AI automation & integrations that save hours.

We connect your website, CRM and the tools your team already uses, then automate the repetitive work — lead routing, follow-ups, onboarding and AI assistants that answer from your own content.

✦ What's included

Less admin, faster follow-up.

Start with the one bottleneck that hurts most, then add more as the first automation proves itself.

01CRM

HubSpot setup & workflows

A CRM set up around how you actually sell, with the busywork automated.

  • Portal setup, properties and pipelines
  • Forms, lists and lead scoring
  • Workflows and email sequences
  • Reports your team will use
02Leads

Lead routing & enrichment

Every enquiry reaches the right person quickly, with the context they need.

  • Round-robin and rule-based assignment
  • Slack or email alerts for urgent leads
  • Company data added automatically
  • Follow-up reminders so nothing is missed
03No-code

Zapier & Make automations

Connect the tools you already pay for, without custom code where it isn't needed.

  • CRM, email, Slack and project tools
  • Newsletter and community sign-ups
  • Invoices and onboarding tasks on deal close
  • Error alerts when a step fails
04Custom

Custom API integrations

Link your website to your own systems when off-the-shelf connectors aren't enough.

  • Website to back-end application
  • Two-way data sync between systems
  • Secure handling of keys and data
  • Documented, testable code
05AI

AI assistants & chatbots

Answers grounded in your own content, with an easy route to a person.

  • Trained on your pages, docs and policies
  • Clear hand-off to your team
  • Conversations logged in your CRM
  • Clearly labelled as AI
06Journeys

Onboarding & follow-up sequences

The right message at the right moment, sent from a real person's inbox.

  • Welcome and onboarding sequences
  • Meeting links and reminders
  • WhatsApp messages via approved templates
  • AI-drafted replies for your team to review

✦ How it works

Map it, build it, prove it.

We test every automation with real data before switching it on, and document it so your team knows how it works.

  1. Step 01 / 05

    01

    Map

    We walk through how leads, customers and data move through your business today, and find where time is lost or follow-ups slip.

    You get: A map of your current process and the bottlenecks

  2. Step 02 / 05

    02

    Design

    We design the automation: triggers, rules, who gets notified, and what happens when something fails. You approve it before we build.

    You get: An automation plan you can read and sign off

  3. Step 03 / 05

    03

    Build & connect

    We build the workflows and integrations in your accounts, using native features first and custom code only where it's needed.

    You get: Working automations in a test setup

  4. Step 04 / 05

    04

    Test

    We run real examples through every path — including the awkward ones — and check that data lands in the right place.

    You get: Tested automations, ready to switch on

  5. Step 05 / 05

    05

    Launch & document

    We switch it on, keep an eye on it in the first weeks, and hand over documentation and a walkthrough for your team.

    You get: Live automations, documentation and a walkthrough

✦ An example

From form to follow-up, automatically.

This is the kind of flow we set up on most projects. A visitor fills in your contact form, and within seconds the right person knows about it and the follow-up has started — without anyone copying details between tools.

Each step is built in the tools you already use, so your team keeps working the way they do today.

Read: 5 automations every website needs
  1. 1

    Form submitted

    A visitor asks for a quote on your website.

  2. 2

    Contact created and enriched

    The CRM record is created with company details added automatically.

  3. 3

    Routed to the right person

    Assigned by service or region, with an alert in Slack.

  4. 4

    Follow-up starts

    A personal email with a meeting link goes out from the owner's inbox.

  5. 5

    Deal created

    The opportunity appears in your pipeline, ready to track.

✦ Work with us

Give your team their hours back.

We automate the busywork so your team can focus on the work only they can do.

✦ FAQ

Questions we often get.

Further reading

Still have a question?

Ask us directly — we'll give you a straight answer, even if it's not us you need.

Ask a question
Do we need HubSpot?+

No. HubSpot is the CRM we work with most, but we automate around the tools you already use, and connect other CRMs through Zapier, Make or their APIs.

Is it safe to use AI with our data?+

We use AI providers' business APIs, ground answers in the content you approve, avoid sending sensitive data the task doesn't need, and always keep a person in the loop for anything that matters. AI assistants are clearly labelled as AI, as the EU AI Act now requires.

What happens if an automation breaks?+

We build in error alerts so failures are noticed, not silent, and document every automation so your team knows what it does. We can also monitor and maintain them for you.

Can you connect our website to our own software?+

Yes. When there's no ready-made connector, we build a custom API integration — for example, letting visitors upload a file on the website that goes straight into your application.

Where should we start?+

With the one bottleneck that costs you most — usually slow replies to new leads or manual onboarding. We automate that first, show the result, and build from there.

How do you measure whether it worked?+

We agree the measure before we start — for example, how quickly new leads get a reply, how many follow-ups are sent on time, or how much admin time the team gets back — and check it after launch.

✦ Start a project

Tell us what you want to automate.

Describe the task that eats your team's time or the tools that don't talk to each other — we'll suggest where to start and what it would take.

  1. 01

    We read your brief

    Every enquiry is read by a person, not a bot.

  2. 02

    A short discovery call

    We talk through goals, scope and the right platform.

  3. 03

    You get a clear proposal

    Scope, timeline and cost in writing, before any work starts.

Or email info@web-canvas.in

What can we help with?
Preferred platform

Prefer email? info@web-canvas.in