Marketing Automation

Marketing Automation

What We Do:

Add a CRM Contact

Whether you have a single contact or a list of contacts that needs to be added into your CRM, our team can import your contacts into your audiences or lists.

Update A CRM Contact

Contacts are the heart of your marketing automation. Keeping them up to date is a key to having an accurate picture of the types of communications your audience prefers.

Delete A CRM Contact

You may want help in cleaning up your contacts of certain people or certain lists, but it's important to note that once you delete a contact, the action cannot be undone and they cannot be recovered.

Send Email Broadcast

Email newsletters are a great component of email marketing that can help you forge relationships with your readers, boost brand recognition, and increase your credibility as an expert in your industry.

Import A List To CRM

If you have joined a new CRM and want to add the lists you've already developed into that new CRM, we can add your audience with fields and tags.

Export A List From CRM

You can export your data from your CRM at any time using the Export Data option.

Create A New Automation

With the automation builder, you can easily create fully automated workflows tailored to the goals of your unique business. Automations can save you time, help you stay organized, and make more money, by improving your marketing and sales processes.

Update An Existing Automation

Whether you need to add steps to your automation, remove steps, edit your email broadcast, or make other changes, we're here to help create the perfect automation setup for you!

Troubleshoot An Existing Automation

There are some common scenarios that can cause automations to break, particularly old ones. Our team can investigate what is going on with your automation setup and figure out how to

Add video tracking

Video is the most engaging media format and people retain much more information from video than they do from image or text. When you drive traffic to your landing page, videos help you capture the attention of your prospects. By tracking video performance on your landing page, you’re snagging customers away from your competition

Create Pipeline and Deals Stages

The file contains the details of the message handlers that act on web service requests and responses as they pass through the pipeline. Probability is associated with each stage and indicates how likely a deal is to close. Use the default deal stages, or customize your sales process by editing and adding new deal stages

Create a new standard form

An opt-in is a form of consent given by web users, acknowledging interest in a product or service and authorizing a third party to contact them with further information.

Create a new payment processing form

Payment Order means an instruction of a sender to a receiving bank, transmitted orally, electronically, or in writing, to pay, or to cause another bank to pay, a fixed or determinable amount of money to a beneficiary.

Create Email Templates

An email template is a pre-defined email layout, that may already include content like images or text. Rather than create a new email from scratch each time, you can use a template as a base. Templates are also handy for making sure email designs follow brand guidelines.

Create Landing Pages

A landing page is any web page that a consumer can land on, but in the marketing realm, it's usually a standalone page, distinct from your homepage or any other page, that serves a single and focused purpose. A landing page is a follow-up to any promises that you've made in your content.

Integrate Calendars

Calendar integration is a two-way process; when you book appointments in either application, that data is automatically synced so that both applications stay current in real time.

Integrate Payment Gateways

An integrated payment gateway basically means there are no third parties involved at the payment checkout stage of. Companies using integrated gateways obtain PCI DSS compliance, which means they're in charge of storing, securing, and conducting initial verification for each transaction.

Integrate WebForms

Form submission data will get stored into CRM via some mechanism.

Integrate with 3rd Party Platforms via Zapier

Zapier is a tool that helps you automate repetitive tasks between two or more apps—no code necessary. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action.


I love when your team looks outside the instructions to be sure I've touched on everything that may need to be set up for the task. It really helps me out.