You describe it.
Walk through the routine with the scoping chat. It asks the follow-ups, you confirm the workflow map. Total time: 5-15 minutes.
Marketing workflow automation takes the reporting, lead routing, and list hygiene off the team so the work that's left is actual marketing. Most tools hand you a builder to configure. Uplift builds the automation for you, runs it across HubSpot, GA4, Salesforce, and the rest of your stack, and keeps it alive.
The weekly reporting grind
4 hrs/wk on reports
multi-source pulls, formatting, and distribution - every single week
4 min with Uplift
the same report, built and sent on schedule
The reports, the routing, the list cleanup, the UTM tagging - the operational glue work fills the week and pushes the actual marketing to whenever there's time left.
Illustrative - the repetitive routines Uplift takes off marketing-ops teams.
The scoping chat takes 5-15 minutes. The other three are our job, forever.
Total time for your team: the definition chat. Everything else is us.
Multi-source campaign reports that build themselves.
HubSpot, GA4, LinkedIn Ads, Salesforce - pulled, formatted, and distributed on schedule. The Friday report that took 4 hours runs in 4 minutes.
Lead routing that runs the moment a lead qualifies.
No Salesforce admin needed. Define the rules in plain language. Uplift watches and routes - to the right owner, the moment the lead qualifies.
List hygiene without manual cleanup.
Deduplication, formatting, missing-field enrichment, and CSV imports on autopilot - so the 18-40% of records that rot from copy-paste stop rotting.
Attribution and cross-channel reporting.
Pull spend, pipeline, and conversion data across paid and organic, then roll it up to the metrics the board actually asks about.
Campaign launches with the boring parts handled.
UTM generation, list segmentation, send-time optimization, and bounced-list cleanup - everything in a launch that isn't strategy.
The build is the easy 10%. The other 90% - edge cases, monitoring, and the fixes every time an integration or model shifts - is what kills most automation projects. We own all of it.
Dash = possible, but it stays your team's ongoing work.
4 hrs/week
per analyst on weekly campaign reports.
18-40%
of CRM records carry copy-paste errors.
$40k+/yr
in tools that promise automation but need config you don't have time for.
We scope a fixed price per routine - not a stack of tools you configure and babysit. Sources: Marketing Ops Pros benchmark 2024, Validity CRM data.
Marketing workflow automation runs the repetitive operational work behind marketing - building reports, routing leads, cleaning lists, tagging campaigns, and pulling data across tools - so the team spends its time on strategy and creative. Most products give you a builder to configure. Uplift builds the automation for you, runs it across your stack, and keeps it working.
Tell us the routine. We'll scope, build, and run it.
Questions? Read the FAQ on /pricing, or talk to us.