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GMARTPH AI Automations

GMARTPH SMB AI Automation Guide

⚡ Marketing Automations

Lead Management & CRM

  • Lead Capture to Nurture: Automatically move leads from forms/landing pages into email/SMS sequences
  • Lead Scoring: Assign points based on actions (email opens, website visits, form fills)
  • Lead Assignment: Distribute leads to sales reps based on territory, product interest, or workload
  • Pipeline Automation: Move opportunities through sales stages based on activities or time triggers
  • Follow-up Sequences: Automated email/SMS campaigns based on lead status or behavior

Sales & Marketing

  • Appointment Booking: Auto-confirmation, reminders, and follow-ups for scheduled meetings
  • Review Request Automation: Send review requests after service completion with tracking
  • Missed Call Text Back: Instantly text prospects who called but didn’t connect
  • Social Media Posting: Schedule and auto-post across multiple platforms
  • Email Marketing Campaigns: Drip campaigns, broadcasts, and behavior-triggered emails
  • SMS Marketing: Bulk messaging, two-way conversations, and compliance management

Customer Service

  • Onboarding Sequences: Welcome new customers with step-by-step guidance
  • Support Ticket Routing: Automatically assign tickets based on type, priority, or department
  • Customer Surveys: Post-service feedback collection with automated responses
  • Renewal Reminders: Contract/subscription renewal notifications and follow-ups

⚡ Business Process Automations

Data Integration & Processing

  • Database Synchronization: Keep multiple databases in sync (CRM, accounting, inventory)
  • API Integrations: Connect custom applications and legacy systems
  • Data Transformation: Clean, format, and enrich data between systems
  • Webhook Processing: Handle real-time data from various sources
  • File Processing: Automatic document generation, parsing, and organization

Business Intelligence

  • Automated Reporting: Generate and distribute reports on schedules
  • Data Aggregation: Combine data from multiple sources for analytics
  • Alert Systems: Monitor KPIs and send notifications when thresholds are met
  • Competitive Intelligence: Monitor competitor prices, content, or activities

E-commerce & Inventory

  • Inventory Synchronization: Update stock levels across multiple sales channels
  • Order Processing: Automate order routing, fulfillment tracking, and notifications
  • Price Monitoring: Track competitor pricing and adjust accordingly
  • Product Information Management: Sync product data across platforms

Custom Workflows

  • IT Operations: Server monitoring, backup verification, security alerts
  • Content Management: Auto-publish blog posts, social media content
  • Lead Qualification: Custom scoring and routing based on complex criteria
  • Document Management: Organize, tag, and archive documents automatically

⚡ Integration Automations

Multi-Platform Integration

  • Cross-Platform Data Sync: Connect CRM, email, calendar, project management tools
  • Social Media Management: Auto-post content, respond to mentions, track engagement
  • E-commerce Operations: Order processing, inventory updates, customer communications
  • Financial Management: Expense tracking, invoice generation, payment processing

Marketing & Sales

  • Lead Generation: Capture leads from multiple sources and route to appropriate systems
  • Email Marketing: Personalized campaigns based on customer data and behavior
  • Sales Pipeline Management: Move deals through stages based on activities and outcomes
  • Customer Segmentation: Automatically categorize customers for targeted marketing

Operations & Productivity

  • Project Management: Create tasks, update statuses, notify team members
  • Document Automation: Generate contracts, proposals, and reports
  • Calendar Management: Schedule meetings, send reminders, block time for tasks
  • Team Communication: Slack/Teams notifications for important business events

Customer Experience

  • Support Ticket Management: Route tickets, escalate issues, track resolution times
  • Feedback Collection: Gather and analyze customer feedback across touchpoints
  • Loyalty Programs: Track points, send rewards, manage customer tiers
  • Personalization: Customize website content, emails, and offers based on customer data

⚡ Communication Automations

Productivity & Communication

  • Email to Task Creation: Convert emails into project management tasks
  • Calendar Integration: Sync calendars, create events from forms, send meeting prep
  • Team Notifications: Slack/Teams alerts for sales, support, or project updates
  • Document Management: Save email attachments to cloud storage with proper naming

Sales & CRM

  • Lead Capture: Move form submissions into CRM with proper tagging
  • Deal Updates: Notify team when deals move through pipeline stages
  • Contact Enrichment: Automatically research and update contact information
  • Quote Generation: Create and send quotes based on CRM opportunity data

Marketing Automation

  • Social Media: Cross-post content, track mentions, add followers to CRM
  • Email Lists: Sync subscribers across platforms, segment based on actions
  • Content Distribution: Share blog posts across multiple channels automatically
  • Event Management: Registration processing, confirmation emails, attendee tracking

E-commerce & Payments

  • Order Processing: New order notifications, inventory updates, shipping labels
  • Customer Onboarding: Welcome sequences for new customers
  • Subscription Management: Handle upgrades, downgrades, and cancellations
  • Financial Tracking: Sync sales data with accounting software

Complete Lead-to-Customer Journey

  1. Capture: GHL landing page captures lead
  2. Enrich: N8N enriches lead data from multiple sources
  3. Score: Make.com applies complex scoring based on enriched data
  4. Route: Zapier assigns lead to appropriate salesperson
  5. Nurture: GHL executes personalized follow-up sequences
  6. Convert: All platforms work together to track conversion and optimize

Customer Service Excellence

  1. Ticket Creation: Customer submits support request through multiple channels
  2. Routing: N8N analyzes request and routes to appropriate department
  3. Processing: Make.com updates customer record and checks for escalation criteria
  4. Communication: GHL sends automated updates and satisfaction surveys
  5. Analytics: Zapier compiles data for performance reporting

⚡ SMB-Specific Automation Ideas by Industry

Professional Services

  • Client onboarding workflows
  • Appointment scheduling and confirmation
  • Project status updates to clients
  • Invoice generation and payment tracking
  • Contract renewal management

E-commerce

  • Abandoned cart recovery sequences
  • Inventory reorder notifications
  • Customer review management
  • Loyalty program automation
  • Cross-sell and upsell campaigns

Healthcare/Wellness

  • Appointment reminders and confirmations
  • Patient intake form processing
  • Insurance verification workflows
  • Treatment follow-up sequences
  • Compliance reporting automation

Real Estate

  • Lead qualification and routing
  • Property alert systems for clients
  • Transaction milestone tracking
  • Market report generation
  • Client communication workflows

Restaurants/Food Service

  • Online order processing
  • Reservation management
  • Inventory tracking and reordering
  • Customer feedback collection
  • Loyalty program management