Your systems are almost talking to each other.
We replace the manual gaps between your tools — from Meta lead capture to CRM creation to ERP sync — with automated workflows built on Make.com, ManyChat, and WhatsApp Business API. Leads are qualified, routed, and followed up before a human touches them.
Make.com · ManyChat · WhatsApp Business · CRM · ERP · API integrations
Automation and CRM integration is the work of eliminating the manual gaps between your systems — the places where data gets copied by hand, leads fall between tools, and your CRM has no idea what your ERP knows. We build the connections that make your stack behave like one platform. Our automation practice covers the full qualification layer: WhatsApp chatbot flows built on ManyChat that qualify leads before they reach a sales rep, multi-step Make.com scenarios that route, tag, and create CRM records from every inbound source, and API-level integrations connecting marketing platforms to operational systems like Priority ERP. We have built these integrations for B2B distributors with hundreds of SKUs, automotive groups coordinating leads across multiple dealerships, and market expansion programs operating across multiple countries and CRMs simultaneously. The complexity is never a reason to stay manual — it's a reason to automate more precisely.
- Sales and operations teams spending hours each week on manual lead entry, follow-up, and data transfer between tools that should be talking to each other
- B2B companies with a CRM and an ERP that are not connected — or connected badly — creating data discrepancies between sales and operations
- Marketing teams running Meta or Google campaigns whose leads never arrive cleanly in the CRM with source, campaign, and qualification data intact
Manual gaps are never random. We map them before we fix them.
Every engagement starts from your current stack and constraints — not a standard playbook we apply to everyone.
Process Mapping
We document every workflow that involves more than one system — how data moves, where it gets stuck, what's done manually that shouldn't be.
Integration Architecture
We design the integration layer: which systems connect to which, via API or middleware, what data flows where, and what triggers what.
Build & Deploy
We build the automations and integrations directly — using Make, native APIs, or custom webhooks. Tested, documented, and handed over with training.
Monitoring & Maintenance Plan
We set up error alerts, scenario monitoring, and a maintenance protocol so automations don't silently break after we hand off.
What you walk away with.
Every Snowball engagement produces concrete, usable infrastructure — not reports. Here's what's handed over at the end.
- Process map of all current manual workflows (with gap identification)
- Integration architecture diagram (systems, data flows, trigger logic)
- All automation scenarios built and tested in Make or equivalent
- CRM data structure — field mapping, tagging taxonomy, pipeline stages
- ERP ↔ CRM sync logic with conflict resolution rules
- Webhook / API documentation for each integration
- Error monitoring setup with alert routing
- Team training session and handover documentation
Projects in this space.
Anonymized — no client names, no identifying details. The work stands on its own.
CRM Architecture & Lead Automation for a National Dealer Group
Designed and implemented a unified CRM system across 12+ dealership locations. Automated lead routing, follow-up sequences, and sales pipeline reporting — reducing manual handoff time by eliminating cross-location data gaps.
Patient Lead Automation & Booking Flow Optimization
Built an end-to-end lead capture and appointment automation system for a multi-location healthcare provider. Integrated consent-compliant data handling with CRM tagging and automated follow-up sequences.
Digital Transformation for a Property Investment Platform
Led digital strategy and product definition for a property investment portal — from user journey mapping through to technical spec and dev coordination. Connected investor CRM, automated qualification flows, and built performance dashboards.
These are illustrative examples. Details are sanitized to protect client confidentiality. Every engagement is different — we'd be happy to discuss a situation closer to yours.
The infrastructure we work with.
We don't sell tools. We're practitioners who've worked with these platforms deeply enough to know their limits — and how to make them talk to each other.
Often paired with this service.
Most engagements combine multiple pillars. Infrastructure compounds when the layers connect.
FAQ
Common questions
Both connect apps, but Make (formerly Integromat) offers far more complex logic — multi-path branching, iterators, error handling, and data transformation — without needing code. For marketing-to-CRM workflows, multi-step lead qualification, and ERP integrations, Make handles scenarios that Zapier cannot. We work primarily with Make for complex builds and reserve simpler tools for lightweight connectors.
Let's map the gaps in your stack.
Tell us which systems you're working with and where the manual work lives. In 30 minutes we can usually identify the 2–3 automations — a WhatsApp qualification flow, a CRM creation trigger, an ERP sync — that would have the biggest operational impact immediately.
Every manual handoff between your tools is a place where leads go silent, data goes wrong, and your team loses hours they can't bill. The automations that prevent this take days to build. The conversation to start takes 30 minutes.
Or email directly: hello@snowball-ag.com