AI Process Automation ServicesSumit Joshi
Our AI Automation service helps businesses streamline sales, CRM, and marketing operations by connecting platforms and removing manual work. It is commonly used for sales automation, lead management, and CRM workflows, ensuring every inquiry is captured, tracked, and followed up without delays.
We automate marketing data flows from platforms like Meta and Google, syncing leads directly into your CRM with proper tagging, routing, and notifications. This creates a single, reliable system where sales teams can focus on closing while automation handles lead capture, follow ups, reporting, and internal updates. The result is faster response times, cleaner data, and better visibility across sales and marketing activities.
What's included
Automation Blueprint
A concise document outlining what will be automated, key workflows, integrations involved, and expected outcomes.
AI Agents Setup
Configured AI agents designed to handle tasks like onboarding, follow ups, data processing, or internal coordination based on your requirements.
Automated Workflows
Fully implemented automation flows connecting triggers, actions, and conditions across your tools to eliminate manual work.
Tool and System Integrations
Secure connections with CRMs, communication tools, databases, and third party platforms to ensure seamless data exchange.
Notifications and Reporting
Automated alerts, summaries, and basic reports that keep teams informed and provide visibility into system activity.
Documentation and Handover
Clear documentation covering setup, logic, and maintenance so your team can manage and scale the automation confidently.
Contact for pricing
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Make
N8N
Zapier
AI Automation
AI Developer
AI Engineer
Service provided by
Sumit Joshi proAhmedabad, India
- 5.00
- Rating
- 11
- Followers
AI Process Automation ServicesSumit Joshi
Our AI Automation service helps businesses streamline sales, CRM, and marketing operations by connecting platforms and removing manual work. It is commonly used for sales automation, lead management, and CRM workflows, ensuring every inquiry is captured, tracked, and followed up without delays.
We automate marketing data flows from platforms like Meta and Google, syncing leads directly into your CRM with proper tagging, routing, and notifications. This creates a single, reliable system where sales teams can focus on closing while automation handles lead capture, follow ups, reporting, and internal updates. The result is faster response times, cleaner data, and better visibility across sales and marketing activities.
What's included
Automation Blueprint
A concise document outlining what will be automated, key workflows, integrations involved, and expected outcomes.
AI Agents Setup
Configured AI agents designed to handle tasks like onboarding, follow ups, data processing, or internal coordination based on your requirements.
Automated Workflows
Fully implemented automation flows connecting triggers, actions, and conditions across your tools to eliminate manual work.
Tool and System Integrations
Secure connections with CRMs, communication tools, databases, and third party platforms to ensure seamless data exchange.
Notifications and Reporting
Automated alerts, summaries, and basic reports that keep teams informed and provide visibility into system activity.
Documentation and Handover
Clear documentation covering setup, logic, and maintenance so your team can manage and scale the automation confidently.
Contact for pricing