RevOps · Automation
Automation that removes manual handoffs between marketing and sales.
We connect your tools so leads are enriched, scored, routed and followed up automatically, and your team spends time on conversations instead of exports.
Overview
Marketing and sales automation, as part of one growth system.
Most growth teams lose hours every week moving data between tools. Automation fixes that, but only when it sits on a clean CRM with agreed definitions.
We build workflows that connect email marketing, cold email, LinkedIn outreach and your CRM, using native features first and tools like Zapier, Make, n8n and Clay where needed.
Marketing and sales automation is part of our revenue operations service.
Specialist services
Specialist Marketing and sales automation services.
Each part of our marketing and sales automation work is also available on its own, or combined into one program.
B2B Marketing Automation
B2B marketing automation that nurtures leads, tracks engagement, scores interest and hands sales-ready leads to your team, built in your existing platform.
Learn moreB2B Sales Automation
B2B sales automation that removes repetitive admin: task creation, deal updates, reminders, meeting logging and handoffs inside your CRM.
Learn moreB2B Lead Scoring
B2B lead scoring that combines ICP fit with buying intent, built in your CRM, so sales prioritises the leads most likely to become opportunities.
Learn moreB2B Lead Routing
B2B lead routing that assigns every lead to the right owner by territory, segment, account or round robin, with alerts and SLAs, built in your CRM.
Learn moreCRM Workflow Automation
CRM workflow automation that keeps records updated, triggers actions and connects processes across teams in HubSpot, Salesforce and other CRMs.
Learn moreB2B Sales Follow-Up Automation
Sales follow-up automation that sends timely reminders, sequences and nudges after meetings, proposals and enquiries, so no opportunity is forgotten.
Learn moreB2B Marketing Attribution
B2B marketing attribution that tracks sources from first touch to closed revenue across inbound and outbound, with a model your leadership can trust.
Learn moreB2B Revenue Dashboards
B2B revenue dashboards that show pipeline created, conversion, velocity and revenue by source, built in your CRM or BI tool for leadership and teams.
Learn moreWhat's included
Everything we set up and run for you.
Lead scoring
Fit and engagement scores that reflect real buying signals.
Routing and alerts
The right person notified in Slack or email within minutes.
Enrichment workflows
New leads automatically completed with company and role data.
Cross-tool sync
Outreach replies, meetings and deal stages kept in sync.
Signal-based triggers
Website visits and engagement used to time outreach.
Documentation
Every workflow documented so your team can maintain it.
How it connects
Stronger when it works with the rest of your system.
Automation is what lets inbound signals reach outbound in time: when a target account engages with your content, the right rep can be alerted and the right sequence can start.
CRM implementation
CRM implementation, cleanup and lifecycle setup for HubSpot, Salesforce, Zoho and GoHighLevel, so marketing and sales work from one source of truth.
Learn more RevOpsAccount-based marketing
Account-based marketing that coordinates paid media, content, cold email and LinkedIn around your highest-value target accounts, with account-level reporting.
Learn more InboundEmail marketing
B2B email marketing and lead nurturing that moves interested buyers toward a sales conversation, with lifecycle flows connected to your CRM.
Learn more OutboundAppointment setting
B2B appointment setting that handles replies, qualifies interest and books meetings straight into your calendar, with full context in your CRM.
Learn moreHow we work
From kickoff to live campaigns.
- Step 1
Map current handoffs and gaps
- Step 2
Design workflows and data flow
- Step 3
Build, test and monitor
- Step 4
Document and hand over
Tools we use
Built on the tools your team already knows.
ClayHubSpotSlackIndustries
Marketing and sales automation for your industry.
Related reading
Guides on marketing and sales automation.
Inbound marketing
B2B lead nurturing: email flows that convert
How to build B2B lead nurturing email flows: which flows to start with, what to put in them, and how to hand engaged leads to sales at the right moment.
6 min readRevenue operations
Lead scoring for B2B: fit plus intent
How to build a B2B lead scoring model that combines ICP fit with buying intent, set thresholds, avoid common mistakes and route leads automatically.
6 min readRevenue operations
Zapier vs Make vs n8n for RevOps automation
Zapier, Make or n8n for marketing and sales automation? How each tool works, where it fits best in a RevOps stack, and how to choose for your team.
6 min readOutbound sales
Clay vs Apollo: which B2B data tool should you use?
Clay vs Apollo compared: data sources, enrichment, list building, outreach features, ease of use and which teams each B2B data tool suits best.
5 min readRevenue operations
Best AI workflow automation tools for B2B teams
The best AI workflow automation tools for B2B teams: Zapier, n8n, Make, Relay.app, Lindy and Gumloop, with who each suits and how to choose.
5 min readRevenue operations
Best automation tools for B2B sales and marketing
The best automation tools for B2B sales and marketing teams, from no-code platforms like Zapier and Make to developer tools like n8n and Pipedream.
5 min readFAQ
Common questions.
Zapier, Make, n8n or Clay?
It depends on volume, complexity and budget. We use native CRM features first, then the simplest tool that does the job reliably.
What happens if an automation breaks?
We add monitoring and alerts, and document every workflow so issues are quick to find and fix.
Can automation replace SDRs?
It replaces repetitive tasks, not judgement. Good automation gives SDRs more time for real conversations.
More revenue operations
Other revenue operations services.
CRM implementation
CRM implementation, cleanup and lifecycle setup for HubSpot, Salesforce, Zoho and GoHighLevel, so marketing and sales work from one source of truth.
Learn more RevOpsAccount-based marketing
Account-based marketing that coordinates paid media, content, cold email and LinkedIn around your highest-value target accounts, with account-level reporting.
Learn moreReady to connect inbound and outbound?
Tell us about your team and we will show you where your pipeline could grow.