Workflow & Process Automation
Connect your tools into seamless automated processes
The Challenge
Your team uses 8 different tools. Information lives in silos. Manual copying between systems creates errors and wastes hours. A new client comes in — someone has to manually update the CRM, create the project, send the invoice, and add them to Slack. Each handoff is a potential failure point. Each manual step is time your team could spend on higher-value work.
What We Connect
We integrate your existing tools and build workflows around how your business actually operates.
Common Integrations
- ⚙Google Workspace (Gmail, Drive, Sheets, Calendar)
- ⚙CRM systems (HubSpot, Salesforce, Pipedrive)
- ⚙Accounting tools (Xero, QuickBooks, FreeAgent)
- ⚙Payment processors (Stripe, GoCardless)
- ⚙Slack and Microsoft Teams
- ⚙Project management (Notion, Asana, Monday.com)
Plus hundreds more via API integrations and automation platforms
Example Workflows
Sales & Client Onboarding
New lead in CRM → auto-create project → send welcome email → create invoice in accounting → add to project management → notify Slack channel
Finance & Operations
Invoice received → extracted data → matched to PO → auto-approved if within budget → payment scheduled → reconciled in accounting → manager notified
Typical Results
Case Study
“SMEConnected CRM, accounting, and project management. Eliminated 3 hours of manual data entry daily.
A growing UK consultancy was manually copying client data between HubSpot, Xero, and Notion every day — 3 hours of pure admin. We built an automated workflow that syncs all three in real-time. When a deal closes in HubSpot, the invoice is created in Xero and the project is set up in Notion automatically. Zero manual steps. Zero errors. 15 hours per week returned to the team.
Investment & Timeline
Fixed price agreed before any work begins
From discovery to live deployment
Ready to Connect Your Tools?
Book a free process audit. We'll map your workflows and identify exactly where automation delivers the most value.