Marketing Automation Process

Marketing teams run across a lot of tools, and keeping data consistent between them is a full-time job on its own. Campaign results pulled manually into a spreadsheet, leads synced between the ad platform and the CRM by someone with a CSV, performance reports assembled the morning before the client call. A proper marketing automation process takes over that layer. We build RPA workflows that handle campaign data syncing, lead routing, reporting and repetitive content operations, so your team focuses on the work that actually moves the needle.
Marketing Automation Process
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Problems We Solve

Manual Campaign Reporting
Pulling metrics from Google Ads, Meta, LinkedIn and your CRM into one report by hand takes hours every week. RPA aggregates the data automatically and delivers formatted reports on schedule.
Lead Data Inconsistencies
When leads come in from multiple channels and get entered into the CRM by hand, duplicates and data gaps are common. Automated lead capture and routing keeps records clean from the start.
Slow Campaign Setup
Launching the same type of campaign repeatedly means recreating assets and configurations from scratch each time. RPA handles repetitive setup steps so your team starts from a better baseline.
Disconnected Marketing Tools
When your ad platforms, email tool, CRM and analytics dashboard do not share data, someone is always reconciling numbers. We connect your stack so data flows automatically.

Marketing Stack Integration

We connect your ad platforms, CRM, email tool and analytics systems so campaign and lead data syncs without manual exports or re-entry. Common platforms include HubSpot, Google Ads, Meta and ActiveCampaign.

Reporting and Lead Flow Automation

Campaign performance reports, lead routing rules and recurring content operations run on automated schedules, freeing your team from the coordination work.
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Marketing Challenges RPA Solves

Spend less time on data and more on strategy
When reporting and data syncing run automatically, your marketing team recovers hours every week that currently go to spreadsheets and exports, and those hours go back to campaign work.
Keep lead data accurate
Automated lead capture and CRM sync means your database reflects reality, so segments and targeting are based on clean data.
Execute faster
Removing the manual steps from campaign setup and reporting means your team can launch and iterate faster without the admin bottleneck.

Our Development Process

Discovery Call
Initial consultation. Project assessment. Solution overview.
Strategy & Proposal
Refine project scope. Define clear goals. Deliver tailored solutions.
Integration
Optimize workflows. Enhance collaboration. Accelerate growth.
Support, Monitor & Scale
Maximize uptime. Ensure peak performance. Drive continuous improvement.

What clients say about us

They are truly experienced specialists who work in a well-coordinated way.
Sidis Group has delivered around 15 well-tested features, saving the client approximately 100 man-hours. The team has a well-structured process and communicates effectively. They're also professional, experienced, and organized. Overall, the client is very satisfied with Sidis Group's work.
Nikolay Popov
Nikolay Popov
Head, AdKey.app
There have never been any critical issues with timing or estimation.
Sidis Group has launched the client's MVP within the agreed timeline and budget. The team has deployed the platform into production with live users and improved operational efficiency due to optimized business processes. Moreover, Sidis Group has integrated key third-party providers.
Denis Gulagin
Denis Gulagin
CEO & Founder, Bakksy
Their genuine interest in the project was most impressive.
Sidis Group's completed the project quickly and on time. The team responded promptly to requests and handled all adjustments efficiently throughout the project. Moreover, they were highly engaged, proactive in suggesting improvements, and committed to achieving optimal results.
Dmytro Kaminskyi
Dmytro Kaminskyi
IT Support Engineer for E-Commerce & Amazon, I'm a Natural

GET IN TOUCH

Fill out our contact form for a free consultation, or book an online meeting directly via Calendly.
We discuss your project even if you have just a raw idea.
We choose a model and approach that are suitable for your case and budget.
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Questions & answers

What marketing tasks work well with RPA?
Report aggregation across ad platforms, lead routing and CRM entry, campaign setup steps, email list management and recurring content operations. Anything that runs the same way on a schedule is a strong candidate.
Which marketing tools can you connect?
We have built integrations with Google Ads, Meta, LinkedIn Ads, HubSpot, Salesforce, ActiveCampaign, Mailchimp and various analytics platforms. If it has an API, we can usually work with it.
Is this the same as marketing automation platforms like HubSpot?
Not exactly. HubSpot and similar tools automate within their own ecosystem. RPA fills the gaps between tools that do not natively connect, or handles tasks the platforms cannot automate on their own.
Will RPA replace our marketing team?
No. It takes over the repetitive, low-judgment tasks so your team can spend more time on creative, strategy and the work that actually requires thinking.
How long does implementation take?
A single workflow like automated reporting or lead routing can go live in one to two weeks. Connecting a full marketing stack usually takes four to eight weeks.

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