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CRMcrm automation services

CRM automation services for the CRM you already pay for.

Founcy Solutions' CRM automation services take the manual updating out of your CRM: new leads captured and qualified automatically, follow-ups and tasks created on time, and deals moved along as things happen. We work in GoHighLevel, HubSpot and other CRMs with an open API, and we start by mapping your sales process, not by switching tools.

Audit my CRM → What we automate
  • works with your current crm
  • clean data rules
  • every automation documented
crm.syncillustration
  • new enquiry captured with its source
  • duplicate contact found and merged
  • deal moved, owner assigned, follow-up task created
no duplicates by rulesource on every leadexample calls
definition

What are CRM automation services?

CRM automation services set up your customer relationship management system so routine updates happen on their own: new enquiries are captured with their source, duplicates are merged, leads are qualified and assigned, follow-up emails and tasks are scheduled, and deals move stage as customers respond. The aim is a CRM your team trusts because it's always up to date, without anyone spending an afternoon copying details between tools.

Works with
GoHighLevel, HubSpot and CRMs with an open API
Automates
Capture, de-duplication, qualification, tasks, follow-ups and stage moves
Connects
Forms, calendars, email, phone systems and other business tools
Ownership
Your CRM and data, with every automation documented
sound familiar?

Signs your CRM needs less typing.

Tap the ones that apply. They go straight into your project brief, so you don't type them twice.

Tap anything that sounds familiar.

what's included

What we automate in your CRM.

The repetitive updates that eat your team's time, handled by rules you can read and change.

01

CRM workflow automation

Rules that update records, move deals and assign owners as things happen.

02

Lead capture & qualification

Enquiries from forms, calls and ads captured with their source and qualified against criteria you agree.

03

Follow-up sequences

Emails, texts and tasks that go out on time and stop when the customer responds.

04

Segmentation & data hygiene

Tags, segments and duplicate rules that keep the database clean as it grows.

05

Integrations

Your CRM connected to the tools around it, such as calendars, phone systems and invoicing, through native connectors or APIs.

06

Dashboards & reporting

Pipeline and source reports you can trust, because the data behind them is complete.

automation that lasts

Quick fixes on top of chaos, or a CRM that keeps itself current?

Automation multiplies whatever is already in your CRM. Clean rules first, then automation.

data you can trust: rarely
Starting pointAutomate whatever is annoying todayMap the sales process, then automate the costly steps
DuplicatesEach tool creates its own contactMatching rules merge records before they multiply
Lead sourceLost after the first formKept on every record for reporting
Follow-upSequences that ignore repliesSequences that stop when someone responds
FailuresNobody notices when a sync breaksError alerts and a log for every integration
DocumentationIn one person's headA written map of every automation and its owner
how it works

Rules first, automation second.

We start with how you sell, so the automation fits the process instead of fighting it.

  1. 01

    Review your CRM

    We look at your pipeline, data quality and the jobs your team does by hand.

    → automation opportunities, ranked
  2. 02

    Agree the rules

    Qualification criteria, ownership, stages and data rules agreed in plain English.

    → CRM rulebook
  3. 03

    Clean the data

    Existing records de-duplicated and tagged, so automation starts from a clean base.

    → cleaned database
  4. 04

    Build and integrate

    Workflows and integrations built and tested on sample records first.

    → working automations
  5. 05

    Monitor and improve

    Error alerts, a short report after launch and adjustments as your process changes.

    → documented system
stack

CRMs and tools we work with.

We pick the simplest tool that does each job reliably, and write down why.

// crms
GoHighLevelHubSpotPipedriveZoho CRM
// automation
Native CRM workflowsZapierMaken8n
// connections
WebhooksREST APIsGoogle WorkspaceMicrosoft 365
// reporting
CRM dashboardsGoogle Analytics 4Looker Studio
what drives the cost

What does CRM automation cost?

Four things shape the work. Set them below, then get an exact quote after a free 20-minute call.

Workflows

Each automation needs rules, building and testing.

Data quality

Messy data needs cleaning before automation can rely on it.

Integrations

Each connected tool needs mapping, error handling and testing.

Teams & roles

More teams mean more ownership rules and permissions.

keep exploring

Related services.

GHA

GoHighLevel automation

Follow-ups, reminders and review requests that run themselves.

Explore → HUB

HubSpot development

HubSpot sites and setups built around your pipeline.

Explore → INT

API integration services

Connect the tools around your CRM properly.

Explore → LGA

Lead generation automation

Capture, qualify and answer every enquiry in minutes.

Explore →
faq

CRM automation questions.

We work in GoHighLevel and HubSpot, and in other CRMs with an open API such as Pipedrive or Zoho. If your CRM can't do what you need, we'll tell you before you spend money on automation.
Usually not. Most problems come from setup and data, not the tool. We only suggest a change if your current CRM can't support the process you need.
We clean and de-duplicate it first, map fields and keep the history. Automation built on messy data just makes the mess bigger, faster.
Native CRM workflows are simplest to maintain. Zapier and Make are good for connecting other tools. For high volumes or sensitive data, a self-hosted tool like n8n can be a better fit. We choose per job and document why.
We map where personal data goes, give each automation only the access it needs, and keep processing in tools covered by your data processing agreements. As the controller, you keep your UK GDPR responsibilities; we help you meet them.
It depends on the number of workflows, how clean your data is, the integrations involved and how many teams use the CRM. Use the builder above, then get an exact quote within 24 hours of a free 20-minute call.
start with a free call

Let's make your CRM update itself.

Tell us which CRM you use and what your team types by hand. We'll come back with the automations worth building first and a quote within 24 hours.

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quote within 24 hours · your crm, your data · every automation documented