Service
Custom CRM Workflows
We build CRM workflows with custom enrichment, automation and integrations — designed around the way your team actually works.
What it is
Every business runs its CRM a little differently. We design and build bespoke workflows inside your CRM — automating data enrichment, record creation, routing and notifications — shaped entirely around your processes rather than a one-size-fits-all template.
What we can build
- Custom enrichment triggered by your own rules and conditions
- Automated record creation, association and de-duplication
- Field mapping and data transformations
- Scheduled or event-driven automations
- Alerts and notifications routed to the right people
- Integrations with Red Flag Alert and other tools via API
How it works
- Discover — we map your current process, data and goals.
- Design — we propose a workflow and the data it will use.
- Build — we implement and test it inside your CRM.
- Support — we monitor, refine and support it over time.
Supported CRMs
HubSpot, Salesforce, Microsoft Dynamics, Zoho and Pipedrive — with other platforms available on request.
Interested?
Tell us about the process you'd like to automate and we'll suggest how a custom workflow could help.