CRM Automation
Stop running your CRM by hand. Let it run itself.
Talos builds custom CRM automation that captures every lead, updates every record, fires every follow-up, and reports every number — without your team copy-pasting between tools.
The short answer
Talos CRM automation connects your lead sources, pipeline, and follow-up sequences so that every new lead is captured, scored, and contacted within 60 seconds — without any manual data entry, regardless of which CRM you use.
Who it's for
Who this is for
Sales-driven SMBs
Teams losing deals because reps forget to follow up or update the CRM.
Marketing agencies
Agencies juggling multiple client CRMs, lead sources, and reporting requests.
Law firms & professional services
Practices that need clean intake, conflict checks, and matter handoffs in their CRM.
Home service companies
HVAC, plumbing, and contractors using GHL or ServiceTitan and bleeding leads in the cracks.
What we automate
What we automate inside your CRM
Lead capture from anywhere
Web forms, ads, calls, chat, email, social — all routed into the right CRM with the right tags and owner.
Pipeline & stage updates
Auto-move deals based on real signals: meeting booked, proposal sent, contract signed, payment received.
Follow-up sequences
Personalized email and SMS sequences that adapt to lead behavior, not generic drip campaigns.
Data hygiene
Deduplication, enrichment, missing-field detection, and bad-data alerts running in the background.
Internal task creation
Auto-assign tasks to reps when leads go cold, hot, or need a specific action.
Reporting & dashboards
Daily, weekly, and monthly reports delivered to Slack, email, or Looker — no more manual exports.
Before / after
Before vs after Talos
Before
Without CRM automation
- Reps spend 30–40% of the day on data entry instead of selling
- Leads sit unrouted for hours after submission
- Pipeline reports are out of date the moment they're built
- Follow-up depends entirely on whether a human remembers
After
With Talos CRM automation
- Every lead in the right pipeline with the right owner in seconds
- Reps spend their day talking to qualified prospects
- Pipeline and revenue dashboards are always current
- No lead is ever forgotten — automation owns the follow-up
How it works
How we automate your CRM
01
CRM audit
We map your current pipelines, fields, sources, and the leaks costing you deals.
02
Blueprint
We design the automation map — triggers, conditions, actions, and reporting — and walk you through it.
03
Build & integrate
We build the automation, connect every source and tool, and migrate clean data.
04
Train & optimize
We train your team, monitor performance, and tune monthly.
What to expect
What you can expect
10–20 hrs
Saved per rep / week
Time reclaimed from manual CRM work.
<60s
Lead routing time
From submission to assigned owner.
2–3x
Follow-up coverage
More touches per lead, fully automated.
100%
Pipeline accuracy
Reports reflect reality, not memory.
Integrations
Works with the tools you already use
Our custom builds work with these and any other tool that has an API. If your phones run on Talos Connect, every app on this list also has a built-in connection that our team sets up for you.
- HubSpot
- Salesforce
- GoHighLevel
- Pipedrive
- Zoho CRM
- Close
- Monday Sales CRM
- Airtable
- Slack
- Zapier
- Make
- n8n
In practice
How it played out for one client
B2B services firm
Professional ServicesChallenge
Sales team of 6 was using HubSpot inconsistently. ~25% of inbound leads weren't being followed up within 48 hours.
Solution
Talos rebuilt their HubSpot pipelines, added automated routing, an AI follow-up sequence on cold leads, and a Slack-based daily pipeline digest.
Result
Lead response time dropped from 9 hours to under 2 minutes. Sales-qualified meetings up ~40% in the first quarter.
Representative example. Specific results vary by business.
FAQ
Frequently asked questions
No. We work with whatever CRM you already use. If your CRM is genuinely the wrong tool, we'll tell you — but most teams don't need to migrate, they just need their existing CRM set up properly.
No. It removes the work your sales team hates so they can do the work they're actually good at — talking to people and closing deals.
All automations run inside your existing tools and infrastructure. We don't store your CRM data on our servers.
Most CRM automation projects ship in 3–6 weeks. Larger Salesforce or multi-system builds can take longer — we'll quote honestly after the audit.
Yes, if your CRM is HubSpot, Salesforce, GoHighLevel, Pipedrive, Zoho CRM, Close, monday.com or Airtable. If your phones run on Talos Connect, our team sets up the connection so new and updated contacts, calls with their AI summary, booked appointments and new leads are sent to your CRM automatically, matched by email and then phone so nobody is duplicated. It sends one way, from Connect to your CRM. Slack, Zapier, Make and n8n are supported too, including missed-call alerts. Anything beyond that list is a custom build.
Get a free CRM audit
We'll review your current setup live, point out the biggest leaks, and show you exactly what automation would fix first. No obligation.
Keep reading
Industries we automate CRMs for
AI for Law Firms
Client intake automation, document workflows, and 24/7 call coverage for solo and small firms.
Learn moreAI for Marketing Agencies
Automate client reporting, lead qualification, and internal ops — deliver more without hiring more.
Learn moreAI for Home Services
Capture every after-hours call, dispatch faster, and automate quotes for HVAC, plumbing, and trades.
Learn moreKeep reading
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