Lead capture
Leads from ads, website forms and landing pages created in your CRM automatically, with source and campaign recorded.
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CRM Automation · UAE
CRM automation that gets every lead logged, alerted and followed up
Leads from ads, forms and WhatsApp land in HubSpot, Zoho or Google Sheets automatically — and nobody has to remember to chase them.
Short answer
CRM automation means every new lead is captured into your CRM — HubSpot, Zoho or even a Google Sheet — the right person is alerted on WhatsApp straight away, and follow-ups go out on schedule without anyone remembering to send them. We build it as Custom Automation ($400–10,000 by scope) on the CRM you already use, and pair it with OrcaFlo when leads arrive by WhatsApp or Instagram.
The problem
Where leads leak out of a CRM
Most CRM problems aren't CRM problems. The software is fine; the trouble is everything around it. Leads from a Meta ad form sit in a download nobody imports. WhatsApp enquiries never make it into the CRM at all. A salesperson sees a new lead three hours later, calls once, and the lead is never touched again.
Most leads don't say no — they go quiet, and nobody chases them. Fixing that doesn't need a new CRM. It needs the capture, the alert and the follow-up to happen automatically, every time, so the only thing left for your team is the conversation that closes the sale.
What we build
CRM automations we set up
Instant alerts
The assigned salesperson gets a WhatsApp notification the moment a lead arrives, not when they next open the CRM.
Follow-up sequences
Automated follow-ups for leads who go quiet, so "let me think about it" doesn't become a lost sale.
Missed-call recovery
A missed call triggers a WhatsApp message and a CRM record, so the caller isn't lost.
Routing & assignment
Leads assigned by source, area or service, so the right person picks them up first time.
Reports
Daily or weekly reports generated from your CRM data and delivered to the owner automatically.
Your CRM
HubSpot, Zoho or Google Sheets
HubSpot
We connect your lead sources to HubSpot contacts and deals, trigger alerts when a deal is created or changes stage, and keep follow-ups moving so nothing sits in a pipeline column for weeks.
Zoho CRM
Same idea, built on Zoho: leads in from every source, assignment rules, WhatsApp alerts to the owner of the lead, and reminders when a lead hasn't been touched.
Google Sheets
Plenty of UAE businesses run sales from a spreadsheet, and that's fine. We can make a Google Sheet behave like a lightweight CRM: new rows from forms and ads, alerts on new leads, and status-based reminders.
No CRM at all?
If most of your leads come through WhatsApp, OrcaFlo includes a CRM dashboard: full conversations, a lead list with cold/warm/hot filters, live chat, pause/resume controls and CSV export. Every lead is scored automatically and followed up at 24 hours, 3 days and 7 days.
How it works
How we automate your CRM
Map your pipeline
On a free 20-minute call: where leads come from, who handles them and where they get stuck.
Proposal in 24 hours
The automations, the CRM changes and a fixed price. 50% upfront, 50% on delivery.
Build & maintain
Built on your existing CRM and tested with real leads, then maintained with fixes and updates included.
Examples
Example CRM automations
- Meta lead form → HubSpot → WhatsApp: the lead becomes a contact and deal, the salesperson gets a WhatsApp alert, and a follow-up sequence starts if the deal doesn't move.
- WhatsApp enquiry → CRM: leads qualified by OrcaFlo are recorded with their temperature, so your CRM reflects the conversations happening on WhatsApp.
- Stale lead reminder: if a lead hasn't been contacted within your target time, the owner and the manager are both pinged.
- Weekly pipeline summary: new leads, deals won and leads waiting, sent to the owner every Monday.
Many of these workflows run on n8n, Make or Zapier — see workflow automation with n8n, Make and Zapier.
Pricing
What CRM automation costs
CRM automation is quoted as Custom Automation: from $400 for a simple build to $10,000 for a complex system, plus $55–325 a month to keep it maintained. If WhatsApp is your main lead source, OrcaFlo starts at $14.99 a month (or $100 a month Done-for-you) plus 2¢ per message, with a 14-day free trial. Details on our pricing page.
Why us
Why work with us on CRM automation
We build on the CRM you already have instead of selling you a new one. We understand the WhatsApp side of the pipeline because we make OrcaFlo, and the follow-up leak is exactly what our results page describes: after full rollout, our partners are doing 50–60% more revenue from the same traffic. And we keep what we build working.
FAQ
Common questions
Which CRMs do you work with?
We build on the CRM you already use, including HubSpot, Zoho CRM and Google Sheets. If you don't have one and sell mainly on WhatsApp, OrcaFlo includes a CRM dashboard.
Can leads from WhatsApp go into my CRM?
Yes. Leads that come in through WhatsApp can be recorded in your CRM as part of a custom build, so your pipeline reflects every channel.
How fast will my team be alerted about a new lead?
The alert is sent on WhatsApp as soon as the lead is created, instead of waiting for someone to check the CRM.
Do I need to switch CRMs?
No. We automate around the system you already use.
What does CRM automation cost?
Custom Automation is $400–10,000 by scope plus $55–325 a month for maintenance, quoted as a fixed price within 24 hours of the discovery call.
Talk to Nuevo Automations
Make sure no lead goes un-chased
Twenty minutes, free. Show us your pipeline and we'll show you where leads are slipping out.
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