What to automate first (highest ROI)
- Lead routing: forms → CRM → Slack/email alerts
- Lead enrichment: company data + deduplication
- Reporting: weekly KPI snapshots
- Content pipeline: brief → draft → publish checklist
Recommended tool (no-code automation)
Make (Integromat) is a strong fit when you need flexibility and many integrations.
Evaluation checklist
- Integrations you actually use (CRM, email, sheets, CMS)
- Error handling + retries
- Observability (logs, alerts)
- Permissions and team access
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