Marketing Automation & RevOps Studio

Your manual marketing ops, turned into systems that run themselves.

A lean, hands-on automation studio for teams tired of leads falling through the cracks, messy CRMs, and campaigns that need a human babysitting every step.

// Built & run by people, not a bench of subcontractors.

HubSpot / MailchimpLive

Lead nurture sequence

Triggered the moment a form is submitted.

↓ auto-routed via Zapier
Airtable / CRMLive

Lead cleaned & deduplicated

Bad data never reaches your sales team.

↓ reply detected
CRM AssignmentLive

Rep auto-assigned

Based on territory, deal size, or your own rules.

Lead Source
ZoomInfo / Sales Nav
Clean & Validate
Airtable / Sheets
CRM
HubSpot / Pardot
Campaign
Mailchimp / Klaviyo
Reply Detected
Zapier / Make
Rep Assigned
Routing Rules
Building automation systems for teams in — Real EstateSaaSHome ImprovementRetailB2B Services —    Building automation systems for teams in — Real EstateSaaSHome ImprovementRetailB2B Services —   
Where we start

A focused MVP service line, not a 40-item menu.

We're a new studio, on purpose — which means every engagement gets full attention instead of being one of fifty. Here's what we're focused on right now.

01 — Automation

Email & Marketing Automation Setup

We build and configure the automation layer — welcome flows, nurture sequences, lead scoring, segmentation — inside HubSpot, Mailchimp, Klaviyo, or Salesforce Marketing Cloud.

  • Workflow builds & QA testing
  • List segmentation & lead scoring
  • Campaign setup & deliverability checks
02 — Data

CRM Setup & Cleanup

Dirty data kills automation before it starts. We set up your CRM properly, deduplicate and standardize records, and build the fields and pipelines your team will actually use.

  • Field & pipeline configuration
  • Deduplication & data hygiene
  • Lead routing & assignment rules
03 — Capture

Landing Pages & Lead Capture

Pages built to convert, wired directly into your CRM and automation platform — so every form fill becomes a tracked, nurtured lead instead of a spreadsheet row someone forgets.

  • Conversion-focused page builds
  • Form-to-CRM wiring
  • Tracking & UTM setup
04 — Integration

Custom Integrations

If two tools need to talk to each other, we'll make it happen. We connect your CRM, email platform, spreadsheets, and lead sources into one working system — no matter how unconventional the stack.

  • Zapier & Make.com builds
  • API & webhook integrations
  • Multi-tool data sync
05 — Ongoing

Strategy & Ongoing Optimization

Once the system's live, we don't disappear. As a retainer partner, we monitor performance, fix what breaks, and keep tuning the system as your goals change — this is where automation actually pays for itself.

  • Monthly performance reviews
  • Proactive monitoring & fixes
  • Roadmap planning as you grow
Stack

Tools we work in

If your stack isn't on this list, ask anyway — chances are we can still connect it.

HubSpot Mailchimp Salesforce Marketing Cloud Salesforce Account Engagement (Pardot) Klaviyo Google Analytics Zapier Make.com ZoomInfo LinkedIn Sales Navigator Airtable Google Sheets + anything with an API
Process

How an engagement runs

Same four-step process whether the job is a single automation or a full system rebuild.

01

Audit

We map your current stack, data flow, and gaps before touching anything — so we know exactly what's broken and why.

02

Design

We design the system on paper first: triggers, conditions, ownership, and what happens at every branch — before any tool gets opened.

03

Build

We build, test, and QA every workflow and integration in a sandbox before anything touches your live data.

04

Monitor

Once live, we watch performance and keep refining. This is the ongoing part — and what the retainer is actually for.

Case Study — iRestify (PropTech)

From a purchased contact list to an assigned sales rep, with zero manual triage.

iRestify needed to turn a purchased B2B contact list into a working pipeline — without adding headcount. We designed and built an end-to-end system: leads sourced through ZoomInfo and LinkedIn Sales Navigator were cleaned and validated, loaded into outbound email campaigns, and tracked in a live Airtable database. The moment a prospect replied, the system automatically detected the engagement and routed it to the right sales rep based on account criteria.

Salesforce Account Engagement (Pardot) HubSpot Mailchimp Airtable Google Sheets ZoomInfo
B2B List
ZoomInfo / Sales Nav
Validate
Airtable backup
Campaign
Pardot / Mailchimp
Reply Detected
Real-time trigger
Rep Assigned
By account criteria
Manual triage removedReplies no longer sat in an inbox waiting for someone to notice.
Real-time reply routingSales reps were notified and assigned the moment a prospect engaged.
One source of truthAirtable + Google Sheets kept the whole funnel auditable end to end.
How we work together

Retainer partnerships only — minimum 6 months.

Why we don't do one-off projects

Automation isn't a one-time setup — it's a system that needs tuning as your business changes. The first month is for building; the real value compounds in the months after, as we fix, extend, and adapt the system to how your team actually works.

A 6-month minimum is what it takes to go from "agency we hired" to "team that actually knows our business." We're building toward long-term partnerships where both sides are invested — not churn-and-burn projects.

What's included

  • A dedicated point of contact — no account-manager handoffs
  • Monthly strategy & performance check-ins
  • Ongoing builds, fixes, and optimization as your needs evolve
  • Direct access to the actual people building your system
About

A small, global, hands-on team.

Automate The Boring Agency is a lean studio working as one remote team across Toronto and India. We're new, and we're not going to pretend otherwise — but every project is worked on directly by the person who designed it, not handed off through layers of account managers. You'll always know exactly who's building your system.

Base

Toronto, Canada

Team

Remote, India

FAQ

A few things people ask

I just need a one-off project — can you still help?

Right now we're focused on retainer partnerships, because that's where automation actually pays off. If you're not ready for that, reach out anyway — we'll tell you honestly whether it's a fit.

What if our stack isn't on your tools list?

If it has an API, a Zapier connector, or a Make.com connector, we can probably connect it. Tell us what you're working with.

How fast can we get started?

After the initial audit call, most engagements kick off within one to two weeks — fast enough to move, slow enough to do it properly.

Get in touch

Let's talk about your system.

Tell us where the manual work is happening, and we'll tell you honestly whether automation can fix it.

Based inToronto, ON · Remote team across India
Response timeWithin 1–2 business days

Thanks — we've got it and will reply within 1–2 business days.