Customers wait too long for confirmation.
A new lead may complete a form without receiving immediate confirmation or instructions.
Un prospecto puede completar un formulario sin recibir confirmación o instrucciones inmediatas.
WORKFLOWS & BUSINESS AUTOMATION
Automate repetitive work and create a faster business process.
We connect forms, CRM records, calendars, emails, text messages and internal notifications to reduce manual work and improve the way your business responds to customers.
Conectamos formularios, CRM, calendarios, correos, mensajes de texto y notificaciones internas para reducir tareas manuales y mejorar la respuesta a tus clientes.
Respond Faster
Automatic customer confirmations
Reduce Manual Work
Connected business processes
Stay Organized
Tasks, stages and notifications
AUTOMATED WORKFLOW
01
New inquiry received
Formulario completado
02
CRM record created
Contacto organizado
03
Follow-up starts automatically
Seguimiento automático
Lead Notifications
Email Automation
SMS Workflows
CRM Automation
Appointment Reminders
Internal Processes
BUILD A MORE EFFICIENT BUSINESS
Your team should not repeat the same administrative tasks every day.
Many businesses manually send the same confirmation emails, appointment reminders, internal notifications and follow-up messages every time a new customer submits information.
Muchos negocios envían manualmente los mismos correos, recordatorios, notificaciones y mensajes cada vez que llega una nueva solicitud.
Marketive Group creates connected workflows that complete repetitive actions automatically while keeping your team informed and your customers moving forward.
Marketive Group crea workflows conectados que completan acciones repetitivas automáticamente, mantienen informado a tu equipo y ayudan al cliente a continuar con el proceso.
COMMON OPERATIONAL PROBLEMS
Manual processes can slow down your team and customer response.
Los procesos manuales pueden retrasar a tu equipo y la atención al cliente.
Your team repeats the same tasks.
Employees may manually send messages, create records and assign tasks that could be automated.
El equipo puede enviar mensajes, crear registros y asignar tareas manualmente.Important follow-ups are forgotten.
Without reminders or workflow actions, opportunities may remain inactive inside the sales process.
Sin recordatorios, algunas oportunidades pueden quedar olvidadas dentro del proceso.Systems do not communicate with each other.
Forms, calendars, CRM records and messages may operate as separate tools instead of one system.
Formularios, calendarios, CRM y mensajes pueden funcionar como herramientas separadas.
SAVE TIME WITH AUTOMATION
Plan My Automation
Planificar mi automatización
Let your systems complete routine actions automatically.
Permite que tus sistemas completen acciones rutinarias automáticamente.
CONNECTED BUSINESS PROCESSES
One action can activate an entire workflow.
Una acción puede activar un proceso completo.
WHAT WE AUTOMATE
Workflows designed around your real customer and internal processes.
Every automation begins with a trigger. A trigger can be a new form submission, appointment, missed call, pipeline change, payment or internal action.
Cada automatización comienza con un trigger. Puede ser un nuevo formulario, una cita, una llamada perdida, un cambio de etapa, un pago o una acción interna.
✓
Lead confirmation messages
✓
Appointment reminders
✓
Internal team notifications
✓
Pipeline stage movement
✓
Lead assignment
✓
No-response follow-up
✓
Customer reactivation
✓
Review request sequences
BUSINESS AUTOMATION SERVICES
Automations that improve customer communication and internal operations.
Automatizaciones para mejorar la comunicación y las operaciones.
Lead Confirmations
Confirmaciones de prospectos
Send an immediate email or text confirmation after a customer completes a form.
Envía una confirmación inmediata después de completar un formulario.Internal Notifications
Notificaciones internas
Alert the correct team member when a new inquiry, appointment or customer action occurs.
Notifica al miembro correcto del equipo cuando llega una nueva solicitud.Appointment Reminders
Recordatorios de citas
Send scheduled reminders before consultations, appointments or service visits.
Envía recordatorios antes de consultas, citas o servicios.Missed-Call Responses
Respuesta a llamadas perdidas
Send an automatic message when your business cannot answer an incoming call.
Envía un mensaje cuando tu negocio no puede contestar una llamada.Lead Assignment
Asignación de prospectos
Route new opportunities to a specific employee, department or sales representative.
Asigna oportunidades a un empleado, departamento o representante.Pipeline Automation
Automatización de pipeline
Move opportunities between CRM stages after important customer or team actions.
Mueve oportunidades entre etapas después de acciones importantes.Follow-Up Sequences
Secuencias de seguimiento
Schedule a series of emails, messages or tasks after an inquiry, quote or consultation.
Programa correos, mensajes o tareas después de una solicitud.Customer Reactivation
Reactivación de clientes
Contact inactive leads or previous customers with relevant reminders and offers.
Contacta prospectos inactivos o clientes anteriores.Review Requests
Solicitudes de reseñas
Send review invitations after a service, purchase or completed customer experience.
Envía solicitudes de reseñas después de completar un servicio.
EXAMPLE CUSTOMER WORKFLOW
One form submission can activate your entire follow-up process.
Un formulario puede activar todo el proceso de seguimiento.
Customer submits a form
The customer provides contact and service information.
Contact enters the CRM
A new contact and sales opportunity are created.
Customer receives confirmation
An immediate email or text confirms the request.
Your team receives an alert
The correct employee receives the customer information.
Follow-up tasks begin
Reminders, messages and pipeline actions activate automatically.
CRM WORKFLOW AUTOMATION
Connect automation with your CRM and sales pipeline.
Workflow actions can create opportunities, update contact records, assign users, add tags, move pipeline stages and generate follow-up tasks.
Los workflows pueden crear oportunidades, actualizar contactos, asignar usuarios, agregar etiquetas, mover etapas y generar tareas.
Explore CRM Setup & Management Conocer configuración y administración de CRM →
LEAD GENERATION AUTOMATION
Automate what happens after a new lead enters your business.
A lead generation page collects the information. Automation determines what happens next: confirmation, qualification, notification, appointment scheduling and follow-up.
Una página de captación recopila la información. La automatización determina qué sucede después: confirmación, calificación, notificación, cita y seguimiento.
Explore Lead Generation Systems Conocer sistemas de captación de clientes →Lead enters the system
A form, calendar, advertisement or incoming call creates a new opportunity.
Information determines the next step
Answers, services, location or timing can activate different workflow paths.
Communication begins automatically
The customer and internal team receive the correct information and instructions.
INTERNAL BUSINESS AUTOMATION
Automation is not only for marketing and sales.
Internal workflows can organize requests, assign responsibilities, notify departments, collect documents and move information between employees or business stages.
Los workflows internos pueden organizar solicitudes, asignar responsabilidades, notificar departamentos, recopilar documentos y mover información entre empleados o etapas.
Employee request and approval notifications
New customer onboarding processes
Document and contract reminders
Department and team task routing
Payment and project status notifications
Internal form submission workflows
CONNECTED PLATFORMS
Build automations using the systems your business already uses.
Automation possibilities depend on the platforms, integrations and access available. We primarily build connected CRM and marketing workflows using GoHighLevel and compatible tools.
Las posibilidades dependen de las plataformas, integraciones y accesos disponibles. Principalmente construimos workflows utilizando GoHighLevel y herramientas compatibles.
A customer or team action occurs.
The system determines the correct path.
Messages, tasks or records update automatically.
OUR AUTOMATION DEVELOPMENT PROCESS
Effective automation begins with understanding the current process.
Una automatización efectiva comienza comprendiendo el proceso actual.
Process Review
Revisión del proceso
We identify repetitive tasks, delays, manual communication and disconnected systems.
Identificamos tareas repetitivas, retrasos y sistemas desconectados.Workflow Mapping
Mapa del workflow
We define the trigger, conditions, actions and final objective of each automation.
Definimos el trigger, condiciones, acciones y objetivo.System Configuration
Configuración
We build the workflow and connect compatible forms, CRM records, calendars and communication tools.
Construimos el workflow y conectamos las plataformas compatibles.Message Development
Creación de mensajes
We create confirmations, notifications, reminders and follow-up messages required by the process.
Creamos confirmaciones, alertas, recordatorios y seguimientos.Testing
Pruebas
We test triggers, conditions, contact records and every automated action before launch.
Probamos triggers, condiciones, registros y acciones.Optimization
Optimización
Workflows can be adjusted as customer behavior, services and business processes change.
Los workflows pueden actualizarse según cambie el negocio.
WHO NEEDS BUSINESS AUTOMATION?
Automation for businesses managing recurring customer and internal processes.
Automatización para empresas con procesos repetitivos de clientes y operaciones internas.
Businesses receiving frequent website inquiries.
Companies that manually send confirmations and reminders.
Teams that frequently forget customer follow-up.
Businesses using forms, calendars and CRM systems separately.
Companies managing appointments, quotes or recurring requests.
Organizations that need better internal task routing.
FREQUENTLY ASKED QUESTIONS
Questions about workflows and business automation.
Preguntas sobre workflows y automatización de procesos.
What is a business workflow? +
A workflow is a sequence of connected actions activated by a specific event, such as a form submission, appointment, missed call or CRM stage change.
Un workflow es una secuencia de acciones activada por un evento como un formulario, cita, llamada o cambio en el CRM.
Can automation send emails and text messages? +
Yes. Depending on the selected platform and configuration, workflows can send confirmations, reminders and follow-up messages by email or SMS.
Sí. Dependiendo de la plataforma, puede enviar confirmaciones, recordatorios y seguimientos por email o SMS.
Can automation create CRM opportunities? +
Yes. Compatible forms and triggers can create contacts, opportunities, tasks, tags and pipeline records automatically.
Sí. Los formularios pueden crear contactos, oportunidades, tareas, etiquetas y registros automáticamente.
Can you automate appointment reminders? +
Yes. Reminders can be scheduled before appointments and additional follow-up can be triggered after the appointment.
Sí. Podemos programar recordatorios antes de la cita y seguimientos después.
Can you automate missed-call responses? +
When the phone and CRM platforms support the feature, an automatic text response can be sent after a missed call.
Cuando las plataformas son compatibles, puede enviarse un mensaje automático después de una llamada perdida.
Can existing workflows be improved? +
Yes. We can review existing workflows to identify duplicated actions, incorrect conditions, missing notifications and opportunities for improvement.
Sí. Podemos revisar workflows existentes para corregir acciones, condiciones y notificaciones.
Will automation replace my employees? +
Automation is designed to support your team by reducing repetitive administrative work. Human communication and decision-making remain important.
La automatización apoya a tu equipo reduciendo tareas repetitivas. La comunicación y las decisiones humanas continúan siendo importantes.
AUTOMATE YOUR BUSINESS PROCESSES
Reduce repetitive work and create a more organized customer journey.
Reduce tareas repetitivas y crea un recorrido de cliente más organizado.