CRM AUTOMATION

Let the CRM handle the admin. Your team handles the conversations.

We set up workflows that route accounts, turn buying signals into tasks, send Slack alerts and start approved campaigns. Every rule is agreed with your team before it runs.

Start with a call See what we automate

Workflow · Signal to next step

Trigger

A target account shows an agreed signal

Check

In ICP, Tier A, has an owner, no open task

Task

For the account owner

Slack alert

Posted to the sales channel

Campaign

Approved sequence for the buyer role

Slack · #sales-signals

ElevasionXApp

New signal on Figma

Signal
Hiring a Head of RevOps
Source
Company careers page
Fit
In ICP, Tier A
Owner
Regional account executive
Next step
Task created, due Friday

Works inside the CRM you already use

  • HubSpot
  • Salesforce
  • Zoho CRM
  • Pipedrive
  • Dynamics 365
  • Freshsales
  • monday CRM
  • Close
  • Attio

Manual CRM work fills the day before selling starts

Assigning accounts, creating follow-up tasks and chasing missing fields takes time every week.

When it slips, new leads sit without an owner and signals arrive with nobody to act on them.

We automate the repeatable steps and leave the judgement calls to your team.

Rules run.
People sell.

Every workflow is agreed, tested and documented before it goes live.

What usually happens

Manual follow-up

  • New leads waiting for someone to assign them
  • Signals noticed with no task attached
  • Follow-ups that depend on memory
  • Slack updates copied by hand
  • Records updated only when someone has time

What we set up

Automated, with your approval

  • Accounts routed by your territory and segment rules
  • A task with context when an agreed signal arrives
  • Alerts in the Slack channel your team already uses
  • Approved campaigns that start on time
  • Record stages updated on agreed triggers

WHAT WE AUTOMATE

Workflows we set up

Routing

Send each account to the right owner.

Assign companies and contacts by territory, segment or rotation, based on your rules.

Every new lead gets an owner and a first task.

Signal tasks

Turn a signal into a next step.

When a target account shows an agreed signal, the CRM creates a task for the owner with the source attached.

Slack alerts

Tell the team where they already work.

Post agreed signals and replies to the right Slack channel, with a link to the record.

Campaign enrolment

Start approved outreach on time.

Add contacts to approved campaigns when signals arrive, within the targeting and messages you signed off.

Record upkeep

Keep records tidy.

Flag duplicates, fill missing fields and update record stages on agreed triggers.

Testing before launch

Rules are checked first.

We test each workflow before it goes live, in a sandbox where your CRM plan has one, and turn it on after your sign-off.

Documentation

Know what every rule does.

Each workflow is written down with its trigger, checks, actions and owner, so your team or a future admin can maintain it.

Example

From signal to task

  1. Trigger

    An agreed signal reaches a company record.

  2. Check

    The workflow checks the owner, tier and recent activity.

  3. Act

    It creates a task, posts a Slack alert or enrols contacts in an approved campaign.

  4. Hand off

    When a prospect replies, your team takes the conversation forward.

ACROSS YOUR FUNNEL

Automation for prospects, deals and customers

Automation usually starts with new leads. Open deals and existing customers need follow-up rules too.

We set up tracking, follow-up and team updates for all three.

01 · PROSPECTS

New prospects

TRACK
Agreed signals and ICP fit on target accounts.
FOLLOW UP
An owner from your routing rules, with a first-touch task.
SHARE
Priority signals posted to your sales channel.

02 · OPEN DEALS

Active conversations

TRACK
Replies, stage changes and quiet periods on open deals.
FOLLOW UP
A nudge task when a deal stalls past the limit you set.
SHARE
Next steps and stage changes visible in one view.

03 · CUSTOMERS

Existing customers

TRACK
Renewal windows and contact changes at customer accounts.
FOLLOW UP
Tasks for the account manager ahead of each renewal.
SHARE
Customer changes posted before the renewal review.

WHAT WE MEASURE

Volume, velocity
and value

Three questions about your workflows, answered from your CRM.

VolumeHow much runs?
Leads routed, tasks created and alerts sent each week.
VelocityHow fast do we act?
Time from a lead or signal arriving to the owner's first touch.
ValueDoes it move pipeline?
Pipeline from accounts worked through automated tasks, by workflow.

Your weekly report covers

  1. Workflows running, and any that failed.

  2. Leads routed and tasks created.

  3. Tasks completed and still open.

  4. Volume, velocity and value by workflow.

  5. Changes we suggest to the rules.

Who handles what

We build the rules.
Your team acts on them.

ElevasionX

We handle

  • Map your current process and handoffs.
  • Design workflows for routing, tasks and alerts.
  • Test each workflow before it goes live.
  • Document every rule.
  • Monitor workflows and fix what breaks.
After launch

We monitor the workflows and adjust them as your process changes.

Your sales team

Your team handles

  • Provide CRM and Slack access.
  • Approve each rule before it goes live.
  • Act on the tasks the workflows create.
  • Handle replies and sales conversations.
When a prospect replies

Your team takes the conversation forward.

PLANS

Automation in each plan

CRM automation is partial on Pro and complete on Enterprise. We confirm what each covers for your CRM during the review.

Scroll the table sideways to compare
Automation scopeWhat each plan includes.Monthly service feesBasic$499per monthAsk about BasicPro$1,497per monthAsk about ProEnterprise$1,997+per monthAsk about Enterprise
CRM AutomationNoPartialComplete
CRM EnrichmentNoYesYes
Campaigns3/mo7/mo15+/mo
Signals tracked51050+
Slack supportYesYesYes
ConsultingMonthlyBiweeklyWeekly

Partial covers signal fields, enrichment sync, CRM tasks and Slack alerts.

Complete adds lead routing, pipeline stage rules, dashboards and tool integrations.

Compare all plan features

Is this for your team?

Less admin.
Faster follow-up.

For B2B teams whose follow-up depends on people remembering to do it.

  1. 01Your team works from a CRM and Slack.
  2. 02You can describe how leads should be routed.
  3. 03Your team will act on the tasks it receives.

Our approach

Agree the rule.
Then automate it.

Every trigger, check and action is agreed and tested before it runs.

Automation speeds up follow-up. Replies, meetings and sales are not guaranteed.

Automation questions.

Rules, approvals, testing and handover.

Do you replace our CRM?

No. We work with your existing CRM and agree the fields and workflows we can update.

Can automation send messages without our approval?

No. You approve targeting and messages before a campaign starts. Campaigns then run when signals arrive, within that plan.

What is the difference between partial and complete automation?

Partial covers signal fields, enrichment sync, CRM tasks and Slack alerts. Complete adds lead routing, pipeline stage rules, dashboards and tool integrations.

Do changes go live without our approval?

No. We list each rule first and turn it on after your sign-off.

How do you test workflows?

We test each one before launch, in a sandbox where your CRM plan has one.

Can we change a workflow later?

Yes. We adjust workflows as your process changes, within your plan's scope.

Which CRMs do you work with?

We work with HubSpot, Salesforce, Zoho CRM, Pipedrive, Dynamics 365, Freshsales, monday CRM, Close and Attio.

Who maintains the workflows?

We do while we work together. After 90 days you can take over the system. We hand it over and train your team for 2 weeks.

Related pages

Explore RevOps Explore CRM enrichment Browse the list of signals

Let's map your workflow

Tell us how accounts, signals and replies move through your CRM today.

We'll show you what we would automate first.

Start with a call