Data handling and automation that takes the copy-paste out of your week
CRM automations, data migration, reporting and workflow automation that connect your tools and stop the busywork.
What data handling & automation means here
Somewhere in your business, someone is copying data from one system into another. Leads get typed into the CRM by hand, invoices are matched in a spreadsheet, and the weekly report takes half a day. It works until someone is away or makes a typo.
We find those tasks, automate them and make sure the data behind them is clean. That can mean a few smart CRM workflows, a full data migration or a custom integration between systems that were never meant to talk.
What's included
CRM automation
Lead routing, follow-up sequences, deal stages and task creation in HubSpot and other CRMs.
Data migration
Move contacts, orders and records between systems with mapping, cleanup and validation.
Reporting and dashboards
Reports that update themselves, pulling from your CRM, ads, analytics and accounting.
Workflow automation
Zapier, Make or custom scripts that handle repeatable steps reliably.
Data cleanup
Deduplication, standard formats and missing-field fixes, so your data is usable again.
Integrations and webhooks
Custom connections between tools when off-the-shelf connectors don't go far enough.
What you get out of it
- Fewer manual errors
- Automations don't mistype email addresses or forget a step on a Friday afternoon.
- Faster follow-up
- New leads get routed and contacted in minutes, not whenever someone checks the inbox.
- Reports that build themselves
- Live numbers on a dashboard instead of a weekly spreadsheet marathon.
- Data you can trust
- Clean, consistent records make every other tool you use work better.
How a project runs
Map
We document your current workflows and find the manual steps worth automating.
Design
A plan for each automation: triggers, data flow, error handling and who gets notified.
Automate
Build, test with real data and roll out in stages, so nothing breaks at once.
Monitor
Alerts, logs and monthly checks keep automations running as your tools change.
FAQ
Data Handling & Automation questions
Don't see yours? Ask us directly. We answer every message.
Which tools do you work with?
HubSpot, Salesforce, Google Workspace, Microsoft 365, Shopify, WooCommerce, QuickBooks, Xero, Zapier and Make are common, and we can work with most tools that have an API.
How do you keep our data secure?
We use your own accounts wherever possible, ask only for the access a job needs, avoid storing copies of your data and remove access when the work is done.
What happens if an automation breaks?
Automations are built with error alerts and logs, so problems are caught quickly. On a support plan, we fix them for you.
Where should we start?
With the task that wastes the most time each week. One well-chosen automation usually pays for itself and shows where to go next.
Works well with
Digital Marketing
SEO, Google Ads, paid social and the tracking to prove what's working. We optimize for leads and sales, not vanity metrics.
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Web Development
Custom websites, WordPress, Shopify and headless Next.js builds. Fast, accessible and set up for search from the first commit.
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E-commerce
Shopify and WooCommerce stores with smooth checkout, Canadian shipping and taxes set up properly, and marketing that drives sales.
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Ready to talk about data handling & automation?
Send a few details and we'll come back within one business day with questions or a quote.