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CRM Automation Experts UK

Your CRM Should Work For You. Not The Other Way Around.

We build custom automated CRM workflows that eliminate manual data entry, keep your pipeline accurate, and let your sales team focus on closing—not admin.

API-First Approach GDPR Compliant Real-Time Sync
Book a CRM Audit See Example Workflows
85%
Less Manual Data Entry
3.2x
Faster Deal Velocity
99%
Data Accuracy
Live Pipeline View
Lead
Apex Ltd
£12,500
Nova Co
£8,200
Qualified
Bolt Inc
£24,000
AI Enriched
Proposal
Pinnacle
£45,000
Auto-scored
Won
Vertex
£32,000
12 automations active Last sync: 2 min ago
CRM API Specialists
UK-Based Team
Multi-CRM Experience
GDPR & SOC2 Ready
The CRM Problem

Your CRM Is Only as Good as the Data Inside It

These are the CRM challenges we solve every day for sales teams across the UK.

Manual Data Entry Hell

Reps spend 28% of their week on admin instead of selling. Contact details, meeting notes, and deal updates entered by hand—then forgotten.

Auto-capture from email, calls & forms

Stale Pipeline Data

Deals sitting in "Proposal" for 90 days. No one knows which opportunities are real and which are dead. Forecasting becomes guesswork.

Automated deal stage progression rules

Duplicate & Dirty Records

Three records for the same contact. Conflicting company names. Phone numbers in the wrong format. Your CRM is a liability, not an asset.

AI-powered deduplication & normalisation

Missed Follow-Ups

Leads go cold because tasks aren't created. Follow-up reminders buried in a sea of notifications. Deals slip through the cracks, with lost revenue to show for it.

Intelligent task creation & escalation

Disconnected Tools

CRM doesn't talk to your invoicing. Marketing data lives in a separate silo. Customer support has no context on active deals. Systems exist in silos.

Bi-directional sync across your stack

No Lead Intelligence

New leads arrive as blank records. No firmographic data, no social profiles, no engagement history. Your team is selling blind.

Automated data enrichment on ingest
The Transformation

Before & After CRM Automation

See what changes when your CRM works as an engine, not just a database.

Manual CRM

The Spreadsheet-in-Disguise

Reps manually logging every call, email, and meeting
Pipeline reviews based on gut feeling, not data
Lead assignment by round-robin or luck
Customer data fragmented across 5+ tools
No visibility into deal health or risk
Automated CRM

The Revenue Intelligence Engine

Activities auto-logged from email, calendar & phone
AI-scored pipeline with deal risk alerts
Intelligent routing based on lead score & capacity
Single source of truth with real-time bi-directional sync
Automated follow-ups, task creation & escalation
Example Workflows

Automated CRM Workflows We Build

Real workflows we deploy for sales and GTM teams. Each one eliminates hours of manual work every week.

Deal Pipeline Automation

Auto-progress deals based on activity signals. Move stale deals to review, notify managers of at-risk opportunities, and auto-close abandoned deals after configurable timeouts.

40% faster deal velocity

Lead Data Enrichment

New leads auto-enriched with firmographic data, LinkedIn profiles, tech stack, and revenue estimates. AI scores each lead based on ICP fit before your rep even sees them.

15 data points per lead

Smart Deduplication

Fuzzy-match algorithms detect duplicate contacts, companies, and deals. Merge records intelligently—keeping the most complete data while preserving activity history.

99.2% match accuracy

Automated Task Management

Auto-create follow-up tasks after meetings, calls, and form submissions. Escalate overdue tasks to managers. Redistribute workload when reps hit capacity.

6hrs saved per rep/week

Cross-System Data Sync

Real-time bi-directional sync between your CRM, accounting (Xero/QuickBooks), support desk (Zendesk), and marketing (Mailchimp/ActiveCampaign). One customer record, everywhere.

Real-time sync < 30s

AI Conversation Logging

Automatically transcribe calls, extract action items, and log them as CRM activities. AI summarises meetings into structured notes with next steps and deal signals.

Zero manual note-taking
CRM Integrations

We Integrate With Your CRM

Deep API expertise across every major CRM platform. Not just connecting fields—building intelligent data flows.

HubSpot Full API Suite
Salesforce REST & SOAP APIs
Pipedrive REST API v1 & v2
Zoho CRM REST API v5
Monday CRM GraphQL API
Close CRM REST API
Copper REST API
Airtable CRM REST & Metadata API
Deep Expertise

CRM API Experts

We don't just connect tools. We understand CRM data models, API rate limits, webhook payloads, and custom object schemas at a deep level.

REST & GraphQL APIs

Native API integration with OAuth2, API keys, JWT tokens, and custom authentication flows across every CRM.

Webhook Orchestration

Real-time event-driven workflows triggered by CRM actions. Deal stage changes, new contacts, and custom events.

Custom Object Schemas

We work with custom objects, calculated fields, associations, and complex data models unique to your CRM setup.

Rate Limit Management

Intelligent queuing and batching to respect API limits while keeping data fresh. No throttling, no dropped records.

Ready to Unlock Your CRM's Potential?

Book a free CRM audit. We'll review your current setup, identify automation opportunities, and show you what's possible—no sales pressure.

Book a Free CRM Audit Email Us Directly

No commitment required. Free 30-minute audit with actionable recommendations.

Real Results

Success Stories

Discover how UK businesses are transforming their operations and achieving measurable ROI with flowio's AI automation solutions.

Energy & Renewables
533+ Hours Saved
£160K Recovered
Edinburgh, UK

Renewables Company Saves 533+ Hours With Automated Systems

Discover how an intelligent booking automation, plus CRM workflows helped The Edinburgh Boiler Company's speed to lead response rates improve.

Lead Qualification Voice Agents CRM API Integration
Read Case Study
Property & Real Estate
3.8X ROI
£16.8K Recovered
Edinburgh, UK

UK Lettings Agent Improves Lead Qualification By 70%

Automated lead qualification, document collection, and SMS reminder system reduces no-show appointments for rental viewings - significantly reducing manual time spent on qualification, and following up appointments.

Voice Agents AI Reminders CRM Automation
Read Case Study
Energy & Renewables
-30% Recovered Time
92% Quote Rate
Glasgow, UK

Solar Flux App Helps Plan Solar Panel Deployment

Discover how a custom app developed by flowio reduced operational time and improved output for a solar panel installer in Scotland.

Custom App Development Operations
Read Case Study
View All Case Studies
Got Questions?

Your Questions Answered

Everything you need to know about working with flowio. Can't find your answer? Book a free consultation and we'll answer all your questions personally.

General CRM Automation Service FAQs

No. We don't replace your CRM; we make it work for you. We integrate directly with your existing platform—whether it's HubSpot, Salesforce, Pipedrive, or others, to automate manual tasks and clean up your data.
Our custom n8n workflows are designed to be "enterprise-grade" and can save you up to 60% compared to Zapier subscriptions. Unlike simple triggers, we handle complex API rate limits, custom object schemas, and heavy data loads that standard tools often struggle with.

Technical & Security FAQs

We have deep API expertise with major platforms including HubSpot, Salesforce, Pipedrive, Zoho CRM, Monday CRM, Go High Level, Copper, and Airtable. We can also connect these to your finance (Xero), support (Zendesk), and multiple other platforms or marketing tools via REST APIs or custom integrations.
Many existing CRMs already have AI capabilities built-in to the platforms, however we often hear that these features don't fit individual workflows or sales team processes. We build custom AI-powered workflows specific to your CRM use case. From using AI models to confidence score new leads, to enriching contacts with firmographic data - AI can integrate in a number of ways into your CRM.
Yes. We implement smart deduplication and normalisation workflows. We use fuzzy-match algorithms, and custom code functions to merge duplicate records with intelligent rules to standardise conflicting company names or phone number formats.
Yes. We are a UK-based team and our solutions are GDPR compliant and SOC2 ready. We use an API-first approach that ensures your data is handled securely across all integrations. With full observability, traceability and alerting, your CRM workflow automations handle data securely, with instant alerts for anomalies.

Onboarding FAQ

We begin with a free CRM audit. We review your current pipeline and data setup to identify immediate automation opportunities, with no commitment required. We'll provide you with a recommended next step alongside an accurate quote and timeline for the project.
We build robust, enterprise-grade workflows designed to handle errors intelligently. Our systems include rate limit management and automatic retries to prevent data loss during temporary glitches. As your UK-based AI growth partner, we are available 24/7 to troubleshoot and resolve issues quickly should they arise.
Yes. Unlike a simple "set and forget" setup, we act as your automation partner. We have active monitoring systems that alert for workflow performance to ensure data accuracy remains high (99%) and that your integrations continue to function smoothly as your business scales.
Get In Touch

Ready to Transform Your Business?

Book your free consultation and discover how AI automation could save your business £47K+ per year. No obligation, just actionable insights, discovery, and helpful advice.

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Your data is secure. We never share your information with third parties.

Phone

(+44) 07732 896 071

Mon-Fri, 9am-6pm GMT

Email

[email protected]

We respond within 1 hour

Office

Glasgow, Scotland

United Kingdom

Prefer to talk now?

Schedule a free 30-minute consultation with our automation experts.

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