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AI-Driven Zapier & Make Business Process Automation

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AI-driven Zapier & Make
business process automation

Fast-to-deploy Zapier and Make automations that connect your CRM, inbox and sales tools, with AI doing the reading, scoring and drafting, so repetitive tasks stop landing on your team.

Request a custom integration ↗See what it does

BEST FOR

Sales, ops and service teams

CONNECTS

CRM, inbox, Slack, Google

AI

Scoring, drafting, parsing

YOU OWN

The workflows and accounts

THE PROBLEM WE SOLVE

Why teams
choose this solution

Leads wait while someone looks them up, emails sit in drafts and important updates never reach the right channel.

We build multi-step automations that react in seconds: leads are enriched and routed, documents are read, and the team is told what needs attention.

BUILT FOR

  • Sales teams
  • Small and growing businesses
  • Customer service teams
  • Agencies and consultancies

PLATFORMS & TOOLS

  • Zapier
  • Make
  • OpenAI / Claude
  • HubSpot / Salesforce
  • Slack / Teams
  • Google Workspace

KEY FEATURES

What the solution
does for you

01

Automatic lead enrichment

New leads are looked up and completed with company details.

02

AI lead scoring and routing

AI qualifies each lead and routes it to the right person in HubSpot or Salesforce.

03

AI email drafting

Replies and follow-ups are drafted for a person to review and send.

04

Document parsing

Invoices, forms and attachments are read and turned into data.

05

Instant team alerts

Slack or Teams messages flag what needs attention, when it happens.

06

Webhook bridges

Older software is connected to modern no-code tools through webhooks.

HOW IT WORKS

Step by step,
end to end

STEP 01

Trigger

A form, email, payment or CRM change starts the automation.

STEP 02

Enrich and understand

Data is looked up and AI reads, scores or summarises it.

STEP 03

Act

Records are updated, drafts written and tasks created.

STEP 04

Notify

The right person is alerted with everything they need.

PROOF

Related work
for our clients

See all case studies →

HOW WE WORK

One clear process
for every integration

01

Discovery & mapping

We map your current systems, data and bottlenecks, then agree scope and success measures.

02

Architecture & build

We design the data flow and build type-safe middleware and custom API endpoints.

03

Sandbox testing

Every sync is tested against real edge cases and simulated peak traffic before go-live.

04

Launch & monitoring

Zero-downtime release, with logging and error alerts so issues are caught early.

FAQ

Questions we
hear most

Zapier or Make, which is better?

Zapier is quickest for simple flows; Make is cheaper and more flexible for complex ones. We recommend based on your volumes and logic.

Will AI send emails without us checking?

Only if you want it to. By default AI drafts, and a person reviews and sends.

What if our automations get too expensive?

We can move high-volume workflows to a self-hosted n8n server with no per-task fees.

How much does it cost?

It depends on the systems and data involved. After a short discovery you get a fixed-price estimate for the build and a clear monthly figure for hosting and support.

What happens after launch?

We monitor the integration, fix issues fast and update it when the connected systems change versions. You own the code, data and accounts from day one.

RELATED SOLUTIONS

Often built
alongside this

See all 12 solutions →

WORK WITH US

Tell us what
you need connected

Share the systems you use today and what you want them to do. We reply with clear next steps and a written estimate before any work starts.

Request a custom integration ↗Contact us

  • 01Tell us about your systems and goals
  • 02Get a written estimate before any work
  • 03Your code, data and accounts stay yours

Work

B&B

November 4, 2025

Last updated: