CRM Workflow Automation at NSI streamlines sales, marketing, and customer support processes—leveraging platforms like HubSpot, Zoho, and Salesforce to automate tasks, nurture leads, and improve team efficiency.
At Net Studios Inc., our CRM Workflow Automation services are designed to help businesses unlock the full potential of their customer relationship management systems. Using industry-leading platforms like HubSpot, Zoho CRM, Salesforce, and Pipedrive, we build custom workflows that automate repetitive tasks, trigger personalized communications, and ensure that every lead and customer receives the right attention at the right time.
From lead scoring and lifecycle management to marketing automation and pipeline automation, our certified CRM experts work with your sales and marketing teams to increase productivity, reduce manual errors, and accelerate revenue.
Our CRM automation services include:
CRM audit & automation strategy
Custom workflow creation (sales, marketing, onboarding, support)
Email automation & lead nurturing sequences
Lead capture forms, scoring, and assignment rules
Automated task creation, follow-up reminders, and deal routing
CRM-to-email/calendar integration (Google Workspace, Outlook)
Webhooks and API integration with third-party tools (Slack, Zoom, Stripe)
Workflow analytics and A/B testing
GDPR/CCPA-compliant automation flows
Training, documentation, and team onboarding
Why NSI?
We don’t just automate CRM tasks—we build smart, scalable workflows that turn your CRM into a growth engine, aligning sales, marketing, and support around one unified system.