Marketing Agency : Discover 5 CRM Automations That Will Save You Time Every Week
Introduction
A marketing agency juggles briefs, campaigns, deadlines, and follow-ups daily. To avoid drowning in tasks, automation becomes strategic. Here are 5 simple yet powerful CRM automations to streamline your agency.
1. Auto Follow-Up for Inactive Leads
A lead showed interest but stopped replying? Set up an automated email sequence:
- Day 3: reminder with quote
- Day 7: personal message from project manager
- Day 14: final follow-up before archiving
Stay in touch without thinking about it.
2. Internal Alert When a Lead Warms Up
When a prospect opens an email or clicks a key link (calendar, quote…), the CRM alerts the sales or project lead. This enables a timely, high-impact call.
3. Auto Contact Creation from Forms
Using tools like Zapier or Make, a submitted web form can:
- Create a CRM contact
- Trigger a qualification task
- Launch a nurturing sequence
Manual data entry becomes obsolete.
4. Automated Follow-Up After a Proposal
After sending a proposal, schedule an automatic email 48 hours later:
Example: “Hello, have you had time to review our proposal? We’re available to discuss further.”
Stay professional without the extra effort.
5. Auto-Upgrade to “Loyal Client” Status
Once a client completes two projects or renews a subscription, change their status to “loyal.” This allows targeted upsell or referral campaigns.
Useful Integrations for a Marketing Agency
Boost these automations with popular tools:
- Zapier: connect CRM to Google Sheets, Notion, Slack
- Calendly: streamline appointment bookings
- LinkedIn: use tools like LaGrowthMachine to auto-add contacts
- Email marketing: automate campaigns via MailerLite or Sendinblue
Conclusion
A well-automated CRM helps a marketing agency save time, avoid mistakes, and boost professionalism. These automations let you focus on strategy while delivering consistent, high-quality client service.
