Marketing automation consulting for Zapier, Make and n8n.
We build and repair the automations that move leads, calls and orders between the tools a growing company already pays for.
Most of that work runs through Zapier, Make or n8n, and much of it is fine there. Some of it is not: the step that creates a lead in the CRM, texts the caller back or tells Google Ads a job was booked has to work every time, and a scenario that fails quietly once a week costs real revenue. We audit what you have, decide step by step what stays in no-code and what moves into a small owned service, add retries, dedupe and logging, and document it so your team owns every account and every credential. We work with home service companies, lenders, law firms, product brands and SaaS teams.
Questions this page answers
- Hire a zapier consultant to fix broken zaps
- Marketing automation agency for lead routing
- Should we use zapier, make or n8n
- Why is my zapier automation dropping leads
- N8n consultant for self-hosted workflows
- Replace make.com scenario with a native integration
- How much do zapier tasks cost at our volume
Step 1 of 2
How can we help you get found?
Next: name, email and budget. That’s it.
Where Marketing automation pays off, and where it stalls.
No-code automation tools all work the same way underneath. A trigger fires, usually a webhook or a polling check every few minutes, and a chain of steps calls other apps' APIs with the data. Zapier bills by tasks, Make by operations or credits, and n8n cloud by workflow executions, so the same flow can cost very different amounts depending on how many steps and branches it has. That model is excellent for internal notifications, spreadsheets, and low-stakes syncs where a missed run is annoying rather than expensive, and it lets a non-developer ship something useful in an afternoon.
Where companies get stuck is the gap between a flow that works in testing and one that holds up for a year. An API returns a timeout, a field gets renamed in the CRM, a token expires when the person who connected it leaves, and the run errors out. Often nobody is watching the error inbox, and some tools turn a scenario off after repeated failures. Polling triggers can fire twice and create duplicate contacts. Filters silently skip records that are missing a phone number. The result is leads that never reach a rep, and nobody notices until a customer asks why no one called.
We start by mapping every live automation: its trigger, steps, owner, connected accounts, error history and monthly task or operation spend. Then we sort each one. Low-stakes flows stay in no-code with alerting turned on and a named owner. Revenue-critical flows, such as lead intake, missed-call text back, CRM to dispatch handoff and offline conversion uploads, get idempotency keys, dedupe on phone and email, retries with backoff, and a log you can search. When a scenario keeps failing, we replace it with a small native integration or service we write, and you own the code, the hosting and the keys.
Feeds it
- Website forms
- Tracked calls
- Lead ad submissions
- CRM events
- E-commerce orders
It feeds
- CRM contacts and deals
- Rep alerts and texts
- Google Ads conversions
- Dispatch jobs
- Run and error log
Every connection is built on your accounts and documented, so the data survives any change of vendor.
Marketing automation and integration builds, scoped to the result.
Automation audit
An inventory of every Zap, scenario and workflow with trigger, owner, connected account, failure history and monthly cost, sorted into keep, harden, consolidate or replace, with the order we would fix them in.
Hardening existing scenarios
We add error paths, retries with backoff, dedupe checks, failure alerts to a channel someone watches, and a run log, so a failed step becomes a ticket instead of a lost lead.
Native integration replacement
For flows that carry leads or revenue, we write a small service against the vendors' APIs and webhooks, hosted in your accounts, with idempotency, logging and a replay tool for anything that failed.
Self-hosted n8n setup
We stand up n8n on your infrastructure with a database, queue mode where volume needs it, backups, credential encryption, upgrades and access control, and we confirm the license terms fit your use.
Speed-to-lead and SMS flows
Lead routing, instant call connect, missed-call text back and follow-up sequences on Twilio, with A2P 10DLC registration, consent capture, opt-out handling and quiet hours built in from the start.
Cost and ownership cleanup
We collapse duplicate flows, cut wasted polling and task spend, move connections off personal logins onto shared service accounts, and hand over a written map of what runs where and why.
Where Marketing automation setups break.
The problems we are most often hired to fix, in the order they tend to cost money.
Silent failures nobody watches
Error emails go to whoever built the Zap, often someone who has left. Runs fail on a timeout or a renamed field, the scenario may switch itself off, and leads stop arriving without any visible alarm.
Duplicates from retries and polling
A webhook sent twice or a polling trigger that re-reads a record creates two contacts, two texts and two dispatch jobs. Without an idempotency key or a dedupe lookup on phone and email, every retry makes the data worse.
Personal logins holding the business
Connections authorized with an employee's personal account break when that person leaves or changes a password. The company often does not even own the automation account, so it cannot see what is running.
Task costs that scale with mistakes
Steps that run on every record instead of filtering first, loops over whole lists, and polling on large tables can multiply task or operation usage, so the bill grows faster than lead volume does.
Marketing automation, wired into the rest of the business.
Zapier
Hardened with error paths, alerts and shared service connections, or retired where a flow carries revenue.
Make
Scenario audits, error handlers, operation cost review and replacement of routes that keep failing.
n8n
Cloud or self-hosted, with queue mode, backups, credential handling and version control for workflows.
Twilio
Call connect, missed-call text back and SMS follow-up on a registered A2P 10DLC brand and campaign.
HubSpot
Contact and deal creation with dedupe, lifecycle updates and webhook-driven workflows.
CallRail
Call and form webhooks into the CRM with source, keyword and recording link attached.
Google Ads
Offline conversion uploads from booked or sold records, matched on click ID or hashed contact data.
Slack
Failure alerts and new-lead notifications posted to a channel with a named owner.
From audit to running it.
Audit.
We get read access to your automation, CRM and phone accounts, inventory every flow, pull failure history, trace a sample of leads end to end, and show you which ones were dropped or duplicated.
Harden or rebuild.
Low-stakes flows get alerts and cleanup in place. Revenue-critical flows get retries, dedupe and logging, or a native replacement we write and deploy into accounts you own.
Connect and verify.
We run test leads through every path, including failure cases like a CRM outage or a duplicate submit, and confirm each one lands once, with source intact, in every downstream tool.
Run or hand over.
We either monitor the log and fix breaks on a monthly plan, or hand over documentation, credentials, a replay procedure and a walkthrough so your team runs it without us.
A good fit
- Companies whose leads pass through Zapier, Make or n8n before a rep ever sees them, and who suspect some are missing.
- Teams paying a growing automation bill with no clear map of which flows matter or who built them.
- Businesses that want speed-to-lead, text back and CRM routing that keeps working after the person who built it leaves.
- Operators who want to own their code, hosting and credentials rather than rent a black box from a vendor.
Probably not a fit
- A single-person business with a few simple notifications; a template in the tool itself is the right answer.
- Teams needing a certified partner for a large enterprise marketing automation suite rollout should hire one of that vendor's partners.
Pricing, plainly.
Zapier prices plans by monthly task volume, Make by operations or credits, and n8n cloud by workflow executions, with a self-hosted n8n edition you run on your own servers under its license terms. Premium app connectors and higher run frequency usually sit on upper tiers, so the same flow can cost very different amounts on each tool. We scope our work as a fixed-price audit first, then a fixed-scope build or hardening project. After that you either take it over with full documentation or keep us on a monthly plan to monitor and maintain it. We quote after a short call and a look at your accounts, and plans run month to month after an initial term.
Marketing automation by business type.
- HVAC and plumbing companiesMarketing agency and website builder for HVAC, plumbing and commercial refrigeration companies: city pages, LSA, call tracking and ServiceTitan wiring.
- Roofing companiesMarketing agency and website builder for roofing companies: speed-to-lead dialer, instant roof estimates, Google Ads, LSA and sync into JobNimbus or AccuLynx.
- Lenders and loan marketplacesMarketing agency and systems builder for consumer and auto lenders and loan marketplaces: match quizzes, consent capture, offer APIs, TCPA-safe lead delivery.
- Law firmsMarketing agency and web builder for law firms and case-connection services: primary-source content, compliant ads, flat-fee leads, Clio and Filevine intake.
- SaaS companiesMarketing agency and product studio for B2B and vertical SaaS companies: trial-to-paid flows, pricing configurators, referral attribution and billing systems.
- Product brandsMarketing agency and e-commerce builder for product brands: headless Shopify storefronts, Amazon Brand Registry and listings, Klaviyo, ads tracked to orders.
Reading on Marketing automation.
- Systems & Integration · Takeaway
Follow Up Boss takes leads four ways: native integrations, lead parsing from forwarded emails, connector tools and its Open API, and the API is the most reliable path for custom sources.
Systems & Integration · 11 min read
Follow Up Boss Integrations: Connect Every Lead Source Right.
Follow Up Boss is only as good as the leads flowing into it. Here is how each integration path works, how to connect forms, ads, IDX sites and dialers, and how to send closed deals back to the ad platforms.
Read - Lead Generation · Takeaway
Speed to lead software should dial the rep first, whisper the lead's name and source, and bridge to the prospect on answer; never dial the prospect with nobody ready.
Lead Generation · 9 min read
Speed to Lead Software: How to Build a Rep-First Call System.
We built a speed-to-lead system that calls the rep inside seconds of a form submission, whispers who the lead is, bridges the two and falls back to text. Here is the design, the build-or-buy decision, the CRM wiring, the metrics and the mistakes.
Read - Systems & Integration · Takeaway
The native pattern is a small connector on HubSpot's contact webhook that creates the JobNimbus contact and a job on the right board with the source set, then writes the JobNimbus id back to HubSpot.
Systems & Integration · 10 min read
HubSpot JobNimbus Integration: Replace Zapier With a Connector.
A no-code automation was creating JobNimbus contacts with no source and plenty of duplicates. We replaced it with a small connector on HubSpot's webhook. Here is the pattern, the JobNimbus API realities, and a comparison of the three ways to do it.
Read
Hiring help with Marketing automation.
- When should we stay on Zapier, Make or n8n and when should we move to a native integration?
- Stay in no-code for internal notifications, reporting syncs and flows where a missed run costs little. Move to a native integration when the flow carries leads, bookings or revenue, when volume makes task costs painful, or when the same scenario keeps failing. Many setups end up mixed: the critical path runs as owned code with logging, and the long tail stays in no-code with alerts.
- Are you a certified Zapier, Make or n8n partner?
- No. We are independent and not enrolled in any of those partner or expert programs. For you that means we pick the tool, or no tool, based on what the flow needs, and we are not paid to move you to a bigger plan. We build inside your accounts, so you keep everything if you ever stop working with us.
- How do you stop automations from silently dropping leads?
- Every revenue-critical flow gets three things: a unique key so a retried request cannot create a second record, retries with backoff when an API times out, and a log entry for every run with its outcome. Failures post an alert to a channel with a named owner, and we keep a replay procedure so a failed lead can be pushed through again once the cause is fixed.
- Is self-hosted n8n worth it?
- It can be, when you run high volumes, need data to stay on your servers, or want workflows in version control. It also makes you responsible for hosting, database backups, upgrades, security patches and uptime. We check the license terms against your use case, then either set it up properly with queue mode and monitoring or recommend the cloud plan instead.
- Who owns the automations and accounts after you build them?
- You do. We build in accounts registered to your company, connect apps with shared service logins rather than anyone's personal account, keep code in your repository, and deploy to hosting you control. At handover you get a written map of every flow, its owner and its credentials location.
- Can you set up missed-call text back and SMS follow-up?
- Yes. We build it on Twilio with A2P 10DLC brand and campaign registration, consent language on your forms, opt-out handling and sending windows. The text goes out within seconds of a missed call, the reply lands in the CRM on the right contact, and a rep is alerted to call back.
Let’s get Marketing automation working for you.
A short note on where the business is and where it needs to go. A senior partner replies within one business day.