Revenue Operations & CRM Automation

If you’re doing deals but your CRM looks like a war zone, we fix that. Topenzi builds Make.com workflows that keep your CRM clean, updated, and actually useful.

What this can include:

  • Auto-create and update deals/contacts in HubSpot, Pipedrive, Close, Salesforce (etc.)

  • Pipeline stage updates triggered by form fills, emails, or signatures

  • Syncing data across tools (billing ↔ CRM ↔ project management)

  • Automations for upsell, renewal, and churn prevention sequences

Outcome strip:

📊 Result: Clean CRM data, clear pipelines, and better decisions.