Services / Built around your workflow

Connect the tools.
Make the process work.

Five integration pillars. One starting point: understanding what your business actually needs.

No pitch. Just a focused 20-minute conversation about your current systems.

DIALOGHUB / SYSTEM ARCHITECTURE

Separate tools. Shared infrastructure.ILLUSTRATIVE VIEW

01 / Integration pillar

Lead Capture & CRM Integration

Give every enquiry a place to go and a person responsible for the next step. We connect your sources to a shared customer record and a pipeline your team can use.

Connect enquiry sources and map the right fields
Define ownership, routing, and pipeline stages
Reduce duplicate entry across connected systems

Forms & lead sourcesCRM & pipelineAirtable / Notion

CaptureOrganiseAssign

ILLUSTRATIVE WORKFLOW / 01

A new enquiry becomes an assigned opportunity.

Website form captures the requirement
Customer record is created or updated
The relevant team member receives a task
Pipeline activity becomes visible to the team

Less time copying details. More clarity on who needs to act.

02 / Integration pillar

WhatsApp Business Automation

Bring structure to business conversations. We help configure the Business API, team handoffs, and approved messaging flows around how customers interact with you.

Business API setup and workflow configuration
Opt-in, approved templates, and follow-up logic
Team routing and conversation context

WhatsApp Business APITeam inboxCRM connection

MessageRouteRespond

ILLUSTRATIVE WORKFLOW / 02

A customer conversation stays connected to its context.

Customer starts or opts into a conversation
The system captures the relevant requirement
A team member receives the conversation and context
Agreed follow-ups run within messaging permissions

A clearer handoff from first message to the right human response.

03 / Integration pillar

Paid Media & Conversion Architecture

Connect what happens after the click. We link campaign enquiries, tracking events, and CRM stages so your team can understand the path from interest to outcome.

Lead source and campaign data capture
Pixel, event, and server-side tracking where suitable
Post-click routing and CRM reporting

Meta / LinkedIn / GoogleWebsite eventsCRM attribution

AttractConnectAttribute

ILLUSTRATIVE WORKFLOW / 03

An advertising enquiry remains connected to its source.

Campaign generates an enquiry
Source details travel into the CRM
Qualified stages are recorded consistently
Reporting connects source to recorded outcomes

A more useful view of the customer journey, within the limits of the data available.

04 / Integration pillar

Workflow Automation & Process Design

Make the handoffs between tools intentional. We map repeated work, define the business rules, and build the automations that move it forward.

Map process steps, owners, and exceptions
Automate agreed updates, approvals, and reminders
Add AI classification or drafting where useful

Make / Zapier / n8nProject toolsAI APIs

TriggerAutomateDeliver

ILLUSTRATIVE WORKFLOW / 04

An approved order initiates the delivery workflow.

Order is confirmed in the source system
A project or delivery task is created
The responsible people are notified
Exceptions are routed for human review

The workflow runs with clear rules. Your team handles the decisions that need judgment.

05 / Integration pillar

Analytics & Attribution Stack

Bring the useful information together. We connect operational and customer data into views that help the team see progress, bottlenecks, and the next action.

Agree the metrics and data sources that matter
Connect records and reporting views
Make workflow failures and incomplete data visible

Looker Studio / BICRM reportingAutomation monitoring

CollectUnifyUnderstand

ILLUSTRATIVE WORKFLOW / 05

Your team can see where the process is slowing down.

Connected tools provide the agreed data
Records are organised into consistent definitions
A dashboard highlights status and bottlenecks
The team uses it to prioritise action

A shared operational picture, with clear definitions and visible data gaps.

Designed for everyday use

A working system needs
more than a connection.

Clear rules & ownership

Every workflow has defined inputs, actions, and a person responsible for exceptions.

Testing that reflects reality

We check the agreed scenarios, unexpected inputs, and handoffs before your team relies on the workflow.

A documented handoff

Your team receives the walkthrough and documentation needed to understand the implemented system.

A defined first engagement

Start with the work
that matters most.

The first 60 days focus on three agreed automations. We scope them around impact, feasibility, and the systems you already have.

Audit and prioritise the gaps
Approve a specific Automation Blueprint
Build, test, train, and hand over
Scope ongoing support around the resulting system

Explore the Workflow Audit

DIALOGHUB / AUTOMATION BLUEPRINTEXAMPLE

From enquiry
to a clear next step.

Illustrative business · Professional services

PROPOSED CONNECTIONS

Enquiry

CRM record

Assigned owner

No response? Create a follow-up task.

01 / CURRENT SETUP

Website form → shared inbox → manual spreadsheet

02 / WHERE IT BREAKS

Repeated data entry. Unassigned enquiries. Follow-ups that depend on memory.

03 / AGREED AUTOMATIONS

01 Form enquiry → CRM record

02 Requirement → assigned team member

03 No response → follow-up task

TOOLS · OWNERS · TIMELINECLEAR SCOPE

Connect the tools.Make the process work.