune as needed.
You: report special cases to us
You get: a savings report and adjustments
Which part of your sales process should you automate? Find out in a minute
Four questions about your sales process so we can recommend where to start.
Your answers0 of 4
We recommend
Automate the sales process
From first contact to close, with automated tasks and alerts.
Sales process automation
We recommend
Automate lead follow-up
Reminders and messages that keep every opportunity alive.
Lead follow-up automation
We recommend
Automate your CRM
Have the CRM fill itself and trigger the actions for each stage.
We recommend
Marketing automation
Campaigns, segments, and messages sent based on behavior.
Marketing automation
We recommend
Automate email
Welcome, nurture, and repeat-purchase sequences that run on their own.
Email automation
We recommend
Automate WhatsApp
Replies, catalogs, and alerts on WhatsApp Business through its official API.
WhatsApp Business automation
We recommend
Capture and score leads
Every contact logged, scored, and assigned instantly.
Lead capture and scoring automation
Automated CRM by industry
Sales teams where the CRM is at the center.
Education
Applicants by program with automatic follow-up.
Private healthcare
Prospective patients, consultations, and treatments.
Manufacturing
Institutional clients and long-term opportunities.
Manual CRM vs. automated CRM
Most CRMs fail because nobody keeps them up to date.
CRM filled in by hand
- Data
- Incomplete and outdated.
- Usage
- Sales reps see it as a burden.
- Progress tracking
- Tasks that get forgotten.
- Reports
- Unreliable.
CRM automated by PACOWEB
- Data
- Complete and up to date.
- Usage
- It saves them work.
- Progress tracking
- Tasks that create themselves.
- Reports
- Based on real data.
Paying for a CRM your team barely uses? We’ll help you make it work for them.
FAQ about CRM automation
Can’t find your question?
Message an advisor and we’ll get back to you during business hours (Bogotá time, UTC-5).
Do you work with my current CRM?
Yes, with HubSpot, Zoho, Pipedrive, Salesforce, Bitrix24, and others that offer an API.
Can you bring WhatsApp into the CRM?
Yes, by logging WhatsApp Business conversations on each contact’s record.
Do I need a paid CRM plan?
Some automations require specific plans; we’ll tell you which one you need or handle it with external workflows like n8n or Make.
Do you implement the CRM from scratch?
Yes. We set up stages, fields, users, and automations, and we train your team.
What else is CRM automation called?
People also search for this as HubSpot automation, Zoho CRM automation, or automated CRM. It relates to CRM, lead follow-up, automated email marketing, sales funnels, and lead scoring, topics we review with you when the project calls for them.
Related services
Automations that usually go hand in hand with this one.
Get a quote for CRM automation
Tell us which CRM you use (or if you don’t have one yet), how many users you have, and what you want to automate.
- 1You contact us through the form or on WhatsApp.
- 2We talk about your business and what you need.
- 3You get the proposal in writing, with scope, timeline, and price.
Request your proposal
We reply during business hours (Bogotá time, UTC-5), usually the same day.
Your request0 of 6 required fields