IIDATECH service
AutomationAUTOMATE
Automation closes the loop across CRM, inbox, and reporting so research and outreach do not die in spreadsheets — with credit-metered workflow steps and integrations.
What you get
Outcomes for founders and B2B teams
Lead routing and follow-up packs
Reporting automation for operators
Integration hooks under your project
Who it is for
Built for real operating contexts
- Founders tired of manual CRM hygiene
- B2B teams standardizing department follow-ups
- Ops leads connecting HubSpot, Gmail, and reports
In the app
How Automate works
01
Step 1
Open Automation and pick a workflow template or blank flow.
02
Step 2
Connect tools under Integrations where needed.
03
Step 3
Build steps, then run with credits.
04
Step 4
Monitor outcomes from the project workspace.
FAQ
Common questions
Do I need paid plans for automation?
You can explore with demo and free credits. Paid pricing is finalizing — WhatsApp the team for stage-specific quotes.
What can I connect?
Use Integrations for LLM keys and optional Gmail / LinkedIn / HubSpot-style connections as enabled in your workspace.
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