Record each opportunity
We identify channel and landing page, connect existing contacts and avoid duplicate CRM records.
Sales and CRM automation / IDEIDEV
WhatsApp and CRM lead follow-up
We connect approved sales enquiries with the CRM to record source, owner and next action. The workflow detects duplicates, reminds staff about pending conversations and stops when a person replies; it does not send context-free bulk messages.
From Alicante for businesses across Spain · AI, n8n and custom development
01 — THE SOLUTION
A workflow built around your business.
We connect approved sales enquiries with the CRM to record source, owner and next action. The workflow detects duplicates, reminds staff about pending conversations and stops when a person replies; it does not send context-free bulk messages.
We study your tools, where the data comes from and the decisions your team must make. Then we define which steps can be automated, which exceptions need review and how to measure whether the system really saves work.
We can connect existing services through n8n or write custom code when the process needs greater control. We agree the scope with you before implementation.
PRACTICAL APPLICATION
What this automation covers.
Notify the owner
We define hours, priorities and tasks so valuable enquiries do not go unanswered.
Respect consent
We apply contact permissions and rules, keep an audit trail and escalate exceptions to the sales team.
02 — OUR PROCESS
From problem to working system.
Define the real use case
We review inputs, outputs, tools, volume and exceptional cases with you.
Connect and test
We design the workflow, permissions and checkpoints. We test it with real examples before launch.
Track the results
We monitor errors and outcomes to refine rules, document changes and keep the process useful.
03 — LET’S TALK
Ready to automate this workflow?
Tell us how it currently works in your business. We will reply directly on WhatsApp, with no form.