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Solution · B2B marketing

A marketing automation agency that builds for your pipeline

B2B marketing teams lose hours moving leads between forms, the CRM and sales. We build private automations that qualify every inbound enquiry, enrich the CRM, and route the right leads to the right rep — delivered as tools in your own dashboard, wired into the stack you already run.

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What we automate for marketing teams

Lead qualification & scoring

Every inbound form, email and chat is scored against your ICP criteria — firmographics, intent signals, budget — and tagged fit, urgency and value before it reaches a rep.

CRM enrichment

New contacts are enriched with company size, industry, tech stack and decision-maker data the moment they land, so your CRM is complete without a rep typing anything.

Inbound routing to sales

Qualified leads are routed to the right rep by territory, segment or round-robin, with a notification in Slack or your CRM. Unqualified leads drop into nurture automatically.

Nurture & follow-up triggers

Sequence enrolment, task creation and reminder cadences fire on the events that matter — a demo booked, a pricing page visit, a reply received — so nothing goes cold.

Inputs and outputs

What you provide

  • Your CRM (HubSpot, Salesforce, Pipedrive) or Airtable
  • Your ICP and lead scoring criteria
  • Inbound sources — forms, inbox, ad leads, chat
  • Your routing rules — rep territories and segments

What you get back

  • Every inbound enquiry scored and tagged in seconds
  • CRM records enriched without manual data entry
  • Qualified leads routed to the right rep instantly
  • Unqualified leads sent to the right nurture path
  • A run history you can audit per lead and per workflow

Built for B2B teams, securely

Lead and customer data is sensitive — company names, deal values, contact details. WorkFlowBot isolates each company's pipeline and enrichment data by tenant, so one team never sees another's leads, and access is limited to the users you authorise. A broken workflow on one tenant never touches the rest.

Per-company isolation Lead qualification CRM enrichment

Marketing automation agency questions

What does a marketing automation agency do?

A marketing automation agency designs, builds and maintains the workflows that move leads and customer data between your tools — qualifying inbound enquiries, enriching CRM records, routing the right contacts to sales, and triggering nurture sequences — so your marketing team isn't manually copying data between platforms.

How is this different from buying HubSpot or Marketo?

Marketing automation platforms give you the building blocks. An agency builds the actual workflows on top of them — and on top of the tools they don't connect natively. We wire together your CRM, ad platform, inbox and data sources, then hand you a private dashboard to run and audit every workflow.

Can you automate lead qualification for our inbound forms?

Yes. We classify every inbound enquiry by fit, intent and urgency using your criteria, enrich it with firmographic data, and route the qualified leads to the right rep in seconds. Unqualified leads are dropped into a nurture path automatically.

Which CRMs and tools do you integrate with?

HubSpot, Salesforce, Pipedrive, Airtable, plus your inbox, forms, ad platforms and data enrichment providers. If it has an API or a webhook, we can build against it — and we log every run so you can audit what happened.

Is our customer and lead data kept private?

Each company's leads, contacts and enrichment data are isolated by tenant. One team's pipeline never touches another's, and access is limited to the users you authorise. A broken workflow on one account can't leak into the rest.

Get marketing automation built for your pipeline

Tell us where leads are getting stuck between your forms, CRM and sales reps. We scope it, build it against your real inbound, and hand it over as a tool in your dashboard.

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