Services · Run
Smart business automation
Our business process automation services connect your website forms, CRM and inbox, so every lead is captured, routed to the right person and followed up without anyone copying details by hand. We build with Zapier, WordPress and Elementor forms and webhooks, test every workflow and train your team to run it.
At a glance
- Zapier workflows
- WordPress & form automation
- Automated lead management
- Team training
Run. Care and automation that keep everything working while you sleep.
All eight servicesSince 2017
A digital marketing and web design agency for the US, UK and Europe
300+
Clients served since 2017
5.0
Fiverr rating from 300+ reviews and 344 orders (profile snapshot, October 2026)
WPCentrify
Our own WordPress management platform, the system behind our WordPress care
What we automate: lead capture, routing, follow-ups and reporting
We start where small businesses lose the most time and the most leads: the gap between someone filling in a form and someone replying.
Lead capture
Every enquiry from your website forms, landing pages and booking tools lands in one place, usually your CRM, with the page and campaign it came from. Nothing sits forgotten in an inbox.
Routing
Lead management automation that sends each enquiry to the right person by service, location or budget, so a booking request for one clinic reaches that clinic’s team.
Follow-ups
An instant confirmation to the customer, a reminder to your team if nobody has replied and follow-up emails on schedule, so a fast reply never depends on someone remembering.
Reporting
Leads, sources and response times collected automatically into a sheet or dashboard, so you can see which channels bring in work without building the report by hand.
Tools we connect: WordPress and Elementor forms, Zapier, CRMs and webhooks
We work with the tools you already pay for and add as little new software as possible. These are the connections we build most.
WordPress and Elementor forms
WordPress form automation that turns each submission into a CRM record, an email and a task, with spam filtered out first. Elementor forms connect the same way.
Zapier
Zapier automation services: custom workflows that move data between the apps you use, with filters, branches and alerts when a step fails.
CRMs and webhooks
Contacts and deals created and updated in the CRM your team already uses. Where Zapier is not the right fit, webhooks send data directly between systems.
The enquiry form on this website works the same way: each lead is sent as a signed webhook that a CRM, Zapier, Make or n8n can pick up. If your forms live on a site we design and build or manage, the automation is set up alongside that work.
How an automation project runs: assessment, design, build and testing, training
Automation that nobody understands breaks quietly. Our process makes sure every workflow is mapped, tested and owned by your team.
Discovery and assessment
We map how leads and tasks move today, where they stall and how much time each manual step takes. The first win is often obvious once it is drawn out.
Designing tailored solutions
We design the workflow before building it: triggers, rules, who gets what and what happens when something fails. You approve it first.
Implementation and testing
We build the workflow and test it with realistic data, including awkward cases such as duplicate leads, missing fields and an app that is briefly unavailable.
Training and continuous support
We show your team how it works, document it and stay on hand to adjust it as your business changes.
Not sure where to start? Our small business automation ideas cover the workflows that usually save the most time.
In a client’s words
They are technical experts who not only built what I needed but also made sure that the solution was thoroughly tested and monitored to make sure that what was built was working exactly as expected.
Automation is also the product at Contractor Autopilot AI, a platform that answers contractors’ calls, chats, texts and social messages automatically. We designed its brand and sales landing page and set up its domain, email and hosting.
Questions about automation
Short answers first. Anything else, ask us directly.
What is business process automation?
Business process automation means using software to do repetitive steps for you, such as copying a form submission into a CRM, assigning it to the right person and sending a follow-up. For small businesses it usually starts with leads, where slow manual handling costs the most.
Do I need Zapier?
Not always. Zapier is the quickest way to connect most apps, and we use it often. For high volumes, or tools without a Zapier connection, a direct webhook or a small custom integration can be the better fit. We recommend one during the assessment.
Can you automate the forms on my WordPress site?
Yes. We connect WordPress form plugins and Elementor forms to Zapier, webhooks or your CRM, so every submission is recorded, routed and followed up automatically.
What happens if an automation fails?
We design workflows to fail loudly: an error sends an alert and the data is kept so it can be processed again. Every workflow is tested before launch and documented, so your team is never stuck.
How long does an automation project take?
It depends on how many tools and steps are involved. A single form-to-CRM workflow is a small job; connecting several systems takes longer. We agree the timeline in the proposal, before work starts.
Tell us what you’re building.
A short message is enough. We read every enquiry personally and reply with honest next steps, even if that means pointing you elsewhere.