Marketing automation agency for UK businesses
Every enquiry answered in minutes, followed up on schedule and logged in your CRM, without anyone having to remember.
Marketing automation for UK businesses
As a marketing automation agency for UK businesses, we build the systems that sit between your website, your inbox and your CRM, and do the follow-up work people forget. A new enquiry gets a reply within minutes. A quote that goes quiet gets a chaser a few days later. A finished job triggers a review request. None of it relies on memory, and all of it is logged where your team can see it.
We start with the tools you already pay for. Most businesses have some mix of HubSpot, Pipedrive, Zoho or Microsoft Dynamics, plus Outlook or Gmail, a website form and a spreadsheet holding it together. We map how a lead moves today, find where it goes cold and automate those steps first. Where the CRM can do the job natively, we use it. Where a custom workflow is needed, we build it in n8n.
What we build
- Lead follow-upInstant replies and timed chasers.
- CRM workflowsEvery enquiry logged and assigned.
- n8n automationsCustom workflows across your tools.
- Reviews & referralsAsked for automatically after each job.
CRM automation and lead nurturing
Most leads are not lost to a competitor. They are lost to silence: a form that lands in a shared inbox, a quote nobody chases, a contact who was interested last spring and never heard back. CRM automation closes those gaps. Each enquiry is created as a record, assigned to the right person and given a next step with a date. Managers can see at a glance which enquiries are waiting and for how long. Lead nurturing then keeps in touch with people who are not ready yet, with short, useful emails rather than a newsletter blast.
- Instant, personal replies to website and phone enquiries
- Assignment by service, area or deal size
- Timed follow-ups after quotes and proposals
- Review and referral requests after each completed job
Email marketing automation that follows PECR and UK GDPR
Automated email in the UK is governed by PECR and UK GDPR, and the rules differ by who you are writing to. Limited companies and LLPs can usually be emailed without prior consent if every message identifies you and offers an easy opt-out. Sole traders, some partnerships and consumers need consent or the soft opt-in. We set up consent capture, subscription preferences, unsubscribe handling and suppression lists so your sequences stay on the right side of the ICO's guidance, and we document the lawful basis for each list. UK GDPR also applies to named business contacts, so data is kept only as long as needed and your privacy notice says what the automation does.
Workflow automation across the tools you use
Some jobs sit outside the CRM: creating a job in your field service tool when a deal is won, sending invoices to Xero, posting new leads to a Teams or Slack channel, or summarising a long enquiry with AI before it reaches sales. We build these as business process automation in whichever tool fits. Zapier and Make suit simple, low-volume jobs. n8n suits complex or high-volume workflows and can be self-hosted for data control. We will tell you which is right, even when the answer is the cheaper one. Whatever we use, each workflow is named, documented and monitored, so it does not become a mystery when the person who set it up moves on. If you have been looking for a marketing automation consultant in the UK, a Zapier expert or a Make.com agency, we work with those tools too, and we will tell you when n8n is the better fit.
What’s included
- A map of your current lead journey, with the gaps marked
- CRM pipelines, stages and fields set up or cleaned
- Instant reply and follow-up sequences for new enquiries
- Consent, unsubscribe and suppression set up for PECR and UK GDPR
- Integrations between your website, inbox, CRM and accounts software
- Error alerts so failed workflows are spotted the same day
- Plain-English documentation and a handover session for your team
Not sure what you need yet? Get a free audit and a clear plan, with no obligation.
Get my free auditHow it works
- AuditWhat you have today, what competitors do, and what’s costing you enquiries.
- PlanPages, features, searches to target, integrations and a fixed written quote.
- DesignDesigned in the browser, so you review the real thing, not a picture of it.
- BuildFast, accessible, secure code, connected to the tools you already use.
- GrowLaunch, tracking and monthly improvements from real data.
Questions
What does a marketing automation agency do?
We design and build the workflows that move leads from first enquiry to won work: replies, follow-ups, CRM updates, reminders and reporting. Then we keep them running, so your team spends time on conversations rather than admin.
What should we automate first?
Usually the first reply to a new enquiry and the follow-up after a quote. They are where most leads go cold, and they are simple to automate well. The free audit shows where your own leads drop off.
Is automated email legal in the UK?
Yes, when it follows PECR and UK GDPR. Business contacts at limited companies are treated differently from sole traders and consumers, so we set up consent, opt-outs and records to match who you are emailing.
Do we need new software?
Often not. We start with the CRM and email tools you already pay for and add only what is missing. If a tool is costing more than it earns, we will say so.
Zapier, Make or n8n: which should we use?
Zapier and Make are quick to set up for simple jobs. n8n handles complex, high-volume workflows at a lower running cost and can be self-hosted. We recommend whichever fits the job and your budget.
How much does marketing automation cost in the UK?
It depends on scope: how many tools need connecting, how many workflows you need and whether we maintain them afterwards. Book the free audit and we will send a written quote for the work that matters most.
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Find out what to fix, build or automate first
Tell us about your website, the app you have in mind or the work you want off your plate. We’ll review it and send you a clear, practical audit made for your business. Free, no obligation, and yours to keep.
- What’s costing you enquiries on your current site
- Where a custom web app or AI could save your team hours
- The fixes and features that would pay back first
- A clear written quote, only if you want one
Rather email? hello@thirdtab.co.uk