Marketing Automation

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Marketing Automation Services

What is Marketing Automation?

Marketing automation is a digital strategy that uses tools to automate repetitive marketing tasks, including email sending, social media posting, customer segmentation, and tracking interactions. By automating these processes, businesses can save time, enhance efficiency, and deliver more personalized and timely marketing messages to their audience.

Experts With All Marketing Automation Platforms

What We Do

At Octopi Digital, we offer expert CRM management, including contact updates and automation setup. Our services also cover email marketing, data management, and the creation of effective landing pages and forms. We provide seamless integration with calendars, payment gateways, and third-party platforms to streamline your operations and boost marketing efficiency.

Add a CRM Contact

Whether you need to import a single contact or a complete list into your CRM, our team can seamlessly add them to your audiences or lists.

Update A CRM Contact

Keeping your contact information up-to-date is crucial for accurate marketing automation. We ensure your contact details reflect the preferences of your audience.

Delete A CRM Contact

If you need to clean up your contact list, we can assist with deleting specific contacts. Please note, this action is irreversible.

Send Email Broadcast

Enhance your email marketing with newsletters that build relationships, boost brand recognition, and establish your industry expertise.

Import A List To CRM

We can import your existing lists into a new CRM, including all relevant fields and tags, to keep your data organized and accessible.

Export A List From CRM

Easily export your CRM data at any time using our Export Data feature for flexibility and control over your information.

Create A New Automation

Use our automation builder to design workflows that streamline your business processes, save time, and improve marketing and sales efficiency.

Update An Existing Automation

Modify your existing automations by adding or removing steps, editing emails, and making adjustments to optimize performance.

Troubleshoot An Existing Automation

We assist with diagnosing and resolving issues in your current automation setups to ensure smooth operations

Add video tracking

Track video performance on your landing pages to engage prospects effectively and capture their attention away from competitors.

Create Pipeline and Deals Stages

Customize your sales pipeline by defining deal stages and probabilities, or use default stages to manage your sales process effectively.

Create a new standard form

Design opt-in forms to gain consent from users and express interest in your products or services, authorizing further contact.

Create a new payment processing form

Set up payment processing forms to facilitate transactions securely, ensuring a smooth payment experience for your customers.

Create Email Templates

Utilize pre-defined email templates to streamline your communication process, maintain brand consistency, and save time on email creation.

Create Landing Pages

Design and implement effective landing pages that convert visitors into leads or customers, tailored to your specific marketing goals.

Integrate Calendars

Sync appointments between applications in real time to keep your schedules up-to-date and avoid conflicts.

Integrate Payment Gateways

Integrate payment gateways to handle transactions securely and comply with PCI DSS standards, ensuring a seamless checkout process.

Integrate WebForms

Capture and store form submission data directly into your CRM, streamlining data management and follow-up processes.

Integrate with 3rd Party Platforms via Zapier

Automate tasks between apps using Zapier, allowing for efficient workflows and reduced manual effort without the need for coding.

Let's Work Together!

Let’s discuss about how we can work together to reach your goals. Contact us right away!