Automations for agencies
Connect two apps for agencies
New orders, rows or contacts move between your tools on their own. For agencies, it matters most while the team is heads-down on client deliverables. The usual trouble: new client onboarding means the same twenty emails every time.
Where agencies lose time today
- New client onboarding means the same twenty emails every time.
- Inbound leads wait while everyone is heads-down on delivery.
- Retainer invoices go out late or get paid late.
What it looks like in practice
Take a six-person marketing agency on monthly retainers as an example. Every new record in HubSpot used to be copied by hand into Xero. Now it appears there on its own within a minute, and if the sync ever fails you get a message.
How it works for agencies
For a six-person marketing agency on monthly retainers, the flow is short and predictable.
- We pick the two tools and what should move between them.
- I build the sync in n8n, Make or Zapier.
- New or changed records flow across automatically.
- Errors send you an alert instead of failing quietly.
- You get notes on how it works.
Tools it connects to
You keep working in HubSpot, Google Sheets, Xero and Gmail. The app connection sits alongside, built with n8n, Make and Zapier.
Questions from agencies
Does the app connection work with HubSpot?
It depends on your HubSpot plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
What happens if something breaks?
The app connection sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Can I change how it works later?
Yes. The app connection keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your clients, message me and I'll quote it first.
Want this for your agency business?
Tell me how your agency business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built