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04 — Automation

Automation

Connect the tools you already use so leads, follow-ups and admin work happen automatically.

Overview

What this service actually gives you

A lot of business time goes into repetitive tasks — copying leads into a sheet, sending the same WhatsApp reply, chasing invoice reminders. Automation connects your forms, WhatsApp, email and sheets so these steps happen on their own, consistently, without anyone forgetting.

What's Included

Everything covered in this service

Lead auto-capture

New enquiries from your site or ads flow automatically into a sheet or CRM.

Automated replies

Instant WhatsApp or email acknowledgement the moment someone enquires.

Invoice & reminders

Automatic reminders for pending payments or renewals.

Appointment scheduling

Bookings sync automatically without back-and-forth messages.

Follow-up sequences

Scheduled follow-ups for leads that haven't responded yet.

Tool connections

Forms, WhatsApp, Google Sheets, email and CRMs connected together.

Workflow

How it works

Step 1 — Map

Understand your workflow

We look at where time is being lost — leads, replies, reminders, scheduling.

Step 2 — Plan

Pick the right tools

We choose the simplest set of tools to connect, based on what you already use.

Step 3 — Build

Set up automation

Workflows are built and tested with real scenarios before going live.

Step 4 — Handover

Train & document

You get a simple explanation of what runs automatically and how to adjust it.

Who It's For

Is this the right fit for you?

Why Zexify

Why businesses choose us for this

01

Fits your existing tools

We connect what you already use instead of forcing new software on you.

02

Built to be maintainable

Where possible, we use no-code automation so it's easy to adjust later.

03

Ongoing tweaks included

Workflows get refined as your process changes, not left to break silently.

FAQ

Common questions

What tools can you automate?

Common ones include Google Sheets, WhatsApp, email, calendars, and CRMs — we'll confirm what fits your setup.

Do I need to switch the tools I currently use?

Usually no — automation is built around your existing tools wherever possible.

Is this a one-time setup or ongoing?

Setup is one-time; you can add an ongoing plan if your workflows change often.

What if something breaks?

We monitor key automations and fix issues — this can be included in a support plan.

Explore More

Other services that pair well with this

01 — Landing Pages

Landing Pages

Fast, focused pages built to turn visitors into calls, bookings and orders. Our core specialty.

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02 — Website Management

Website Management

Ongoing updates, hosting, security and support so your site keeps running without you worrying about it.

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03 — E-Commerce

E-Commerce Website

Full online stores with product catalogue, cart, checkout and payments — ready to sell from day one.

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Let's Connect

Ready to grow your business online?

Tell us what you're building — a landing page, a store, an AI agent, or all of it — and we'll get back with a plan and a quote.

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