Lead routing
New leads go straight to the right person or the right stage in your CRM.
Tool integrations and automation
We connect the tools you already use and let the repeat work run on its own. New leads land in the right place, the right person hears about them, and follow ups go out without anyone copying and pasting.
Only tools you approve
Tested before it goes live
A person in the loop
What we can automate
If your team does the same steps over and over, there is a good chance it can run on its own.
Notifications
Your team hears about new requests, bookings and payments as they happen.
Booking follow up
Confirmations, reminders and follow ups go out after someone books.
Moving data
Customer details move between your apps so nobody types them twice.
Connected forms
Website forms feed your CRM, email or calendar instead of a forgotten inbox.
Repeat tasks
The small, repeat steps that eat up your week, handled for you.
Safe fallbacks
When something fails, there is a plan, and a person finds out.
Only the tools you approve
We never connect anything without your OK. Every integration is chosen for your business, your budget and your privacy needs.
Should you connect or automate?
They sound alike, but they solve different problems. Most projects use a bit of both.
Connect your tools
Your apps share information, so the right details show up in the right place.
- Website forms feed straight into your CRM
- Bookings land on the right calendar
- Payments link back to the customer
- One source of truth instead of three
Automate the work
Repeat tasks run on their own, so your team can focus on customers.
- New leads get routed automatically
- Your team gets notified right away
- Follow ups go out on time
- Data moves without copy and paste
Built to be trusted
Automation should make your day easier, not leave you wondering what it did. Every setup includes these.
Start a project- Tested for real
We run real examples through every step before anything goes live.
- Failure paths
We plan for what happens when something goes wrong, and who hears about it.
- People in the loop
Important messages get a human check before they go out.
- Consent respected
Contact details are only collected and sent with permission.
- Documented
You get notes on what runs, when it runs and how to change it.
- Room to grow
A list of what to automate next, when you are ready.
How an automation project runs
We map your current process first, so we automate the right things and nothing important gets lost.
- Discover
Your goals, customers, tools and what is not working.
Read more - Audit
A close look at your current site and systems.
Read more - Map
A plan for what to keep, rebuild, connect or automate.
Read more - Build
Design and code, plus any approved integrations.
Read more - Test
Phones, forms and notifications, checked for real.
Read more - Handoff
Notes, training and a list of next steps.
Read more
Common questions about automation
Straight answers about connecting your tools and automating the busywork.
Have a different question? Sprout can help, or point you to a real person.
Ask SproutWhich tools can you connect?
The right tools and integrations are chosen for each project after looking at your goals, the tools you use now, your budget and your privacy needs. Tell us what you use and we will tell you what makes sense.
Do I have to buy new software?
Not necessarily. We start with the tools you already have. If something new would help, the plan explains why, and nothing is added without your OK.
Will I lose control of my messages?
No. You approve every tool that gets connected, and consequential messages get a human check before they go out.
What happens if an automation breaks?
Every setup is tested before launch, including what happens when something fails, and a person is told when it does. Ongoing improvements are available as agreed.
How much does automation cost?
Pricing depends on how many tools and steps are involved, so it is scoped for each business. Send a project request and a real person will follow up with you.
Is my customer data safe?
We only ask for what is needed, contact details are collected with consent, and we explain why before anything is saved or sent to a CRM.
Pairs well with automation
Automation works best when you know how your tools connect and have a plan for after launch.