An automation pipeline connecting CRM, ERP, and communication tools — eliminating repetitive manual tasks and reconnecting systems that had stopped talking to each other.
Over the years, the company had layered a HubSpot CRM, an accounting ERP, an invoicing tool, and three customer communication channels (email, Slack, WhatsApp Business). None communicated directly with the others. Sales reps re-entered the same information across three interfaces, and each new client generated an average of 27 manual actions before being invoiced.
Central pipeline built with self-hosted n8n, complemented by Zapier for low-volume integrations. Every new HubSpot deal now triggers an automatic chain: ERP account creation, contract generation, personalised welcome email, client added to a dedicated Slack channel, and first invoice scheduled. The entire pipeline is observable via a Grafana dashboard measuring the average latency of each step.
Let's talk about your case. First meeting, no commitment.