Zapier

Marketing agencies benefit most from automations that improve client communication, streamline project management, and enhance data accuracy across multiple client accounts.

High-value agency automations include:

• Client onboarding workflows with automatic project setup
• Performance report generation and client delivery
• Lead qualification and assignment to account managers
• Time tracking integration with invoicing systems
• Social media content scheduling across client accounts
• Campaign performance alerts and notifications

We combine these automations with our funnel management expertise and Google Sheets reporting to create comprehensive client management systems.

We start by understanding your sales process, customer journey, and business goals. Then, we configure the CRM to match your workflow, set up automations, and integrate it with your website and marketing tools. Every business (in our opinion) needs a source of truth and we think your CRM should be yours.

Training and support are included, so your team can hit the ground running.

Stape provides extensive integrations with major marketing platforms, enabling server-side data collection for comprehensive attribution and measurement across your entire marketing stack.

Supported integrations include:

• Google platforms (Analytics, Ads, Tag Manager) for enhanced tracking
• Meta (Facebook) advertising for improved conversion measurement
• TikTok, LinkedIn, and other social advertising platforms
• E-commerce platforms (Shopify, WooCommerce, BigCommerce)
• CRM systems and marketing automation tools
• Custom webhooks and API integrations for specialized needs

Our technical tracking service includes comprehensive Stape integration setup and connects with Zapier automation for seamless data flow across all your marketing tools.

Zapier automates repetitive marketing tasks by connecting your tools and triggering actions automatically, saving hours of manual work every week while reducing human error.

Common marketing automations we implement:

• Lead data sync between CRM and email marketing platforms
• Automatic social media posting from content calendars
• Invoice generation when project milestones are completed
• Team notifications for new leads or form submissions
• Report generation and distribution on schedules
• Contact tagging based on website behavior or email engagement

Our technical tracking service includes custom Zapier automation setup to streamline your specific marketing processes.

Yes, ClickUp offers extensive integrations with marketing tools, and we have experience setting up seamless workflows that connect your entire marketing tech stack.

Popular marketing integrations we implement:

• Google Workspace (Drive, Gmail, Calendar) for file management
• Slack and Microsoft Teams for communication
• Hubspot and Salesforce for CRM synchronization
• Google Analytics and reporting tools for performance tracking
• Creative tools like Figma and Adobe Creative Suite
• Time tracking and invoicing platforms

Our technical tracking service includes custom integrations using Zapier to connect ClickUp with any platform your team uses.

Zapier pricing is based on the number of automated tasks (Zaps) that run each month, with plans ranging from free to enterprise levels based on your automation volume.

Plan considerations:

• Free plan includes 100 tasks per month (good for testing)
• Starter plan (£15/month) for 750 tasks with basic features
• Professional plans (£35-75/month) for higher volumes and advanced features
• Team and Company plans for collaboration and premium support
• Task usage varies by automation complexity and frequency

Our strategy consulting includes Zapier plan optimization to ensure you get the most value while managing costs effectively as your automation needs grow.

Cursor excels at building marketing automation tools by understanding complex integrations and generating code that connects multiple marketing platforms and data sources effectively. We leverage Cursor to build sophisticated integrations between Zapier, Google Sheets, and other marketing tools as part of our technical infrastructure service.

SEMrush integrations connect competitive intelligence and SEO data with your broader marketing technology stack, creating seamless workflows and comprehensive reporting.

Integration opportunities include:

• Google Analytics and Search Console for comprehensive SEO tracking
• Google Ads for PPC campaign optimization
• Content management systems for SEO-optimized publishing
• Project management tools for SEO task coordination
• Reporting platforms for client and stakeholder dashboards
• CRM systems for lead qualification and sales alignment

We implement SEMrush integrations using Zapier automation and create unified reporting dashboards with Looker Studio as part of our comprehensive marketing infrastructure.

We track automation ROI by measuring time savings, error reduction, and productivity improvements, typically seeing returns within 2-3 months of implementation.

ROI measurement includes:

• Time savings calculation (hours per week automated)
• Error reduction and improved data accuracy
• Increased team productivity and capacity
• Faster response times to leads and opportunities
• Reduced software licensing costs through integration
• Improved client satisfaction through consistency

We provide detailed ROI reports as part of our ongoing management service, using Looker Studio dashboards to track automation performance and business impact over time.

ClickUp's automation engine streamlines repetitive marketing tasks and ensures consistent processes across all your campaigns and projects. From task creation based on templates to automated status updates and recurring activities, these automations eliminate manual work and reduce human error.

Combined with Zapier, these automations can trigger actions across your entire marketing stack, ensuring nothing falls through the cracks in your campaign execution process.