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Automation & Alerts

Marketing Automation and Alerts That Remove Manual Work.

Automations for capturing and routing leads, connecting systems and alerting you to budget changes, results and tracking errors, tailored to your workflows.

We define the event that triggers each action, the data that is transferred and who gets notified. Workflows reduce manual handoffs and flag issues that need attention. Email or WhatsApp notifications can be included where integrations allow. Rules, frequency and external service costs are agreed in advance.

Let’s Explore Your Next Step +

A free introductory call to discuss your needs and whether we’re a good fit.

01 / In Focus

What Processes Can Be Automated?

Lead Capture, Transfer & Routing

From your website and advertising sources to your CRM or the right team member, with notifications triggered by defined rules.

Budget & Results Alerts

Alerts for changes in spend pacing, falling conversions or rising cost per result, based on defined thresholds and comparison periods.

Tracking & Lead Routing Error Alerts

We detect situations such as data interruptions, failed lead transfers or form malfunctions. An alert does not replace investigating the root cause of the issue.

Connecting Systems as Needed

Workflows between forms, CRM systems, spreadsheets and other tools - for example, creating a record, updating data or transferring information.

02 / Working Together

From Business Need to an Automated Process Tested in Practice

01

Define the Process

We map the current process, what will trigger the automation and what actions it will perform.

02

Check Integrations & Costs

We assess systems, permissions and frequency, and explain limitations and costs before setup.

03

Build & Test

We handle missing information, duplicates and failures, and run end-to-end test scenarios.

04

Activate & Document

After testing and approval, we explain the process’s dependencies on each system and how changes are handled.

05

Define Maintenance

Routine checks, troubleshooting and adjustments are defined in advance or under a separate agreement.

Example Process

From a New Lead to a Timely Notification.

An illustration of a possible workflow. Integrations, actions and trigger frequency are defined based on your systems.

01

New Inquiry

Capture from a form or advertising source

02

Data Check

Handle missing fields and duplicates using agreed rules

03

Route for Follow-Up

Send to the relevant system or designated recipient

04

Alert

Notify by email or WhatsApp as needed

Frequently Asked Questions

What to Know Before You Start.

Can the service be ordered separately?

Yes. We can work alongside your existing team and providers, with access to the relevant systems.

Can leads be sent to WhatsApp or email?

Yes, depending on the available integrations. We define the details, recipients and conditions. WhatsApp may require a paid third-party service.

Does the process run instantly?

Some processes are triggered by an event, while others run at set intervals. Frequency and expected delays are clarified in advance.

Are there any additional costs?

Make, Zapier, integrations and messaging may incur costs based on actions, execution volume and frequency. These are presented for approval in advance, separately from our service fee.

Does an alert fix the problem?

No. Automatic corrective actions are included only if they have been configured, tested and approved.

Can any system be connected?

Not always. We check capabilities, permissions and limitations and clarify whether additional development is required.

Is maintenance included?

The scope of maintenance is defined in the proposal. Changes and additions may require additional work, agreed in advance.

Continue from Here

The Next Step

Let’s Talk About What You Want to Promote.

Whether you need a new campaign, improvements to existing activity or professional advice, start with a free introductory call to discuss your needs and whether we’re a good fit. The scope of service will be defined in our proposal.

Prefer to talk? Call us

+972-73-779-0000 info@logicping.com

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